ALRO STEEL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALRO STEEL FOUNDATION (EIN 30-0254220)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201441259349100724
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T12:08:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382622899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREDHOMME & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E BROWN STREET SUITE 320 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | MI | State |
| ZIP Code | 480096232 | 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 | 300254220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALRO STEEL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALRO | BusinessNameControlTxt |
| Phone | 5177692529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EAST HIGH STREET | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALVIN L GLICK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5177692529 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PREDHOMME | PreparerPersonNm |
| PTIN | P00011558 | PTIN |
| Phone | 2485401040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $14,507,685 | 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 | $6,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,033 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,470,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,517,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,531,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,517,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,938,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,412,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,421,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,421,428 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,112,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,883,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,007,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $308,893 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $789,094 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $799,094 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $770,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,464,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,404,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,507,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,464,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,404,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,464,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,404,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,464,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,404,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,464,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,938,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,545 | OtherIncreasesAmt |
| Subtotal | $14,404,387 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,404,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $90,261 | $92,487 | -$2,226 | -$2,226 |
| CAPITAL GAINS DIVIDENDS | P | $6,357 | $6,357 | $6,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,065,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,179,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.225057 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,587,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,542,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.242683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,126,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,935,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.189847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,088,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,928,015 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.183596 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,225,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,983,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.245840 | DistributionYr5Rt |
| Total Distribution | 1.087023 | TotalDistributionRt |
| Average Distribution | 0.217405 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,737,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,769,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,769,720 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,517,920 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $147 | OverpaymentAmt |
| Applied To ES Tax | $147 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | REBECCA ARMSTRONG | IndividualWithBooksNm |
| Phone | 5177692529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1166 | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49204 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| BARRY J GLICK | ||||||||
| 6200 PARK OF COMMERCE BLVD | BOCA RATON | FL | 33431 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARLTON L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RANDAL L GLICK | ||||||||
| 3100 EAST HIGH STREET | JACKSON | MI | 49203 | TREASURER | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,517,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,413,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,931,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,931,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,737,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,133 | TotalTaxAmt |
| Distributable Before Adj | $635,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $635,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $635,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,517,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,517,920 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,517,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $635,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $978,004 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $792,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $830,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,261,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,608,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,470,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,517,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $635,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $882,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,352,199 | 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 | $978,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,374,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $792,133 | ExcessFromYear4Amt |
| Excess From Year3 | $830,262 | ExcessFromYear3Amt |
| Excess From Year2 | $1,261,472 | ExcessFromYear2Amt |
| Excess From Year1 | $1,608,140 | ExcessFromYear1Amt |
| Excess From Current Year | $882,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 1101 NORTHCHASE PARKWAY | MARIETTA | GA | 30067 | NONE | PC | GENERAL OPERATING | $100 |
| ASCENSION LUTHERAN CHURCH | |||||||
| 1225 EAST MEMORIAL ST | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL OPERATING | $200 |
| AQUINAS COLLEGE | |||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 495061799 | NONE | PC | GENERAL OPERATING | $1,000 |
| BISONCARES | |||||||
| 3850 OHIO AVE | ST CHARLES | IL | 60174 | NONE | PC | GENERAL OPERATING | $500 |
| BOY SCOUTS OF AMERICA-WATER & WOODS COUNCIL | |||||||
| 924 7TH ST | PORT HURON | MI | 48060 | NONE | PC | GENERAL OPERATING | $100 |
| BOYS TOWN JERUSALEM | |||||||
| 12 W 31ST ST SUITE 300 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING | $200 |
| C&S PATIENT EDUCATION FOUNDATION | |||||||
| 320 OSPREY COURT | WEXFORD | PA | 15090 | NONE | PC | GENERAL OPERATING | $500 |
| CANCER SERVICES OF GASTON COUNTY | |||||||
| 306 S COLUMBIA ST | GASTONIA | NC | 28054 | NONE | PC | GENERAL OPERATING | $50 |
| CHARLOTTE FRONTIER DAYS | |||||||
| 241 S COCHRAN AVE | CHARLOTTE | MI | 48813 | NONE | PC | GENERAL OPERATING | $300 |
| EASTER SEALS CENTRAL PA | |||||||
| 2550 KINGSTON BLVD 219 | YORK | PA | 17402 | NONE | PC | GENERAL OPERATING | $300 |
| FAITH RANCH | |||||||
| BOX 355 | JEWETT | OH | 43986 | NONE | PC | GENERAL OPERATING | $100 |
| FAMILIES OF SPINAL MUSCULAR ATROPHY | |||||||
| 925 BUSSE RD | ELK GROVE VILLAGE | IL | 60007 | NONE | PC | GENERAL OPERATING | $1,500 |
| JENISON PUBLIC SCHOOLS | |||||||
| 7506 CHURCH COURT | JENISON | MI | 49428 | NONE | PC | GENERAL OPERATING | $250 |
| JR ACHIEVEMENT OF MICHIANA | |||||||
| 2907 DIVISION ST SUITE 112 | ST JOSEPH | MI | 49085 | NONE | PC | GENERAL OPERATING | $1,000 |
| LARABIDA CHILDREN'S HOSPITAL | |||||||
| 6501 PROMONTORY DR | CHICAGO | IL | 60649 | NONE | PC | GENERAL OPERATING | $500 |
| LAUREL HIGHLANDS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1275 BEDFORD AVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $300 |
| MAKE-A-WISH FOUNDATION OF GREATER PA & SO WV | |||||||
| 707 W GRANT ST 37TH FLOOR | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $250 |
| MARY FREE BED REHABILITATION HOSPITAL | |||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $100 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 5800 FAIRFIELD AVE SUITE 122 | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL OPERATING | $500 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | GENERAL OPERATING | $800 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $250 |
| PIONEER DEVELOPMENT FUND | |||||||
| 201 E STATE ST | CLARE | MI | 48617 | NONE | PC | GENERAL OPERATING | $1,000 |
| PITTSBURGH AIRPORT AREA CHAMBER ENTERPRISE FOUNDATION | |||||||
| 850 BEAVER GRADE RD | MOON TWP | PA | 15108 | NONE | PC | GENERAL OPERATING | $250 |
| POTTERVILLE BENTON TOWNSHIP FIRE DEPT | |||||||
| 4713 HARTEL RD | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $150 |
| POTTERVILLE UNITED METHODIST CHURCH | |||||||
| 105 N CHURCH ST | POTTERVILLE | MI | 48876 | NONE | PC | GENERAL OPERATING | $200 |
| PRESIDENT FORD FIELD SERVICE COUNCIL BSA | |||||||
| 3213 WALKER AVE | GRAND RAPIDS | MI | 49544 | NONE | PC | GENERAL OPERATING | $250 |
| RIGHT PLACE FOUNDATION | |||||||
| 161 OTTAWA AVE NW SUITE 400 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $250 |
| SERVING ON THE STREETS | |||||||
| PO BOX 783 | BRAZIL | IN | 47834 | NONE | PC | GENERAL OPERATING | $200 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $50 |
| SUMMIT EDUCATIONAL ASSOCIATION | |||||||
| 2201 S 7TH ST 205 | MILWAUKEE | WI | 53215 | NONE | PC | GENERAL OPERATING | $1,400 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| PO BOX 650309 | DALLAS | TX | 75265 | NONE | PC | GENERAL OPERATING | $200 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING | $3,000 |
| UNITED WAY OF CLARE COUNTY | |||||||
| 106A W 7TH ST PO BOX 116 | CLARE | MI | 48617 | NONE | PC | GENERAL OPERATING | $150 |
| UNITED WAY OF GREATER TOLEDO | |||||||
| 424 JACKSON ST | TOLEDO | OH | 43604 | NONE | PC | GENERAL OPERATING | $2,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | SCHEMBECHLER HALL/C.S. MOTT HOSPITAL PROJECTS | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,517,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MICHIGAN | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 S STATE ST | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHEMBECHLER HALL/C.S. MOTT HOSPITAL PROJECTS | GrantOrContributionPurposeTxt |
| Amt | $4,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,033 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,052 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALRO STEEL CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 E HIGH STREET | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $308,893 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,883,865 | EOYBookValueAmt |
| EOYFMV | $2,007,310 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US TREASURY NOTES | AT COST | $100,343 | $104,305 |
| FIXED INCOME OBLIGATIONS | AT COST | $698,751 | $665,749 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICHIGAN ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT | Description |
| Amount | $1,545 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $12,081 | Amt |
| Net Investment Income | $12,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALRO STEEL CORPORATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EAST HIGH STREET | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $174 | $174 | $0 |
| EXCISE TAXES | $1,656 | $0 | $0 |