THE@FRANKLIN H AND NANCY S MOORE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@FRANKLIN H AND NANCY S MOORE FOUNDATION (EIN 38-3388238)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-02
- IRS object ID
- 201521539349100107
- 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
- Land Etc Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-02T09:49:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263866753 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUSTIN NIESTER SCHWEIHOFER & FINNEGAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FORT ST STE 200 | AddressLine1Txt |
| City | PORT HURON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480603930 | 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 | 383388238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN H & NANCY S MOORE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8103292705 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 E MELDRUM CIRCLE | AddressLine1Txt |
| City | ST CLAIR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANKLIN H MOORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8103292705 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA L SCHWEIHOFER | PreparerPersonNm |
| PTIN | P00121469 | PTIN |
| Phone | 8109859000 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,399,073 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,188 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,921 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,921 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $465 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,134,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,211,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,364,224 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,180,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,246,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,399,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $956,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,180,378 | CapitalStockEOYAmt |
| Retained Earning BOY | $224,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,180,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,180,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,246,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,180,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,900 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,246,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS | P | 2009-07-20 | 2014-04-17 | $45,000 | $40,708 | $4,292 | $4,292 |
| AMERICAN INTERNATIONAL GROWTH & INCO | P | 2009-10-20 | 2014-04-23 | $20,000 | $17,041 | $2,959 | $2,959 |
| PEBBLEBROOK HOTEL TR | P | 2010-10-12 | 2014-04-17 | $60,953 | $33,716 | $27,237 | $27,237 |
| ROYCE PENNSYLVANIA MUTUAL FUND INVES | P | 2005-08-30 | 2014-04-17 | $24,980 | $18,271 | $6,709 | $6,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,140,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044220 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,027,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049385 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,015,722 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $970,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $860,668 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063233 | DistributionYr5Rt |
| Total Distribution | 0.246562 | TotalDistributionRt |
| Average Distribution | 0.049312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,391,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,618 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,620 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,496 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,496 | SubtotalAmt |
| Tax Based On Investment Income | $2,496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,150 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $652 | OverpaymentAmt |
| Applied To ES Tax | $652 | 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 | GUIDESTAR | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUSTIN NIESTER SCHWEIHOFER & | BusinessNameLine1Txt |
| Business Name Line2 | FINNEGAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8109859000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FORT STREET | AddressLine1Txt |
| Address Line2 | STE 200 | AddressLine2Txt |
| City | PORT HURON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48060 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN MOORE JR | |||||||||
| 633 E MELDRUM CIRCLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| NANCY MOORE | |||||||||
| 633 E MELDRUM CIRCLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | SECRETARY | 2.00 | $0 | $0 | $0 |
| FRANKLIN MOORE | |||||||||
| 633 E MELDRUM CICRLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH BISHOP | |||||||||
| 633 E MELDRUM CIRCLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER RYNNE | |||||||||
| 633 E MELDRUM CIRCLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WALTER MOORE | |||||||||
| 633 E MELDRUM CIRCLE | 633 E MELDRUM CIRCLE | ST CLAIR | MI | 48079 | DIRECTOR | 1.00 | $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 | $1,364,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,412,697 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,412,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,391,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,496 | TotalTaxAmt |
| Distributable Before Adj | $67,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,620 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,620 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,620 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,517 | UndistributedIncomePYAmt |
| Qualifying Distributions | $53,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,517 | AppliedToYear1Amt |
| Applied To Current Year | $1,103 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $65,976 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADULT GUARDIANSHIP | ||||||||||||||
| 1468 W 25TH STREET | STE 300 | CLEVELAND | OH | 44113 | NONE | 509(A) | CHARITY | $2,000 | ||||||
| COMMUNITY FDN | ||||||||||||||
| SUPERIOR | PORT HURON | MI | 48060 | NONE | 509(A) | CHARITY | $12,000 | OF SCC | ||||||
| EL HOGAR | ||||||||||||||
| 70 CHURCH STREET | WINCHESTER | MA | 01890 | NONE | 509(A) | CHARITY | $1,000 | |||||||
| ANN ARBOR SUMMER FESTIVAL | ||||||||||||||
| 310 DEPOT STREET | ANN ARBOR | MI | 48104 | NONE | 501(C)(3) | CHARITY | $1,000 | |||||||
| MICHIGAN NATURE | ||||||||||||||
| 326 EAST GRAND RIVER AVE | WILLIAMSTON | MI | 48895 | NONE | 509 (A) | CHARITY | $1,000 | ASSOCIATION | ||||||
| ST CLAIR ART ASSOCIATION | ||||||||||||||
| RIVER ROAD | ST CLAIR | MI | 48060 | NONE | 509(A) | CHARITY | $2,000 | |||||||
| STRATFORD FESTIVAL | ||||||||||||||
| NONE | 509 (A) | CHARITY | $6,500 | PO BOX 520 | STRATFORD | CANADA | CA | N5A6V2 | ||||||
| SECOND HARVEST FOOD BANK OF SANTA C | ||||||||||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | NONE | 501(C)(3) | CHARITY | $1,000 | |||||||
| TRUSTEES OF PHILLIPS ACAD | ||||||||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | 509(A) | CHARITY | $2,000 | |||||||
| WONDERFOOL PRODUCTIONS | ||||||||||||||
| 126 SOUTH MAIN STREET | ANN ARBOR | MI | 48014 | NONE | 501(C)(3) | CHARITY | $1,000 | |||||||
| PURPLE ROSE THEATER | ||||||||||||||
| 137 PARK STREET | CHELSEA | MI | 48118 | NONE | 501 (C) (3) | CHARITY | $1,000 | |||||||
| WILD SWAN THEATRE | ||||||||||||||
| 410 SOUTH MAPLE | ANN ARBOR | MI | 48103 | NONE | CHARITY | $1,000 | ||||||||
| ALZEIHMER'S FOUNDATION OF AMERICA | ||||||||||||||
| 322 8TH STREET | 7TH FLOOR | NEW YORK | NY | 10001 | NONE | 509(A) | CHARITY | $2,000 | ||||||
| ST CLAIR LITTLE LEAGUE | ||||||||||||||
| 4112 RIVER POINTE DRIVE | ST CLAIR | MI | 48079 | NONE | CHARITY | $5,000 | ||||||||
| BLUE WATER COUNCIL BSA | ||||||||||||||
| 901 HURON AVENUE | PORT HURON | MI | 48060 | NONE | CHARITY | $1,000 | ||||||||
| SALVATION ARMY | ||||||||||||||
| 2000 COURT STREET | PORT HURON | MI | 48060 | NONE | CHARITY | $1,100 | ||||||||
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NONE | CHARITY | $2,500 | ||||||||
| HIGH MOUNTAIN INSTITUTE | ||||||||||||||
| 531 COUNTY ROAD 5A | LEADVILLE | CO | 80461 | NONE | CHARITY | $500 | ||||||||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | CHARITY | $150 | ||||||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NONE | 501(C)(3) | CHARITY | $500 | |||||||
| ST STEPHENS BSAFE | ||||||||||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | CHARITY | $500 | ||||||||
| WOUNDED WARRIOR PROJECT | ||||||||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | 501(C)(3) | CHARITY | $250 | |||||||
| ROTARY INTERNATIONAL | ||||||||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | CHARITY | $1,000 | ||||||||
| THE ANN ARBOR ART CENTER | ||||||||||||||
| 117 W LIBERTY STREET | ANN ARBOR | MI | 48104 | NONE | CHARITY | $500 | ||||||||
| BOSTON ARTS ACADEMY FUND | ||||||||||||||
| 174 IPSWICH STREET | BOSTON | MA | 02215 | NONE | 501(C)(3) | CHARITY | $500 | |||||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 (C)(3) | CHARITY | $1,000 | |||||||
| DOCTORS WITHOUT BORDERS | ||||||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | 501(C)(3) | CHARITY | $1,000 | |||||||
| WINCHESTER COMM MUSIC SCHOOL | ||||||||||||||
| 407 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | NONE | CHARITY | $100 | ||||||||
| MENTAL HEALTH ASSOCIATION OF MI | ||||||||||||||
| 27655 MIDDLEBELT ROAD | SUITE 170 | FARMINGTON HILLS | MI | 48334 | NONE | 501(C)(3) | CHARITY | $1,000 | ||||||
| PARTNERS IN HEALTH | ||||||||||||||
| 888 COMMONWEALTH AVE | 3RD FLOOR | BOSTON | MA | 02215 | NONE | 501(C)(3) | CHARITY | $500 | ||||||
| INTERNATIONAL RED CROSS | ||||||||||||||
| 2025 E STREET | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITY | $500 | |||||||
| PINE STREET INN | ||||||||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501(C)(3) | CHARITY | $500 | |||||||
| STUDENTS TODAY LEADERS FOREVER | ||||||||||||||
| 609 SOUTH 10TH STREET | MINNEAPOLIS | MN | 55404 | NONE | CHARITY | $1,000 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,188 | 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 | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES INVESTMENTS | StockNm |
| EOY Book Value | $1,211,429 | EOYBookValueAmt |
| EOYFMV | $1,364,224 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ESTIMATED TAX PAYMENT | CategoryOrItemTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,921 | Amt |
| Net Investment Income | $4,921 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES | $20 | $20 | |
| FOREIGN TAX PAID | $465 | $465 | |
| ESTIMATED TAX | $5,282 |