ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-14
- IRS object ID
- 201702879349100500
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-14T12:43:49-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-26 | 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 | 2017-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | BD6449791F1B4D7043C38D5B81B59B4334419EB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31C59461812A0D2E7EBD5BA18D3089ED0C1E8319 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $507,049 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,788 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,610 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,372 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $712 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,204 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,727 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $477,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $460,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $517,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $494,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $507,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $517,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $494,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $517,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $494,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $517,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $494,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $517,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $494,758 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $494,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $499,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,146 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $521,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052049 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $436,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064310 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $345,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062210 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $326,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059797 | DistributionYr5Rt |
| Total Distribution | 0.291707 | TotalDistributionRt |
| Average Distribution | 0.058341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $473,597 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,630 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,664 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67 | SubtotalAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $74 | AppliedToEsTaxAmt |
| Total Payments And Credits | $74 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7 | OverpaymentAmt |
| Applied To ES Tax | $7 | 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 | $473,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $480,809 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $480,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $473,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $23,613 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,613 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,660 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,660 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,613 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,670 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,660 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,047 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,437 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,503 | ExcessFromYear4Amt |
| Excess From Year3 | $6,495 | ExcessFromYear3Amt |
| Excess From Year2 | $1,250 | ExcessFromYear2Amt |
| Excess From Year1 | $1,670 | ExcessFromYear1Amt |
| Excess From Current Year | $3,047 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | PROGRAM SUPPORT | $1,250 |
| COTS | |||||||
| 26 PETERBORO | DETROIT | MI | 48201 | N/A | PUBLIC | HELPS HOMELESS PEOPLE | $2,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PUBLIC | HELPS HOMELESS PEOPLE | $2,000 |
| LIGHTHOUSE OF OAKLAND COUNTY | |||||||
| PO BOX 430508 | PONTIAC | MI | 48343 | N/A | PUBLIC | FOOD/ EMERGENCY HOUSING | $1,000 |
| EASTER SEALS | |||||||
| 2399 E WALTON BLVD | AUBURN HILLS | MI | 48326 | N/A | PUBLIC | DISABILITY SUPPORT | $2,000 |
| HAVEN | |||||||
| PO BOX 431045 | PONTIAC | MI | 48343 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| WDET | |||||||
| 4600 CASS AVENUE | DETROIT | MI | 48201 | N/A | PUBLIC | PUBLIC RADIO | $500 |
| CRANBROOK ACADEMY OF ART | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | ART MEMBERS | $200 |
| FRIENDS OF BHGM HISTORICAL MUSEUM | |||||||
| 556 W MAPLE | BIRMINGHAM | MI | 48009 | N/A | PUBLIC | HILL SCHOOL BELL PROJECT | $250 |
| CHICAGO CHILDREN'S MUSEUM | |||||||
| 700 EAST GRAND AVE 127 | CHICAGO | IL | 60611 | N/A | PUBLIC | HIDE N SEEK EVENT | $2,500 |
| DETROIT RESCUE MISSION MINISTRIES | |||||||
| 150 STIMSON | DETROIT | MI | 48231 | N/A | PUBLIC | SUPPORTS HOMELESS | $1,000 |
| 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 | $300 |
| DETROIT SYMPHONY ORCHESTRA | |||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | PROGRAM SUPPORT | $100 |
| DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | PROGRAM SUPPORT | $250 |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | ANIMAL WELFARE | $100 |
| THE COMMUNITY HOUSE | |||||||
| 380 S BATES ST | BIRMINGHAM | MI | 48009 | N/A | PUBLIC | 2016 ANNUAL FUND DRIVE | $100 |
| CRANBROOK MUSIC GUILD | |||||||
| PO BOX 402 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | PROGRAM SUPPORT | $200 |
| DETROIT PUBLIC LIBRARY FRIENDS FDN | |||||||
| 5201 WOODWARD | DETROIT | MI | 48202 | N/A | PUBLIC | PROGRAM SUPPORT | $1,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 |
| LITTLE TRAVERSE BAY HUMANE SOCIETY | |||||||
| 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | N/A | PUBLIC | GOOD SAMARITAN FUND | $2,500 |
| CROOKED TREE ARTS CENTER | |||||||
| 461 E MITCHELL ST | PETOSKEY | MI | 49770 | N/A | PUBLIC | D.ART FOR ART 2016 | $650 |
| JVC | |||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48076 | N/A | PUBLIC | TRADE SECRETS PROGRAM | $500 |
| SEAHOLM MARCHING BAND | |||||||
| 2436 W LINCOLN | BIRMINGHAM | MI | 48009 | N/A | PUBLIC | PROGRAM SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $1,788 | ExclusionAmt |
| Related Or Exempt Function Incm | -$199 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,575 | ExclusionAmt |
| Related Or Exempt Function Incm | -$199 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,376 | 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 | $2,372 | Amt |
| Net Investment Income | $712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,660 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WELLS FARGO S/T MUNI BOND | AssetDesc |
| Acquired | 2014-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-09 | SoldDt |
| Gross Sales Price | $24,970 | GrossSalesPriceAmt |
| Basis | $25,169 | BasisAmt |
| Total Net | -$199 | TotalNetAmt |
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 | $31,727 | 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 | $460,086 | BookValueAmt |
| EOYFMV | $470,650 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,204 | Amt |
| Net Investment Income | $5,204 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $330 | Amt |
| Net Investment Income | $330 | NetInvestmentIncomeAmt |