ALRO STEEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALRO STEEL FOUNDATION (EIN 30-0254220)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202503209349100745
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T20:59:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382622899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREDHOMME & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E BROWN STREET SUITE 320 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480096232 | 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 | 300254220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALRO STEEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALRO | BusinessNameControlTxt |
| Phone | 5177883259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EAST HIGH STREET | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDAL L GLICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5177883259 | PhoneNum |
| Signature | 2025-11-16 | 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 | MICHAEL J PREDHOMME | PreparerPersonNm |
| PTIN | P00011558 | PTIN |
| Phone | 2485401040 | 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 | $103,969,223 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,104,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,079,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,966,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,221,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,966,718 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $114,646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $114,646 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,185,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,160,692 | 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 | $14,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,473 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,472 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $376,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $376,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $22 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,071 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $510,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $452,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,327,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,327,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,838,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $452,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,336,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,347,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,708,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,015,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,883,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,883,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,919,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,186,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,296,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,398,927 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,798,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,181,536 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,540,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,903,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,607,893 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $77,873,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,771,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,969,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $77,873,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,771,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,873,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,771,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,873,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,771,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,873,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,347,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,221,652 | SubtotalAmt |
| Other Decreases | $449,674 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,771,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $30,183,232 | $27,270,366 | $2,912,866 | $2,912,866 |
| PARTNERSHIP GAINS | P | $15,298 | $15,298 | ||
| CAPITAL GAINS DIVIDENDS | P | $38,554 | $38,554 | $38,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,966,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,715 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,269 | OverpaymentAmt |
| Applied To ES Tax | $39,269 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | RANDAL L GLICK | IndividualWithBooksNm |
| Phone | 5177875500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 E HIGH ST | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49203 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RANDAL L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| BRIAN T GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CARLTON L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO LLC | |||||
| 71 S WACKER DR SUITE 1200 | CHICAGO | IL | 60606 | INVESTMENT MANAGEMENT | $209,773 |
| JPMORGAN CHASE BANK NA | |||||
| 383 MADISON AVENUE | NEW YORK | NY | 10179 | INVESTMENT MANAGEMENT | $166,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,412,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,184,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,597,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,597,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,508,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,088,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,954,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,954,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,446 | TotalTaxAmt |
| Distributable Before Adj | $4,888,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,888,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,888,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,336,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,336,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,888,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,194,598 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,336,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,194,598 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,141,595 | 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 | $3,747,394 | 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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 7800 W OUTER DR SUITE 205 | DETROIT | MI | 48235 | NONE | PC | GENERAL OPERATING | $100,000 |
| BAGS & BLESSINGS | |||||||
| PO BOX 415 | BEAVER | PA | 15009 | NONE | PC | GENERAL OPERATING | $500 |
| BLACKHAWK AREA YOUTH BASEBALL ASSOCIATION | |||||||
| PO BOX 1704 | BEAVER FALLS | PA | 15010 | NONE | PC | GENERAL OPERATING | $1,000 |
| BUILD EACH OTHER UP | |||||||
| 1212 PARK RIDGE BLVD | PARK RIDGE | IL | 60068 | NONE | PC | GENERAL OPERATING | $100,000 |
| BURTON CENTER FOR ARTS & TECHNOLOGY | |||||||
| 1760 ROANOKE BLVD | SALEM | VA | 24153 | NONE | PC | GENERAL OPERATING | $3,000 |
| CANON MAC DANCE TEAM | |||||||
| 219 HOOKS LANE | CANONSBURG | PA | 15317 | NONE | PC | GENERAL OPERATING | $250 |
| CAREER ACADEMY SOUTH BEND | |||||||
| 3801 CRESCENT CIRCLE | SOUTH BEND | IN | 46628 | NONE | PC | GENERAL OPERATING | $1,000 |
| CATHEDRAL ACADEMY | |||||||
| 34790 ASHLEY PHOSPHATE RD | NORTH CHARLESTON | SC | 29418 | NONE | PC | GENERAL OPERATING | $750 |
| CBSA EDUCATIONAL FOUNDATION | |||||||
| 6734 W 121ST ST | LEAWOOD | KS | 66209 | NONE | PC | GENERAL OPERATING | $1,000 |
| CHARLOTTE FRONTIER DAYS | |||||||
| 241 S COCHRAN AVE | CHARLOTTE | MI | 48813 | NONE | PC | GENERAL OPERATING | $500 |
| CHILD SAFE OF CENTRAL MO | |||||||
| 3309 W MAIN ST | SEDALIA | MO | 65301 | NONE | PC | GENERAL OPERATING | $5,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 19178-1352 | PHILADELPHIA | PA | 191781352 | NONE | PC | GENERAL OPERATING | $1,000 |
| CITY OF POTTERVILLE | |||||||
| 319 N NELSON | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $5,030 |
| COALITION FOR A PROSPEROUS AMERICA EDUCATION FUND | |||||||
| PO BOX 283 | SOUTHWICK | MA | 01077 | NONE | PC | GENERAL OPERATING | $10,000 |
| COLUMBIA SCHOOL DISTRICT | |||||||
| 11775 HEWITT RD | BROOKLYN | MI | 49230 | NONE | PC | GENERAL OPERATING | $20,000 |
| COLUMBIA SCHOOL DISTRICT | |||||||
| 11775 HEWITT RD | BROOKLYN | MI | 49230 | NONE | PC | GENERAL OPERATING | $5,750 |
| COLUMBIA SCHOOL DISTRICT | |||||||
| 11775 HEWITT RD | BROOKLYN | MI | 49230 | NONE | PC | GENERAL OPERATING | $1,000 |
| COMMUNITY FOUNDATION OF GREATER ROCHESTER | |||||||
| 303 EAST STREET | ROCHESTER | MI | 48307 | NONE | PC | GENERAL OPERATING | $2,500 |
| COMMUNITY REACH | |||||||
| 15 FIRST AVE | RED LION | PA | 17356 | NONE | PC | GENERAL OPERATING | $1,000 |
| CONCORD COMMUNITY SCHOOLS | |||||||
| PO BOX 338 | CONCORD | MI | 49237 | NONE | PC | GENERAL OPERATING | $10,000 |
| CRAFTSMAN WITH CHARACTER FOUNDATION | |||||||
| 20 GEAR DR | EDGERTON | WI | 53534 | NONE | PC | GENERAL OPERATING | $2,500 |
| CRAWFORD AUSABLE EXCELLENCE IN EDUCATION FOUNDATION | |||||||
| 1135 N OLD 27 | GRAYLING | MI | 49738 | NONE | PC | GENERAL OPERATING | $25,000 |
| CUSTOMS HOUSE MUSEUM & CULTURAL CENTER | |||||||
| 200 SOUTH 2ND ST | CLARKSVILLE | TN | 37040 | NONE | PC | GENERAL OPERATING | $5,000 |
| CUW FOUNDATION | |||||||
| 12800 N LAKE SHORE DR | MEQUON | WI | 53097 | NONE | PC | GENERAL OPERATING | $5,000 |
| DAVINCI INSTITUTE | |||||||
| 2800 SPRINGPORT RD | JACKSON | MI | 49202 | NONE | PC | GENERAL OPERATING | $10,000 |
| EAA AVIATION FOUNDATION | |||||||
| PO BOX 3086 | OSHKOSH | WI | 54903 | NONE | PC | GENERAL OPERATING | $1,000 |
| EAST JACKSON COMMUNITY SCHOOLS | |||||||
| 1404 N SUTTON RD | JACKSON | MI | 49202 | NONE | PC | GENERAL OPERATING | $10,000 |
| ELDORADO CIVIC ASSOCIATION | |||||||
| 5939 CALIFORNIA AVE | ALTOONA | PA | 16601 | NONE | PC | GENERAL OPERATING | $500 |
| ELKHORN AREA HS SCHOLARSHIP FOUNDATION | |||||||
| 3 N JACKSON ST | ELKHORN | WI | 53121 | NONE | PC | GENERAL OPERATING | $1,000 |
| ENGINEERING SOCIETY OF DETROIT | |||||||
| 20700 CIVIC CENTER DRSUITE 450 | SOUTHFIELD | MI | 48076 | NONE | PC | GENERAL OPERATING | $25,000 |
| FATHER GABRIEL RICHARD HIGH SCHOOL | |||||||
| 4333 WHITEHALL DR | ANN ARBOR | MI | 48105 | NONE | PC | GENERAL OPERATING | $2,000 |
| FATHER GABRIEL RICHARD HIGH SCHOOL | |||||||
| 4333 WHITEHALL DR | ANN ARBOR | MI | 48105 | NONE | PC | GENERAL OPERATING | $1,000 |
| FINDLAY TOWNSHIP | |||||||
| DRAWER W | CLINTON | PA | 15026 | NONE | PC | GENERAL OPERATING | $300 |
| FINESE FASTPITCH SOFTBALL | |||||||
| 9075 CAMPBELL CREEK DR | COMMERCE TWP | MI | 48390 | NONE | PC | GENERAL OPERATING | $300 |
| FIVE FORCES | |||||||
| 376 OLD SCHENLEY RD | LEECHBURG | PA | 15656 | NONE | PC | GENERAL OPERATING | $500 |
| FURY FASTPITCH | |||||||
| 267 TODD CENTER DR | COLUMBIA | IL | 62236 | NONE | PC | GENERAL OPERATING | $1,000 |
| FWCS CAREER ACADEMY | |||||||
| 1200 S BARR ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL OPERATING | $2,500 |
| GRACE BAPTIST CHURCH | |||||||
| 41771 STATE HWY 75 | SNEAD | AL | 35952 | NONE | PC | GENERAL OPERATING | $5,000 |
| GRANT ME HOPE | |||||||
| 930 INTERCHANGE DR | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATING | $1,000 |
| GRASS LAKE COMMUNITY SCHOOLS | |||||||
| 899 S UNION ST | GRASS LAKE | MI | 49240 | NONE | PC | GENERAL OPERATING | $20,000 |
| GRAYLING HIGH SCHOOL | |||||||
| 1135 NORTH OLD 27 | GRAYLING | MI | 49738 | NONE | PC | GENERAL OPERATING | $1,000 |
| GREATER BULLITT COUNTY YOUTH FOOTBALL LEAGUE | |||||||
| PO BOX 246 | SHEPHERDSVILLE | KY | 40165 | NONE | PC | GENERAL OPERATING | $1,000 |
| GREATER FOSTORIA COMMUNITY FOUNDATION | |||||||
| PO BOX 926 | FOSTORIA | OH | 44830 | NONE | PC | GENERAL OPERATING | $500 |
| HABITAT FOR HUMANITY OF FINDLAYHANCOCK COUNTY | |||||||
| 1200 COMMERCE PARKWAY | FINDLAY | OH | 45840 | NONE | PC | GENERAL OPERATING | $300 |
| HANOVER HORTON SCHOOLS | |||||||
| 10000 MOSCOW RD | HORTON | MI | 49246 | NONE | PC | GENERAL OPERATING | $15,000 |
| HARRIS CHAPEL CHURCH OF THE NAZARENE | |||||||
| 10450 S CO RD 54 EAST | SELMA | IN | 47383 | NONE | PC | GENERAL OPERATING | $1,000 |
| HCC FOUNDATION | |||||||
| 4115 N LOIS AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL OPERATING | $2,000 |
| HEARTLAND CAREER CENTER | |||||||
| 79 S 200 W | WABASH | IN | 46992 | NONE | PC | GENERAL OPERATING | $2,000 |
| HEAVY METAL SUMMER EXPERIENCE | |||||||
| 66 FULTON ST | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL OPERATING | $1,500 |
| HOLY TRINITY CATHOLIC PARISH | |||||||
| 2649 US-20 | SWANTON | OH | 43558 | NONE | PC | GENERAL OPERATING | $1,000 |
| IAPD CHARITABLE SCHOLARSHIP FOUNDATION | |||||||
| 6734 W 121ST ST | LEAWOOD | KS | 66209 | NONE | PC | GENERAL OPERATING | $1,000 |
| JACKSON AREA CAREER CENTER | |||||||
| 6800 BROWNS LAKE RD | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $5,750 |
| JACKSON CO BLACK SOX | |||||||
| 900 MORTON ST | JACKSON | OH | 45640 | NONE | PC | GENERAL OPERATING | $1,000 |
| JACKSON COUNTY PARKS | |||||||
| 128 W GANSON ST | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $411,000 |
| JACKSON PREPARATORY EARLY COLLEGE | |||||||
| 2111 EMMONS RD | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $10,000 |
| JACKSON PUBLIC SCHOOLS | |||||||
| 522 WILDWOOD AVE | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $75,000 |
| JHS BEARS VOLLEYBALL CLUB | |||||||
| 7600 FULTON DR NW | MASSILLON | OH | 44646 | NONE | PC | GENERAL OPERATING | $500 |
| JOHNNY MAC SOLDIERS FUND | |||||||
| 42395 RYAN RD SUITE 112-242 | ASHBURN | VA | 20148 | NONE | PC | GENERAL OPERATING | $50,000 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | |||||||
| 324 3RD ST SE SUITE 200 | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING | $8,155 |
| KELLOGG COMMUNITY COLLEGE FOUNDATION | |||||||
| 450 NORTH AVE | BATTLE CREEK | MI | 49017 | NONE | PC | GENERAL OPERATING | $5,000 |
| KELLY REEVES MEMORIAL FOUNDATION | |||||||
| 511 NORTH RIVER RD | MUNROE FALLS | OH | 44262 | NONE | PC | GENERAL OPERATING | $250 |
| KENT CITY SCHOOLS | |||||||
| PO BOX 283 | KENT CITY | MI | 49330 | NONE | PC | GENERAL OPERATING | $300 |
| KENTUCKY HUMANE SOCIETY | |||||||
| 1000 LYNDON LANE SUITE B | LOUISVILLE | KY | 40222 | NONE | PC | GENERAL OPERATING | $1,000 |
| KIDS' FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | NONE | PC | GENERAL OPERATING | $500 |
| KIRTLAND COMMUNITY COLLEGE FOUNDATION | |||||||
| 4800 W FOUR MILE RD | GRAYLING | MI | 49738 | NONE | PC | GENERAL OPERATING | $20,000 |
| MENOMONEE FALLS AREA HIGH SCHOOL | |||||||
| N80 W 14350 TITAN DR | MENOMONEE FALLS | WI | 53051 | NONE | PC | GENERAL OPERATING | $1,500 |
| MICHIGAN CENTER SCHOOLS | |||||||
| 400 S STATE ST | MICHIGAN CENTER | MI | 49254 | NONE | PC | GENERAL OPERATING | $20,000 |
| MICHIGAN CENTER SCHOOLS | |||||||
| 400 SOUTH STATE ST | MICHIGAN CENTER | MI | 49201 | NONE | PC | GENERAL OPERATING | $1,000 |
| MICHIGAN ECONOMIC DEVELOPMENT FOUNDATION | |||||||
| PO BOX 13063 | LANSING | MI | 48901 | NONE | PC | GENERAL OPERATING | $5,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 535 CHESTNUT RD ROOM 300 | EAST LANSING | MI | 48824 | NONE | PC | GENERAL OPERATING | $10,000 |
| MICHIGAN WORKS NORTHEAST CONSORTIUM | |||||||
| PO BOX 711 | ONAWAY | MI | 49765 | NONE | PC | GENERAL OPERATING | $2,500 |
| MONROE CENTRAL LITTLE LEAGUE | |||||||
| PO BOX 217 | FARMLAND | IN | 47340 | NONE | PC | GENERAL OPERATING | $400 |
| MUNSON HEALTHCARE FOUNDATION | |||||||
| 1150 MEDICAL CAMPUS DR | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL OPERATING | $5,000 |
| MYMICHIGAN HEALTH SYSTEM | |||||||
| 11351 E GRAND LAKE RD | PRESQUE ISLE | MI | 49777 | NONE | PC | GENERAL OPERATING | $500 |
| NAPOLEON COMMUNITY SCHOOLS | |||||||
| 200 WEST ST | NAPOLEON | MI | 49261 | NONE | PC | GENERAL OPERATING | $20,000 |
| NEW BRIGHTON LITTLE LIONS ASSOCIATION | |||||||
| PO BOX 128 | NEW BRIGHTON | PA | 15066 | NONE | PC | GENERAL OPERATING | $500 |
| NFPA EDUCATION & TECHNOLOGY FOUNDATION | |||||||
| 6737 W WASHINGTON ST SUITE 2350 | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL OPERATING | $4,665 |
| NORTHWEST COMMUNITY SCHOOLS | |||||||
| 4200 VANHORN RD | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $50,000 |
| NORTHWEST COMMUNITY SCHOOLS | |||||||
| 4200 VANHORN RD | JACKSON | MI | 49201 | NONE | PC | GENERAL OPERATING | $5,750 |
| OAKLAWN ELEMENTARY SCHOOL | |||||||
| 112 VIOLA AVE | OSHKOSH | WI | 54901 | NONE | PC | GENERAL OPERATING | $2,500 |
| OPEN DOOR | |||||||
| 111 W 6TH ST | SEDALIA | MO | 65301 | NONE | PC | GENERAL OPERATING | $500 |
| OSHKOSH RECREATION DEPARTMENT | |||||||
| 425 N DIVISION ST | OSHKOSH | WI | 54901 | NONE | PC | GENERAL OPERATING | $6,000 |
| PALOZOLA FOUNDATION | |||||||
| PO BOX 31071 | DES PERES | MO | 63131 | NONE | PC | GENERAL OPERATING | $12,000 |
| PANTHER PARENTS ATHLETIC BOOSTER CLUB | |||||||
| 1 PANTHER WAY | NORTON | OH | 44302 | NONE | PC | GENERAL OPERATING | $500 |
| PITTSBURGH POWER SOFTBALL | |||||||
| 2359 WESTGATE DR | PITTSBURGH | PA | 15237 | NONE | PC | GENERAL OPERATING | $250 |
| POTTERVILLE ATHLETIC DEPARTMENT | |||||||
| 425 E MAIN ST | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $2,500 |
| POTTERVILLE POLICE DEPARTMENT | |||||||
| 319 N NELSON | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $10,000 |
| POTTERVILLE PUBLIC SCHOOLS | |||||||
| 425 E MAIN ST | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $2,000 |
| ROCKFORD HIGH SCHOOL | |||||||
| 4100 KROES ST NE | ROCKFORD | MI | 49341 | NONE | PC | GENERAL OPERATING | $500 |
| SALEM HIGH SCHOOL | |||||||
| 400 SPARTAN DR | SALEM | VA | 24153 | NONE | PC | GENERAL OPERATING | $900 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL OPERATING | $750 |
| SKILLSUSA MICHIGAN | |||||||
| PO BOX 980432 | YPSILANTI | MI | 48198 | NONE | PC | GENERAL OPERATING | $28,000 |
| SPRINGPORT PUBLIC SCHOOLS | |||||||
| 300 W MAIN ST | SPRINGPORT | MI | 49284 | NONE | PC | GENERAL OPERATING | $15,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $25,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $500 |
| STOW MONROE FALLS HIGH SCHOOL | |||||||
| 3227 GRAHAM RD | STOW | OH | 44224 | NONE | PC | GENERAL OPERATING | $1,000 |
| TOLEDO HORNETS VOLLEYBALL | |||||||
| 7273 FOREST VALLEY DR | LAMBERVILLE | MI | 48144 | NONE | PC | GENERAL OPERATING | $500 |
| U OF M FRANKEL CARDIOVASCULAR CENTER | |||||||
| 777 E EISENHOWER PKWY SUITE 650 | ANN ARBOR | MI | 48108 | NONE | PC | GENERAL OPERATING | $1,000 |
| UNITED WAY OF SANDUSKY | |||||||
| 826 W STATE ST | FREMONT | OH | 43420 | NONE | PC | GENERAL OPERATING | $300 |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | ATHLETIC DEPARTMENT | $2,000,000 |
| VANDERCOOK LAKE PUBLIC SCHOOLS | |||||||
| 1000 E GOLF AVE | JACKSON | MI | 49203 | NONE | PC | GENERAL OPERATING | $10,000 |
| VENOM STARS | |||||||
| 6381 SULPHUR SPRINGS RD NE | HICKORY | NC | 28601 | NONE | PC | GENERAL OPERATING | $1,000 |
| WESTERN SCHOOL DISTRICT | |||||||
| 1400 S DEARING RD | PARMA | MI | 49269 | NONE | PC | GENERAL OPERATING | $40,000 |
| WINCHESTER COMMUNITY HIGH SCHOOL | |||||||
| 700 N UNION ST | WINCHESTER | IN | 47394 | NONE | PC | GENERAL OPERATING | $1,500 |
| YMCA OF GREATER MICHIANA | |||||||
| 905 N FRONT ST | NILES | MI | 49120 | NONE | PC | GENERAL OPERATING | $1,000 |
| AIAM FOUNDATION | |||||||
| PO BOX 81226 | ROCHESTER | MI | 48308 | NONE | PC | GENERAL OPERATING | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 5027 | BOONE | IA | 50950 | NONE | PC | GENERAL OPERATING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,327,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MICHIGAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 S STATE ST | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ATHLETIC DEPARTMENT | GrantOrContributionPurposeTxt |
| Amt | $2,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,104,413 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,966,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,185,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,185,777 | 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 |
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 | ALRO STEEL CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 E HIGH STREET | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $14,945 | Amt |
| Net Investment Income | $7,473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,472 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS (DETAIL AVAILABLE UPON REQUEST) | BondNm |
| EOY Book Value | $18,798,392 | EOYBookValueAmt |
| EOYFMV | $18,181,536 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $34,186,719 | EOYBookValueAmt |
| EOYFMV | $47,296,648 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP INTERESTS (DETAIL AVAILABLE UPON REQUEST) | AT COST | $1,244,519 | $2,201,659 |
| MUTUAL FUNDS (DETAIL AVAILABLE UPON REQUEST) | AT COST | $9,782,005 | $14,751,876 |
| OTHER FIXED INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | AT COST | $12,877,197 | $17,654,358 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $449,674 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MI ANNUAL REPORT FEE | $20 | $0 | $20 |
| PARTNERSHIP LOSSES AND EXPENSES | $27,463 | $27,411 | $52 |
| ADR FEES | $2,403 | $2,403 | $0 |
| NONPROFIT RESEARCH EXPENSES | $999 | $0 | $999 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP OTHER INCOME | $110,436 | $110,436 | $110,436 |
| OTHER INVESTMENT INCOME | $4,210 | $4,210 | $4,210 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $376,099 | Amt |
| Net Investment Income | $376,099 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALRO STEEL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EAST HIGH STREET | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49203 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $38,926 | $38,926 | $0 |
| EXCISE TAXES | $45,000 | $0 | $0 |
| RECLAIMABLE FOREIGN TAXES | $4,555 | $0 | $0 |