CHUCK AND DEE HOWEY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHUCK AND DEE HOWEY FAMILY FOUNDATION (EIN 26-1480132)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349102362
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T15:11:15-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412135756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCELLA S HOLMES CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28411 NORTHWESTERN HWY SUITE 800 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480345538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261480132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUCK AND DEE HOWEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUC | BusinessNameControlTxt |
| Phone | 7346711600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23933 VREELAND ROAD | AddressLine1Txt |
| City | FLAT ROCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HOWEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7346711600 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCELLA S HOLMES CPA | PreparerPersonNm |
| PTIN | P00070887 | PTIN |
| Phone | 2484154423 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,119,170 | 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 | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $587,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $665,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $782,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,095 | 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 | $3,671 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,753 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $707 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $398,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $394,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $383,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $778,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,862,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,170,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,036,725 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,299 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,642 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,621 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,335 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,916,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,250,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,119,170 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $48,823 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $48,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100 | 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 | $1,867,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,250,796 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,867,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,916,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,250,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,867,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $383,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,250,796 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHS FREEPORT MCMORAN | P | 2007-11-01 | 2014-02-27 | $4,993 | $6,699 | -$1,706 | -$1,706 |
| 500 SHS APOLLO INVESTMENTS | P | 2007-06-27 | 2014-06-30 | $4,021 | $10,844 | -$6,823 | -$6,823 |
| 2047 UNITS KINDER MORGAN LP | P | 2003-07-25 | 2014-11-26 | $208,516 | $21,825 | $186,691 | $186,691 |
| 2868 SHS APPLE INC. | P | 2005-10-11 | 2014-12-26 | $322,953 | $20,650 | $302,303 | $302,303 |
| 500 SHS VERIZON | P | 2008-02-05 | 2014-08-05 | $25,497 | $17,272 | $8,225 | $8,225 |
| 500 SHS RYMAN HOSPITALITY | P | 2003-11-21 | 2014-11-14 | $24,954 | $1,090 | $23,864 | $23,864 |
| NEW MEDIA INVESTMENT GROUP FRAC SHARE | P | 2014-02-27 | 2014-02-27 | $8 | $8 | $8 | |
| NEW RESIDENTIAL INVESTMENTS FRAC SHARE | P | 2013-05-21 | 2014-10-31 | $6 | $7 | -$1 | -$1 |
| NEW MEDIA INVESTMENT GROUP FRAC SHARE | P | 2014-10-29 | 2014-10-29 | $6 | $6 | $6 | |
| KINDER MORGAN ORDINARY GAIN ON SALE | P | 2003-07-25 | 2014-11-26 | $70,158 | $70,158 | $70,158 | |
| CAPITAL GAINS DIVIDENDS | P | $4,665 | $4,665 | $4,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,500,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054324 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,912 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,412,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053753 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,676 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,322,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062536 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,155,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,367 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $721,671 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024065 | DistributionYr5Rt |
| Total Distribution | 0.245925 | TotalDistributionRt |
| Average Distribution | 0.049185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,525,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $394,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,486 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,486 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,300 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN K HOWEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7346711600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23933 VREELAND ROAD | AddressLine1Txt |
| City | FLAT ROCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48134 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN K HOWEY | ||||||||
| 23933 VREELAND ROAD | FLAT ROCK | MI | 48134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHARLES O HOWEY | ||||||||
| 23933 VREELAND ROAD | FLAT ROCK | MI | 48134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES C HOWEY | ||||||||
| 23933 VREELAND ROAD | FLAT ROCK | MI | 48134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MC CULLOUGH | ||||||||
| 23933 VREELAND ROAD | FLAT ROCK | MI | 48134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBA S WILKINS | ||||||||
| 23333 ALLEN ROAD | WOODHAVEN | MI | 48183 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,631,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,640,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,640,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,525,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,786 | TotalTaxAmt |
| Distributable Before Adj | $368,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $394,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $394,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,786 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $394,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $368,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,170 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,405 | ExcessFromYear1Amt |
| Excess From Current Year | $25,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROTARY CLUB OF TRENTON | |||||||
| 2700 WESTFIELD ROAD | TRENTON | MI | 48183 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | GENERAL PURPOSE | $343,000 |
| KARMANOS CANCER INSTITUTE | |||||||
| 4201 ST ANTOINE ST | DETROIT | MI | 48201 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| PENRICKTON CENTER FOR THE BLIND | |||||||
| 26530 EUREKA ROAD | TAYLOR | MI | 48180 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| SPRING ARBOR UNIVERSITY | |||||||
| 106 EAST MAIN STREET | SPRING ARBOR | MI | 49283 | NONE | 501(C)(3) | GENERAL PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,592 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $782,095 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,671 | Amt |
| Net Investment Income | $2,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $2,170,266 | EOYBookValueAmt |
| EOYFMV | $8,036,725 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TERRA NITROGEN COMPANY LP | AT COST | $43,827 | $45,642 |
| KINDER MORGAN ENERY PARTNERS LP | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,549 | $14,238 | $14,238 |
| DEPOSITS | $72 | $97 | $97 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TERRA NITROGEN K1 | $1,554 | $1,554 | $1,554 |
| MERRILL LYNCH OTHER INCOME | $30 | $30 | $30 |
| KINDER MORGAN K1 | $433 | $433 | $433 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| KINDER MORGAN DEFICIT CAPITAL ACCOUNT | $48,823 | $0 |
| LOAN C O MANAGEMENT SERVICES | $0 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $18 | Amt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES AND DOLORES HOWEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8760 PEBBLE CREEK LANE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $707 | $707 | $0 |
| EXCISE TAX | $100 | $0 | $0 |