ALRO STEEL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALRO STEEL FOUNDATION (EIN 30-0254220)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349100111
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T08:14:50-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 5177692529 | 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 | BRIAN T GLICK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5177692529 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,432,188 | 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 | $3,600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $452,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,867,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,848 | 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 |
| Other Prof Fees Rev And Expnss | $34,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $658 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,519,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,519,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,557,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,519,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,309,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,490,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,642,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,642,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,576,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,133,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,011,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $400,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $700,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $702,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,887,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,165,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,073,941 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,354,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,643,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,432,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $14,354,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,643,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,354,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,643,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,354,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,643,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,354,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,309,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,217 | OtherIncreasesAmt |
| Subtotal | $15,666,152 | SubtotalAmt |
| Other Decreases | $22,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,643,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $22,166 | $23,032 | -$866 | -$866 |
| PUBLICLY TRADED SECURITIES | P | $142,637 | $124,938 | $17,699 | $17,699 |
| PUBLICLY TRADED SECURITIES | P | $250,135 | $250,000 | $135 | $135 |
| CAPITAL GAINS DIVIDENDS | P | $37,712 | $37,712 | $37,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,680 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,014,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,778,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.218789 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,517,920 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,737,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,065,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,179,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.225057 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,587,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,542,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.242683 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,126,872 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,935,692 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.189847 | DistributionYr5Rt |
| Total Distribution | 0.995547 | TotalDistributionRt |
| Average Distribution | 0.199109 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,906,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,768,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,292 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,771,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,519,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,720 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,864 | TaxDueAmt |
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 | REBECCA ARMSTRONG | IndividualWithBooksNm |
| Phone | 5177692529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1166 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49204 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BARRY J GLICK | ||||||||
| 6200 PARK OF COMMERCE BLVD | BOCA RATON | FL | 33431 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARLTON L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RANDAL L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | TREASURER | 2.00 | $0 | $0 | $0 |
| BRIAN T GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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) |
|---|---|---|
| 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 | $6,551,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,566,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,118,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,118,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,906,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $695,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $695,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,584 | TotalTaxAmt |
| Distributable Before Adj | $690,736 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $690,736 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $690,736 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,519,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,519,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,519,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $690,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $830,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,261,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,608,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $882,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,329,115 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,911,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,519,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $690,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,829,139 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,740,316 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $830,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,910,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,261,472 | ExcessFromYear4Amt |
| Excess From Year3 | $1,608,140 | ExcessFromYear3Amt |
| Excess From Year2 | $882,188 | ExcessFromYear2Amt |
| Excess From Year1 | $2,329,115 | ExcessFromYear1Amt |
| Excess From Current Year | $1,829,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | ATHLETIC DEPARTMENT | $1,000,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | SCHEMBECHLER HALL/C.S. MOTT HOSPITAL PROJECTS | $1,500,000 |
| ALS ASSOCIATION | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | NONE | PC | GENERAL OPERATING | $250 |
| AQUINAS COLLEGE | |||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 495061799 | NONE | PC | GENERAL OPERATING | $1,000 |
| NATIONAL KIDNEY FOUNDATION OF INDIANA | |||||||
| 1415 DIRECTORS ROW SUITE 9A | FORT WAYNE | IN | 46808 | NONE | PC | GENERAL OPERATING | $500 |
| POTTERVILLE PUBLIC SCHOOLS | |||||||
| 424 N HIGH ST | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $250 |
| SPECIAL OLYMPICS | |||||||
| CENTRAL MICHIGAN UNIVERSITY | MOUNT PLEASANT | MI | 48859 | NONE | PC | GENERAL OPERATING | $250 |
| EVANGELICAL UNITED METHODIST CHURCH | |||||||
| 111 DEVOR ST | GREENVILLE | OH | 45331 | NONE | PC | GENERAL OPERATING | $100 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 3001 METRO DR SUITE 100 | BLOOMINGTON | MN | 55425 | NONE | PC | GENERAL OPERATING | $100 |
| RIGHT PLACE FOUNDATION | |||||||
| 161 W OTTAWA AVE NW SUITE 400 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $1,000 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $600 |
| AMERICAN CANCER SOCIETY | |||||||
| 314 GOOD DR | LANCASTER | PA | 17603 | NONE | PC | GENERAL OPERATING | $200 |
| WHITETAILS UNLIMITED | |||||||
| 556 EAST HIGHLAND RD | MACEDONIA | OH | 44056 | NONE | PC | GENERAL OPERATING | $100 |
| BEAUTIFY BEECH GROVE | |||||||
| 620 MAIN ST | BEECH GROVE | IN | 46107 | NONE | PC | GENERAL OPERATING | $500 |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN | |||||||
| 8948 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | NONE | PC | GENERAL OPERATING | $500 |
| WILSON PARK YOUTH BASEBALL | |||||||
| 5021 S 24TH ST | MILWAUKEE | WI | 53221 | NONE | PC | GENERAL OPERATING | $600 |
| ANNA'S HOUSE | |||||||
| 303 N ELDER | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL OPERATING | $100 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||
| 2250 N DRUID HILLS RD 250 | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING | $250 |
| POTTERVILLE UNITED METHODIST CHURCH | |||||||
| 105 N CHURCH ST | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| 234 W FLORIDA ST SUITE 207 | MILWAUKEE | WI | 53204 | NONE | PC | GENERAL OPERATING | $250 |
| BATTLE CREEK COMMUNITY FOUNDATION | |||||||
| 34 JACKSON ST W | BATTLE CREEK | MI | 49017 | NONE | PC | GENERAL OPERATING | $100 |
| ST MARY'S CHILD CENTER | |||||||
| 901 MLK ST | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL OPERATING | $600 |
| AMERICAN HEART ASSOCIATION | |||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | GENERAL OPERATING | $250 |
| CHARLOTTE FRONTIER DAYS | |||||||
| 241 S COCHRAN AVE | CHARLOTTE | MI | 48813 | NONE | PC | GENERAL OPERATING | $350 |
| THE WOMEN'S CENTER OF NORTHWEST INDIANA | |||||||
| PO BOX 1337 | CROWN POINT | IN | 46308 | NONE | PC | GENERAL OPERATING | $200 |
| WHEELER MISSION MINISTRIES | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING | $500 |
| LIVONIA FAMILY YMCA | |||||||
| 14255 STARK RD | LIVONIA | MI | 48154 | NONE | PC | GENERAL OPERATING | $500 |
| HOME CONNECTION CHARITY | |||||||
| 7325 GREAT NORTHERN TRAIL | UNION | IL | 60180 | NONE | PC | GENERAL OPERATING | $200 |
| NFPA EDUCATION & TECHNOLOGY FOUNDATION | |||||||
| 6737 W WASHINGTON ST SUITE 2350 | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL OPERATING | $1,000 |
| SME | |||||||
| PO BOX 34 | RACINE | WI | 53401 | NONE | PC | GENERAL OPERATING | $150 |
| AMERICAN LEGION CHARITIES | |||||||
| 700 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING | $125 |
| EATON COUNTY SHERIFF DEPT | |||||||
| PO BOX 187 | CHARLOTTE | MI | 48813 | NONE | PC | GENERAL OPERATING | $180 |
| ALPENA CANCER CENTER | |||||||
| 1501 W CHISHOLM ST | ALPENA | MI | 49707 | NONE | PC | GENERAL OPERATING | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | GENERAL OPERATING | $100 |
| COMPASSIONATE HEART MINISTRIES | |||||||
| 100 S PINE ST SUITE 150 | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATING | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | GENERAL OPERATING | $100 |
| UAB PALLIATIVE CARE UNIT | |||||||
| 1720 SECOND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | GENERAL OPERATING | $50 |
| FAITH RANCH | |||||||
| BOX 355 | JEWETT | OH | 43986 | NONE | PC | GENERAL OPERATING | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2595 INTERSTATE DR SUITE100 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL OPERATING | $250 |
| MICHELLE LUNN HOPE FOUNDATION | |||||||
| 6361 REDINGTON DR SE | ADA | MI | 49301 | NONE | PC | GENERAL OPERATING | $100 |
| ANIMAL FRIENDS | |||||||
| 562 CAMP HOME RD | PITTSBURGH | PA | 15237 | NONE | PC | GENERAL OPERATING | $100 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING | $5,000 |
| HEART SOCIETY OF GASTON COUNTY INC | |||||||
| 1201 E GARRISON BLVD | GASTONIA | NC | 28054 | NONE | PC | GENERAL OPERATING | $250 |
| ST JOSEPH COUNTY FOUNDATION | |||||||
| PO BOX 837 | SOUTH BEND | IN | 46624 | NONE | PC | GENERAL OPERATING | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 6155 ROCKSIDE RD SUITE 202 | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL OPERATING | $1,000 |
| BENTON TOWNSHIP EMERGENCY SERVICES | |||||||
| 4713 HARTEL RD | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $250 |
| POTTERVILLE CITY FIRE DEPARTMENT | |||||||
| PO BOX 488 | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $250 |
| CUTTING EDGE EDUCATIONAL DEVELOPMENT SOLUTIONS | |||||||
| 2485 AERO PARK DR | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL OPERATING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,519,855 | 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 | $19,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $19,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,131 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,048 | 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 | $3,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $700,000 | EOYBookValueAmt |
| EOYFMV | $702,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,133,406 | EOYBookValueAmt |
| EOYFMV | $4,011,571 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US TREASURY NOTES | AT COST | $100,343 | $100,480 |
| PREFERRED STOCK INVESTMENTS | AT COST | $682,643 | $727,187 |
| LIMITED PARTNERSHIP INTEREST | AT COST | $24,223 | $16,408 |
| MUTUAL FUNDS | AT COST | $1,358,556 | $1,229,866 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,833 | EOYBookValueAmt |
| EOYFMV | $1,833 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,597 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICHIGAN ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,217 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $34,991 | Amt |
| Net Investment Income | $34,991 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $658 | $658 | $0 |
| EXCISE TAXES | $2,249 | $0 | $0 |