ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-09
- IRS object ID
- 201801909349100610
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-09T11:07:36-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383084880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERMAN KAPLAN & SAKWA CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29200 NORTHWESTERN HWY SUITE 150 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 ROSENTHAL FORESTER | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN H KAPLAN CPA | PreparerPersonNm |
| PTIN | P00021476 | PTIN |
| Phone | 2483584121 | PhoneNum |
| Preparation | 2018-06-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,090,990 | 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 | $220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,993 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,447 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,334 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,113 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,230 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $281 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,626 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,626 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $460,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $803,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $832,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $494,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,057,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,090,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $494,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,057,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $494,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $494,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,057,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $494,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $602,358 | OtherIncreasesAmt |
| Subtotal | $1,057,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $20,461 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,640 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,821 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,821 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,949 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $473,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $499,991 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $521,546 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $436,342 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $345,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062210 | DistributionYr5Rt |
| Total Distribution | 0.288203 | TotalDistributionRt |
| Average Distribution | 0.057641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,039,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,890 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,739 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $323 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $323 | SubtotalAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $407 | TotalPaymentsAndCreditsAmt |
| Overpayment | $84 | OverpaymentAmt |
| Applied To ES Tax | $84 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROCHELLE ROSENTHAL FORESTER | IndividualWithBooksNm |
| Phone | 2485406366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 LAKE PARK | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RANDOLPH L FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | SECRETARY/DI | 0.25 | $0 | $0 | $0 |
| ROCHELLE ROSENTHAL FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | PRESIDENT/DI | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $720,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,054,849 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,054,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,039,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $323 | TotalTaxAmt |
| Distributable Before Adj | $51,628 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,628 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,628 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,739 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,739 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,739 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,628 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,670 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,739 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,111 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,076 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,495 | ExcessFromYear4Amt |
| Excess From Year3 | $1,250 | ExcessFromYear3Amt |
| Excess From Year2 | $1,670 | ExcessFromYear2Amt |
| Excess From Year1 | $3,047 | ExcessFromYear1Amt |
| Excess From Current Year | $5,111 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHICAGO CHILDREN'S MUSEUM | ||||||||
| 700 EAST GRAND AVE | SUITE 127 | CHICAGO | IL | 60611 | N/A | PUBLIC | PROGRAM SUPPORT | $2,500 |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC | IN MEMORY AUGUSTA FRIEDMAN IRVINGS | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 21311 CIVIC CENTER DRIVE | SOUTHFIELD | MI | 48076 | N/A | PUBLIC | IN MEMORY IRMA WALD | $100 | |
| CRANBROOK HOUSE & GARDENS AUXILIARY | ||||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | PROGRAM SUPPORT | $1,350 | |
| DETROIT HISTORICAL SOCIETY | ||||||||
| 5401 WOODWARD AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | MUSEUM | $440 | |
| COTS | ||||||||
| 26 PETERBORO | DETROIT | MI | 48201 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| LIGHTHOUSE OF OAKLAND COUNTY | ||||||||
| PO BOX 430508 | PONTIAC | MI | 48343 | N/A | PUBLIC | PROGAM SUPPORT | $1,000 | |
| EASTER SEALS | ||||||||
| 2399 E WALTON BLVD | AUBURN HILLS | MI | 48326 | N/A | PUBLIC | PROGRAM SUPPORT | $2,100 | |
| HAVEN | ||||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | N/A | PUBLIC | GENERAL SUPPORT | $5,100 | |
| WDET | ||||||||
| 4600 CASS AVENUE | DETROIT | MI | 48201 | N/A | PUBLIC | PUBLIC RADIO | $500 | |
| CRANBROOK SCHOOLS | ||||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | ANNUAL FUND | $250 | |
| COMMON GROUND | ||||||||
| 1410 SOUTH TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48302 | N/A | PUBLIC | IN MEMPAT SIMMONS & PROGRAM SUPPORT | $1,100 | |
| THE HEIDELBERG PROJECT | ||||||||
| 1005 PARKER ST | UNIT 1 | DETROIT | MI | 48214 | N/A | PUBLIC | IN MEMORYOF BETTY JEAN GUYTON | $500 |
| JEWISH FEDERATION OF METRO DETROIT | ||||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | 2018 CAMPAIGN | $5,000 | |
| NATURAL RESOURCES DEFENCE COUNCIL | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| MOSIAC YOUTH THEATRE OF DETROIT | ||||||||
| 2251 ANTIETAM AVE | DETROIT | MI | 48207 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE | 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PROGRAM SUPPORT | $1,500 |
| ACLU | ||||||||
| 125 BROAD ST | 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 |
| LAKE CHARLEVOIX ASSOCIATION | ||||||||
| PO BOX 294 | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | PROGRAM SUPPORT | $250 | |
| THAW | ||||||||
| 535 GRISWOLD ST | SUITE 200 | DETROIT | MI | 48226 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 |
| CASS COMMUNITY SOCIAL SERVICES | ||||||||
| 11745 ROSA PARKS BLVD | DETROIT | MI | 48206 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| GLEANERS | ||||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST | 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 |
| CAPUCHIN SOUP KITCHEN | ||||||||
| 1820 MT ELLIOTT ST | DETROIT | MI | 48207 | N/A | PUBLIC | PROGRAM SUPPORT | $1,500 | |
| DETROIT PUBLIC THEATRE | ||||||||
| 1401 VERMONT ST | SUITE 179 | DETROIT | MI | 48216 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 |
| CHARLEVOIX CIRCLE OF ARTS | ||||||||
| 109 CLINTON ST | CHARLEVOIC | MI | 49720 | N/A | PUBLIC | PROGRAM SUPPORT | $250 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | N/A | PUBLIC | PROGRAM SUPPORT | $100 | |
| HUDSON LYRIC OPERA | ||||||||
| 53 MORTON ST | GARNERVILLE | NY | 10923 | N/A | PUBLIC | PROGRAM SUPPORT | $700 | |
| DETROIT RESCUE MISSION MINISTRIES | ||||||||
| PO BOX 312087 | DETROIT | MI | 48201 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| CHRIST CHILD HOUSE | ||||||||
| 15751 JOY ROAD | DETROIT | MI | 48228 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| THE SUN | ||||||||
| 107 N ROBERSON ST | CHAPEL HILL | NC | 27516 | N/A | PUBLIC | PROGRAM SUPPORT | $500 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE ST | ANN ARBOR | MI | 481091288 | N/A | PUBLIC | MICHIGAN RADIO | $500 | |
| DETROIT INSTITUTE OF ARTS | ||||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | PROGRAM SUPPORT | $400 | |
| CSZ SISTERHOOD | ||||||||
| 27375 BELL ROAD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | PROGRAM SUPPORT | $136 | |
| MICHIGAN HUMANE SOCIETY | ||||||||
| 30300 TELEGRAPH RD | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | ANIMAL WELFARE | $100 | |
| DETROIT PUBLIC LIBRARY FDN | ||||||||
| 5201 WOODWARD | DETROIT | MI | 48202 | N/A | PUBLIC | PROGRAM SUPPORT | $1,300 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | GNERAL FUND | $5,000 | |
| LITTLE TRAVERSE BAY HUMANE SOCIETY | ||||||||
| 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | N/A | PUBLIC | PROGRAM SUPPORT | $500 | |
| JVC | ||||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48076 | N/A | PUBLIC | ANNUAL CAMPAIGN | $350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,626 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $5,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,821 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,821 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,686 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,447 | Amt |
| Net Investment Income | $1,334 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,113 | DisbursementsCharitablePrpsAmt |
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 | $34,081 | 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 | $803,200 | BookValueAmt |
| EOYFMV | $832,965 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER FROM ANN & MIKE ROSENTHAL FDN FINALIZED | Desc |
| Amt | $602,358 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,230 | Amt |
| Net Investment Income | $3,230 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $281 | $281 |
| EXCISE TAX | $74 |