CHUCK AND DEE HOWEY FAMILY FOUNDATION: Form 990PF, tax year 2013
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- Organization
- CHUCK AND DEE HOWEY FAMILY FOUNDATION (EIN 26-1480132)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201423079349100217
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T15:14:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28411 NORTHWESTERN HWY SUITE 800 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480345538 | 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 | 261480132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUCK AND DEE HOWEY FAMILY FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FLAT ROCK | City |
| State | MI | State |
| ZIP Code | 48134 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HOWEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7346711600 | PhoneNum |
| Signature | 2014-10-29 | 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 | 2014-10-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,076,791 | 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 | $5,032,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,747 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,196,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,090 | 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 | $2,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $117 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $117 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $681 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,038,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $566,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,862,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,851,728 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,914 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,529 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,621 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,621 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $621,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,916,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,076,791 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29,508 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,823 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,823 | 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 | $591,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,867,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $591,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $621,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,916,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $591,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,038,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,630,165 | SubtotalAmt |
| Other Decreases | $3,762,698 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS. ALPHA NATURAL RESOURCES | P | 2009-01-01 | 2013-03-26 | $1,665 | $18,600 | -$16,935 | -$16,935 |
| 1,000 SHS. CLOUD PEAK ENERGY | P | 2009-11-25 | 2013-12-03 | $15,985 | $14,690 | $1,295 | $1,295 |
| KINDER MORGAN SEC. 1231 LOSS | P | 2011-10-31 | 2013-12-31 | $215 | -$215 | -$215 | |
| 2990 SHS. RYMAN HOSPITALITY | D | 2003-11-21 | 2013-12-27 | $125,737 | $6,788 | $118,949 | $118,949 |
| 10.0479 SHS. APERAM NY | P | 2011-12-31 | 2013-12-27 | $127 | $691 | -$564 | -$564 |
| PIONEER SOUTHWEST K-1 | P | 2009-04-23 | 2013-12-31 | $6,268 | $6,268 | $6,268 | |
| NEWCASTLE INVESTMENT CRP. RETURN OF CAPITAL | P | 2009-12-07 | 2013-05-15 | $3,949 | $3,949 | $3,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,412,247 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,676 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,322,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,237 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,155,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $721,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $207,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.191601 | TotalDistributionRt |
| Average Distribution | 0.038320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,500,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,250 | 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 | $1,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,426 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,826 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,386 | OverpaymentAmt |
| Applied To ES Tax | $1,386 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FLAT ROCK | City |
| State | MI | State |
| ZIP Code | 48134 | ZIPCode |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HOWEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23933 VREELAND ROAD | AddressLine1 |
| City | FLAT ROCK | City |
| State | MI | State |
| ZIP Code | 48134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,535,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,538,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,538,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,500,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,440 | TotalTaxAmt |
| Distributable Before Adj | $123,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,440 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,284 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,284 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,405 | 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 | $9,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1471 E 12 MILE ROAD | MADISON HEIGHTS | MI | 48071 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 |
| DOWNRIVER YOUTH PERFORMING ARTS CENTER | |||||||
| 2447 W JEFFERSON | TRENTON | MI | 48183 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,750 |
| ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | GENERAL PURPOSE | $120,000 |
| ROTARY CLUB OF TRENTON | |||||||
| 2700 WESTFIELD ROAD | TRENTON | MI | 48183 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| VENICE ROTARY SUNSHINE CLUB | |||||||
| 433 PINEWOOD LAKE DR | VENICE | FL | 34285 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,000 |
| SALVATION ARMY | |||||||
| 1258 BIDDLE | WYANDOTTE | MI | 48192 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,250 | 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 | $118 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,090 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,090 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES O HOWEY | |||||||
| 1 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $31,904 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 2 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $485,712 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 3 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $1,932,120 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 4 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $391,180 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 5 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $78,150 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 6 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $549,016 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 7 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $1,564,345 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 8 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $112 | Yes (X) | |
| CHARLES O HOWEY | |||||||
| 9 | 8760 PEBBLE CREEK LANE | SARASOTA | FL | 34238 | $12 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHARES AMAZON, INC. COMMON STOCK | $31,904 | 2013-10-04 |
| 2 | 35,376 SHARES AMERICAN CAPITAL, LTD. COMMON STOCK | $485,712 | 2013-10-04 |
| 3 | 4,000 SHARES APPLE, INC., COMMON STOCK | $1,932,120 | 2013-10-04 |
| 4 | 5,380 SHARES CREE, INC., COMMON STOCK | $391,180 | 2013-10-04 |
| 5 | 7,500 SHARES 8X8 INC., COMMON STOCK | $78,150 | 2013-10-04 |
| 6 | 4,522 SHARES PRAXAIR, INC., COMMON STOCK | $549,016 | 2013-10-04 |
| 7 | 43,709 SHARES RYMAN HOSPITALITY PROPERTIES, INC., COMMON STOCK | $1,564,345 | 2013-10-04 |
| 8 | 3 SHARES TECH RESOURCES, LTD., COMMON STOCK | $112 | 2013-01-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,330 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA RESOURCES 200 SHARES | $0 | $0 |
| AMAZON 100 SHARES | $13,394 | $39,879 |
| AMERICAN CAPITAL LTD 14317.1893 SHARES | $111,425 | $223,921 |
| AMERICAN CAPITAL LTD 35374 SHARES | $131,621 | $553,249 |
| APERAM NY REG 10.0479 SHARES | $0 | $0 |
| APOLLO INVESTMENT CORP 108 SHARES | $969 | $915 |
| APOLLO INVESTMENT CORP 4,840.8363 SHARES | $33,485 | $41,101 |
| APPLE INC. 1059 SHARES | $114,153 | $594,120 |
| APPLE INC. 4050.0289 SHARES | $432,454 | $2,272,147 |
| CLOUD PEAK ENERGY 1000 SHARES | $0 | $0 |
| CNOOC LTD 114.0279 SHARES | $21,111 | $21,398 |
| CNOOC LTD 4.8896 SHARES | $766 | $918 |
| CREE INC 1,100 SHARES | $23,779 | $68,772 |
| CREE INC 5,180 SHARES | $121,700 | $323,854 |
| FREEPORT MCMORAN 153.452 SHARES | $4,052 | $5,791 |
| FREEPORT MCMORAN 2,051.4762 SHARES | $73,266 | $77,423 |
| FRONTIER COMMUNICATIONS 129.593 SHARES | $1,140 | $602 |
| FRONTIER COMMUNICATIONS 13.0409 SHARES | $7 | $61 |
| NEW RESIDENTIAL INVESTMENT CORP. 2,477.7264 SHARES | $17,011 | $16,551 |
| NEWCASTLE INVESTMENT CRP 2380 SHS | $912 | $14,887 |
| PIONEER NATURAL RESOURCE CO. 164.0319 SHARES | $16,155 | $30,193 |
| POTASH CORP 17.9763 SHARES | $625 | $592 |
| POTASH CORP 612.1997 SHARES | $17,470 | $20,179 |
| PRAXAIR 4,544.6862 SHARES | $194,059 | $590,946 |
| RYMAN HOSPITALITY 40,719.0779 SHARES | $389,526 | $1,701,243 |
| SILVER BULL RES INC 4500 SHARES | $1,940 | $1,571 |
| SOUTHERN COPPER 905.3149 SHARES | $31,994 | $25,992 |
| SOUTHERN COPPER CORP 26.8374 SHARES | $625 | $770 |
| TECK RESOURCES LTD 3,473.0327 SHARES | $57,946 | $90,333 |
| TECK RESOURCES LTD 98.0348 SHARES | $2,623 | $2,550 |
| ULTRAPAR PARTIPAC 876.3957 SHARES | $13,733 | $20,727 |
| ULTRAPAR PARTIPAC 23.4833 SHARES | $541 | $555 |
| VALE SA ADR 205 SHARES | $4,227 | $3,126 |
| VALE SA ADR 9.1808 SHARES | $149 | $140 |
| VERIZON COMMUNICATIONS 26.289 SHARES | $1,280 | $1,291 |
| VERIZON COMMUNICATIONS 606.5418 SHARES | $20,979 | $29,806 |
| 8X8 INC. 7,500 SHARES | $7,725 | $76,125 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KINDER MORGAN ENERGY PARTNERS 1,921.7446 UNITS | AT COST | $1 | $155,008 |
| PIONEER SOUTHWEST ENERGY LP 598.0405 UNITS | AT COST | $0 | $0 |
| PIONEER SOUTHWEST ENERGY LP 65 UNITS | AT COST | $0 | $0 |
| TERRA NITROGEN 2.5490 UNITS | AT COST | $207 | $360 |
| TERRA NITROGEN COMPANY LP 384.8574 UNITS | AT COST | $39,360 | $54,304 |
| TERRA NITROGEN COMPANY LP. 30.0684 UNITS | AT COST | $2,731 | $4,242 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,494 | $1,549 | $1,549 |
| DEPOSITS | $35 | $72 | $72 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED GAIN ON CONTRIBUTED ASSETS | Description |
| Amount | $3,762,698 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $174 | $0 | $0 |
| PARTNERSHIP LOSSES | $17,597 | $17,597 | $0 |
| EXCISE TAX REFUND | -$40 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KINDER MORGAN DEFICIT CAPITAL ACCOUNT | Desc |
| BOY Book Value | $29,508 | BOYBookValueAmt |
| EOY Book Value | $48,823 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $153 | Amt |
| Net Investment Income | $153 | 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 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34238 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $681 | Amt |
| Net Investment Income | $681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |