ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201421969349100207
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-15T11:10:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29200 NORTHWESTERN HWY SUITE 150 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 48034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | RANDOLPH L FORESTER FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | MI | State |
| ZIP Code | 48009 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE FORESTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2485406366 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2014-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $530,062 | 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 | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,661 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $273,916 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,816 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,996 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,361 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,061 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $432,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $432,843 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $124,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,219 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $266,330 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $392,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $530,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $530,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $392,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $530,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $530,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $530,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,071 | ExcessRevenueOverExpensesAmt |
| Subtotal | $530,349 | SubtotalAmt |
| Other Decreases | $220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $530,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEI | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Cost Or Other Basis | $540 | CostOrOtherBasisAmt |
| Gain Or Loss | -$540 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$540 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$540 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $345,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $326,104 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $341,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $341,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,730 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $339,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090412 | DistributionYr5Rt |
| Total Distribution | 0.352586 | TotalDistributionRt |
| Average Distribution | 0.070517 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $436,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,061 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $251 | SubtotalAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $185 | AppliedToEsTaxAmt |
| Total Payments And Credits | $185 | TotalPaymentsAndCreditsAmt |
| Tax Due | $66 | TaxDueAmt |
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 FORESTER | IndividualWithBooksNm |
| Phone | 2485406366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 LAKE PARK | AddressLine1 |
| City | BIRMINGHAM | City |
| State | MI | State |
| ZIP Code | 48009 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.00 | $0 | $0 | $0 |
| ROCHELLE ROSENTHAL FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | PRESIDENT/DI | 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 | $111,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,533 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $442,987 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $442,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $436,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251 | TotalTaxAmt |
| Distributable Before Adj | $21,566 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,566 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,061 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,061 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $28,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,566 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $22,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,061 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,820 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,350 | ExcessFromYear3Amt |
| Excess From Year2 | $3,472 | ExcessFromYear2Amt |
| Excess From Year1 | $4,503 | ExcessFromYear1Amt |
| Excess From Current Year | $6,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $1,000 |
| CRANBROOK ART MUSEUM | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | SCHOLARSHIP SUPPORT | $1,000 |
| GLEANERS FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | FOOD BANK | $1,500 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | N/A | PUBLIC | FOOD BANK | $1,000 |
| CHRIST CHILD HOUSE | |||||||
| 15751 JOY RD | DETROIT | MI | 48228 | N/A | PUBLIC | TREATMENT FOR CHILDREN | $500 |
| HAVEN | |||||||
| PO BOX 431045 | PONTIAC | MI | 48343 | N/A | PUBLIC | DOMESTIC VIOLENCE SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC | MALI, SYRIA, SOUTH SUDAN | $1,000 |
| MOSIAC YOUTH THEATRE | |||||||
| 3011 WEST GRAND BOULEVARD | DETROIT | MI | 48202 | N/A | PUBLIC | PERFORMING ARTS | $550 |
| THE SUN | |||||||
| 107 N ROBERTSON ST | CHAPEL HILL | NC | 27516 | N/A | PUBLIC | NONPROFIT JOURNAL | $500 |
| FINCA | |||||||
| 1101 14TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PUBLIC | LOAN FOR STRUGGLING INDIVIDUALS | $500 |
| HEIFNER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | HUNGER | $2,000 |
| COTS | |||||||
| 26 PETERBORO | DETROIT | MI | 48201 | N/A | PUBLIC | HELPS HOMELESS PEOPLE | $500 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PUBLIC | HELPS HOMELESS PEOPLE | $1,250 |
| JEWISH HOSPICE | |||||||
| 6555 W MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | N/A | PUBLIC | HOSPICE CARE | $500 |
| LIGHTHOUSE OF OAKLAND COUNTY | |||||||
| PO BOX 430508 | PONTIAC | MI | 48343 | N/A | PUBLIC | FOOD/ EMERGENCY HOUSING | $2,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | N/A | PUBLIC | MICHIGAN RADIO | $250 |
| ORCHARDS CHILDREN SERVICES | |||||||
| 24901 NWWESTERN HWY 500 | SOUTHFIELD | MI | 48075 | N/A | PUBLIC | CHILDREN SUPPORT | $1,000 |
| DIA | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | ARTS EDUCATION/ PROGRAMMING | $1,000 |
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11850 WOODROW WILSON | DETROIT | MI | 48206 | N/A | PUBLIC | SOCIAL SERVICES | $500 |
| DETROIT RESCUE MINISTRIES | |||||||
| 150 STIMSON | DETROIT | MI | 48231 | N/A | PUBLIC | HOMELESS SUPPORT | $1,000 |
| LAKE CHARLEVOIX ASSOCIATION | |||||||
| PO BOX 294 | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | PROTECT LAKE CHARLEVOIX | $250 |
| DETROIT FRIENDSHIP HOUSE | |||||||
| 9540 CONANT | HAMTRAMCK | MI | 48212 | N/A | PUBLIC | SUPPORT | $1,000 |
| EASTER SEALS | |||||||
| 2399 E WALTON BLVD | AUBURN HILLS | MI | 48326 | N/A | PUBLIC | DISABILITY SUPPORT | $1,000 |
| SALVATION ARMY | |||||||
| 1427 FORT ST | DETROIT | MI | 48216 | N/A | PUBLIC | COMMUNITY SUPPORT | $1,000 |
| UNITED WAY | |||||||
| 660 WOODWARD AVE 300 | DETROIT | MI | 48226 | N/A | PUBLIC | COMMUNITY PROGRAMS | $1,000 |
| GOODWILL INDUSTRIES | |||||||
| 3111 GRAND RIVER AVE | DETROIT | MI | 48208 | N/A | PUBLIC | COMMUNITY SUPPORT | $1,500 |
| MOTOR CITY LYRIC OPERA | |||||||
| 4525 CHARING CROSS RD | BLOOMFIELD HILLS | MI | 48304 | N/A | PUBLIC | SUPPORT | $200 |
| DETROIT COUNTRY DAY SCHOOL | |||||||
| 22305 W 13 MILE RD | BEVERLY HILLS | MI | 48025 | N/A | PUBLIC | SUPPORT | $250 |
| WDET | |||||||
| 4600 CASS AVENUE | DETROIT | MI | 48201 | N/A | PUBLIC | PUBLIC RADIO | $250 |
| 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 | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,302 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 29 | ExclusionCd |
| Exclusion | -$108,661 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LIFE INSURANCE DEATH BENEFIT | 29 | $400,000 |
| LESS: RELATED PREMIUMS | 29 | -$137,900 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,597 | 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 | SILVERMAN, KAPLAN & SAKWA CPA | CategoryTxt |
| Amt | $4,361 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,061 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| RANDOLPH L FORESTER |
| ROCHELLE ROSENTHAL FORESTER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GENWORTH ANNUITY | AssetDesc |
| Acquired | 2007-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-10 | SoldDt |
| Basis | $108,121 | BasisAmt |
| Total Net | -$108,121 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $97,286 | EOYBookValueAmt |
| EOYFMV | $97,219 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| LIFE INSURANCE | AT COST |
| ANNUITY | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX | Description |
| Amount | $220 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GENWORTH ANNUITY | $11,816 | $11,816 |
| LIFE INSURANCE DEATH BENEFIT | $400,000 | |
| LESS: RELATED PREMIUMS | -$137,900 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAPPAS FINANCIAL- INVESTMENT FEE | CategoryTxt |
| Amt | $165 | Amt |
| Net Investment Income | $165 | NetInvestmentIncomeAmt |