ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-11
- IRS object ID
- 202542549349100909
- Schema version
- 2024v5.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-11T12:56:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | PersonTitleTxt |
| Phone | 2485406366 | PhoneNum |
| Signature | 2025-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNY MADHAVAN | PreparerPersonNm |
| PTIN | P01059121 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,246,893 | 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 |
| Interest On Sav Rev And Expnss | $9,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,045 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,006 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,631 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $789 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,842 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $171,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,015 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $826,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $847,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,045,901 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,028,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,029,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,246,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,028,005 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,029,532 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,028,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,029,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,028,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,029,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,028,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,029,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,029,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY 6929 S/T-COVERED | $108,664 | $110,248 | -$1,584 | -$1,584 | |
| FIDELITY 6929 L/T COVERED | $462 | $343 | $119 | $119 | |
| CAPITAL GAINS DIVIDENDS | $30,510 | $30,510 | $30,510 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,045 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $388 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,888 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,086 | OverpaymentAmt |
| Applied To ES Tax | $1,086 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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/DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROCHELLE FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,091,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,269,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,269,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,250,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $802 | TotalTaxAmt |
| Distributable Before Adj | $61,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,382 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,382 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,377 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A HOLE IN THE ROOF FOUNDATION | |||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| ACLU FUND OF MICHIGAN | |||||||
| 2966 WOODWARD AVENUE | DETROIT | MI | 48201 | N/A | PUBLIC | PROTECT CIVIL LIBERTIES | $1,500 |
| ALBERT KAHN LEGACY FOUNDATION | |||||||
| 3011 W GRAND BLVD SUITE 1800 | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11745 ROSA PARKS BLVD | DETROIT | MI | 48206 | N/A | PUBLIC | MEALS, SHELTER & SUPPORT | $2,000 |
| CHARELOIX CIRCLE OF THE ARTS | |||||||
| 109 CLINTON ST | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| CHARLEVOIX HISTORICAL SOCIETY | |||||||
| 103 STATE STREET | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $200 |
| COMMON GROUND | |||||||
| 30200 TELEGRAPH RD SUITE 300 | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | CRISIS PROGRAMMING | $1,500 |
| CORNER SHOWER LAUNDRY | |||||||
| 1950 TRUMBELL AVE | DETROIT | MI | 48216 | N/A | PUBLIC | HOMELESS LAUNDRY & SHOWER | $500 |
| COTS | |||||||
| 26 PETERBORO ST 100 | DETROIT | MI | 48201 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | VARIOUS FUNDS | $2,650 |
| DAC FOUNDATION | |||||||
| 241 MADISON | DETROIT | MI | 48226 | N/A | PUBLIC | 2023 SPRING & FALL CAMPAIGNS | $500 |
| DETROIT HISTORICAL SOCIETY | |||||||
| 5401 WOODWARD AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $200 |
| DETROIT PUBLIC THEATRE | |||||||
| 3960 3RD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | SEAT CAMPAIGN | $200 |
| DETROIT PUBLIC TV | |||||||
| 48325 ALPHA DRIVE SUITE 150 | WIXOM | MI | 48393 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| DIA | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $200 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| EDESIA NUTRITION | |||||||
| 550 ROMANO VINEYARD WAY N | KINGSTOWN | RI | 02852 | N/A | PUBLIC | EMERGENCY FOOD SHIPMENTS | $2,600 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | N/A | PUBLIC | GENERAL SUPPORT | $4,100 |
| GLEANERS | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON STREET PO BOX 430618 | PONTIAC | MI | 48343 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| HARBOR SPRINGS FESTIVAL OF THE BOOK | |||||||
| 160 STATE ST | HARBOR SPRINGS | MI | 49740 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| HAVEN | |||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | N/A | PUBLIC | ANNUAL FUND | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | GENERAL SUPPORT | $1,600 |
| HOLLAND AREA ARTS COUNCIL | |||||||
| 150 E 8TH ST SUITE 200 | HOLLAND | MI | 49423 | N/A | PUBLIC | GENERAL SUPPORT | $125 |
| JEWISH HISTORICAL SOCIETY OF MI | |||||||
| 33228 W 12 MILE RD 349 | FARMINGTON HILLS | MI | 48334 | N/A | PUBLIC | IN THE NEIGHBORHOOD SPONSORSHIP | $1,000 |
| LAKE CHARLEVOIX ASSN | |||||||
| PO BOX 294 | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $200 |
| LIGHTHOUSE | |||||||
| 46156 WOODWARD AVENUE | PONTIAC | MI | 48342 | N/A | PUBLIC | GENERAL SUPPORT | $5,100 |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD 220 | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | GENERAL SUPPORT | $2,600 |
| MOSIAC YOUTH THEATRE OF DETROIT | |||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| MUSEUM OF CONTEMPORARY ART DETROIT | |||||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| OAKLAND LITERARY COUNCIL | |||||||
| 51111 WOODWARD AVENUE SUITE 720 | PONTIAC | MI | 48342 | N/A | PUBLIC | ADULT LITERACY PROGRAMS | $500 |
| PROXIMITY 2 HUMANITY | |||||||
| 415 N 2ND ST | ALBEMARLE | NC | 28001 | N/A | PUBLIC | HUMAN SERVICES | $3,000 |
| TIP OF THE MITT WATERSHED COUNCIL | |||||||
| 426 BAY STREET | PETOSKEY | MI | 49770 | N/A | PUBLIC | PROTECT NORTHERN MI WATERS | $300 |
| WDET | |||||||
| 5700 CASS AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,869 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,225 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $29,045 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,006 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,631 | Amt |
| Net Investment Income | $789 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,842 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO LONGER ACCEPTED WITHOUT AN ATTORNEY GENERAL FILE NUMBER. ATTORNEY GENERAL FILE NUMBER NOT REQUIRED AS THE PRIVATE FOUNDATION DOES NOT SOLICIT FROM THE PUBLIC. | ExplanationTxt |
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 | $49,015 | 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 | $847,555 | BookValueAmt |
| EOYFMV | $1,045,901 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,494 | Amt |
| Net Investment Income | $7,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $485 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |