ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201302249349100030
- Schema version
- 2012v2.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T13:16:47-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERMAN KAPLAN & SAKWA CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205200930 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | ROCH | NameControl |
| Phone | 2485406366 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROCHELLE FORESTER | Name |
| Title | OFFICER | Title |
| Phone | 2485406366 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN H KAPLAN CPA | Name |
| Phone | 2483584121 | Phone |
| Date Prepared | 2013-06-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 355911 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2878 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2606 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -948 | NetGainSaleAssetsRevAndExpnss |
| Other Income Rev And Expnss | 11816 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 11816 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 13746 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14422 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 260 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 260 | OtherProfFeesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 260 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 260 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21760 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 260 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8014 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14162 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38273 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1902 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1902 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 75380 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 124046 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 124943 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 286639 | InvestmentsOtherBOY |
| Investments Other EOY | 266330 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 229066 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 400292 | TotalAssetsBOY |
| Total Assets EOY | 392278 | TotalAssetsEOY |
| Total Assets EOYFMV | 355911 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 400292 | RetainedEarningsBOY |
| Retained Earnings EOY | 392278 | RetainedEarningsEOY |
| Total Net Assets BOY | 400292 | TotalNetAssetsBOY |
| Total Net Assets EOY | 392278 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 400292 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 392278 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 400292 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8014 | ExcessOfRevenueOverExpenses |
| Subtotal | 392278 | Subtotal |
| Total Net Assets Fund Balances EOY | 392278 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 326104 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059797 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40427 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 341550 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.118363 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7450 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 341683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.021804 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30730 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 339887 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.090412 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 411839 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034479 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.324855 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064971 | AverageDistributionRatio |
| Net Noncharitable Assets | 345605 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22454 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 142 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22596 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 283 | InvestmentIncomeExciseTax |
| Subtotal | 283 | Subtotal |
| Tax Based On Investment Income | 283 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 65 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 65 | TotalCreditsAndPayments |
| Tax Due | 218 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROCHELLE FORESTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2485406366 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20088 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 98985 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 231795 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 350868 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 350868 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5263 | CashDeemedCharitable |
| Net Noncharitable Assets | 345605 | NetNoncharitableAssets |
| Minimum Investment Return | 17280 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17280 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 283 | TaxBasedOnInvestmentIncome |
| Total Tax | 283 | TotalTax |
| Distributable Amount Before Adj | 16997 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16997 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16997 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21500 | ExpensesAndContributions |
| Qualifying Distributions | 21500 | QualifyingDistributions |
| Adj Qualifying Distributions | 21500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16997 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 22350 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3472 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 25822 | TotalExcessDistriCarryover |
| Qualifying Distributions | 21500 | QualifyingDistributions |
| Applied To Current Year | 16997 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4503 | RemainingDistriFromCorpus |
| Total Corpus | 30325 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 30325 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 22350 | ExcessFromYear2 |
| Excess From Year1 | 3472 | ExcessFromYear1 |
| Excess From Current Year | 4503 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MICHIGAN OPERA THEATRE | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | N/A | PUBLIC | PRESERVING THE LEGACY CAMPAIGN | $2,000 |
| MAKE A WISH | |||||||
| 4707 ST ANTOINE | DETROIT | MI | 48201 | N/A | PUBLIC | WISHES FOR SICK CHILDREN | $600 |
| PERFORMANCE NETWORK THEATRE | |||||||
| 120 EAST HURON | ANN ARBOR | MI | 48104 | N/A | PUBLIC | COMMUNITY THEATRE SUPPORT | $500 |
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $500 |
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | HOLIDAY TABLES 2012 PROGRAM | $1,000 |
| CRANBROOK ART MUSEUM | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | SCHOLARSHIP SUPPORT | $200 |
| WAYNE STATE UNIVERSITY | |||||||
| 5475 WOODARD AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | PROGRAMS AND SERVICES | $300 |
| THAW | |||||||
| 607 SHELBY SUITE 400 | DETROIT | MI | 48226 | N/A | PUBLIC | HEAT AND WARMTH FUND | $280 |
| GLEANERS FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | FOOD BANK | $1,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | N/A | PUBLIC | FOOD BANK | $500 |
| CHRIST CHILD HOUSE | |||||||
| 15751 JOY RD | DETROIT | MI | 48228 | N/A | PUBLIC | TREATMENT FOR CHILDREN | $1,000 |
| HAVEN | |||||||
| PO BOX 431045 | PONTIAC | MI | 48343 | N/A | PUBLIC | DOMESTIC VIOLENCE SUPPORT | $1,500 |
| A HOLE IN THE ROOF FOUNDATION | |||||||
| 150 STIMSON ST STE 102 | DETROIT | MI | 48201 | N/A | PUBLIC | REPAIRS FOR FAITH GROUPS | $200 |
| COMMON GROUND | |||||||
| 1410 S TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48302 | N/A | PUBLIC | CRISIS TO HOPE PROGRAM | $900 |
| 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 | $500 |
| DETROIT REPERTORY THEATRE | |||||||
| 13103 WOODROW WILSON | DETROIT | MI | 48238 | N/A | PUBLIC | PERFORMING ARTS | $500 |
| THE HEIDELBERG PROJECT | |||||||
| 42 WATSON | DETROIT | MI | 48201 | N/A | PUBLIC | NEIGHBORHOOD ART PROJECT | $1,000 |
| MUSEUM OF CONTEMPORARY ART DETROIT | |||||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | PUBLIC EXHIBITIONS | $1,000 |
| 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 |
| KARMANOS CANCER INSTITUTE | |||||||
| 4100 JOHN R | DETROIT | MI | 48201 | N/A | PUBLIC | CANCER RESEARCH/ PATIENT CARE | $100 |
| 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 | $1,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PUBLIC | HELPS HOMELESS PEOPLE | $1,000 |
| SEVA | |||||||
| 1786 FIFTH ST | BERKELEY | CA | 94710 | N/A | PUBLIC | MISSION WORK | $500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE ST | ANN ARBOR | MI | 48109 | N/A | PUBLIC | MICHIGAN RADIO | $500 |
| BALDWIN LIBRARY | |||||||
| 151 MARTIN ST | BIRMINGHAM | MI | 48009 | N/A | PUBLIC | SUPPORT COLLECTIONS/LIBRARY SERVICES | $400 |
| CONGREGATION SHAAREY ZEDEK | |||||||
| 27375 BELL RD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | SPONSORED EVENTS, ETC. | $100 |
| LITTLE DRESSES FOR AFRICA | |||||||
| 24614 CURTIS DR | BROWNSTOWN | MI | 48134 | N/A | PUBLIC | RELIEF FOR CHILDREN IN AFRICA | $100 |
| KOMEN 3 DAY | |||||||
| 205 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PUBLIC | BREAST CANCER RESEARCH | $120 |
| JEWISH COMM CTR OF LONG BEACH | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | N/A | PUBLIC | SPONSORED EVENTS, ETC | $100 |
| NEAHTAWABTA CENTER | |||||||
| 1308 NEAHTAWABTA RD | TRAVERSE CITY | MI | 49686 | N/A | PUBLIC | PROMOTES THE COMMON GOOD | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,878 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,816 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -948 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,694 | ExclusionAmount |
| Related Or Exempt Function Income | -948 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13746 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| RANDOLPH L FORESTER |
| ROCHELLE ROSENTHAL FORESTER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEI 344132 | Name |
| Date Acquired | 2011-12 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-12 | DateSold |
| Basis | 948 | Basis |
| Total Net | -948 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 124046 | EOYBookValue |
| EOYFMV | 124943 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LIFE INSURANCE | AT COST | 118200 | 18526 |
| ANNUITY | AT COST | 148130 | 210540 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GENWORTH ANNUITY | Description |
| Revenue And Expenses Per Books | 11816 | RevenueAndExpensesPerBooks |
| Net Investment Income | 11816 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAPPAS FINANCIAL- INVESTMENT FEE | Category |
| Amount | $260 | Amount |
| Net Investment Income | 260 | NetInvestmentIncome |