KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349101680
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T16:23:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVENS & SIEGEL LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13720 CYPRESS TERRACE CIR SUITE 303 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912090674 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENT | NameControl |
| Phone | 2394372022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 OLD WHISKEY CREEK DRIVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEREE A KENT | Name |
| Title | PRESIDENT | Title |
| Phone | 2394372022 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA SIEGEL | Name |
| Phone | 2394669900 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 359355 | 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 |
| Interest On Savings Rev And Expnss | 152 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 152 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 152 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 8691 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8691 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8691 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2550 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 38777 | GrossSalesPrice |
| Total Revenue And Expenses | 6293 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8843 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8843 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 2546 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 366 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3739 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27610 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27610 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31349 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 27610 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25056 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8843 | NetInvestmentIncome |
| Adjusted Net Income | 8843 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11230 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6909 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6909 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers EOY | 3825 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 3825 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 338619 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 348621 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 348621 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 10314 | InvestmentsCorpBondsBOY |
| Total Assets BOY | 360163 | TotalAssetsBOY |
| Total Assets EOY | 359355 | TotalAssetsEOY |
| Total Assets EOYFMV | 359355 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 360163 | RetainedEarningsBOY |
| Retained Earnings EOY | 359355 | RetainedEarningsEOY |
| Total Net Assets BOY | 360163 | TotalNetAssetsBOY |
| Total Net Assets EOY | 359355 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 360163 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 359355 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 360163 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25056 | ExcessOfRevenueOverExpenses |
| Other Increases | 24248 | OtherIncreases |
| Subtotal | 359355 | Subtotal |
| Total Net Assets Fund Balances EOY | 359355 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 38777 | GrossSalesPrice |
| Cost Or Other Basis | 41327 | CostOrOtherBasis |
| Gain Or Loss | -2550 | GainOrLoss |
| Gains Minus Excess Or Losses | -2550 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2550 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33095 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 337264 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098128 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26805 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 391814 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068413 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 456888 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072600 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38294 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 453972 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.084353 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 34278 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 471306 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.072730 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.396224 | TotalDistributionRatio |
| Average Distribution Ratio | 0.079245 | AverageDistributionRatio |
| Net Noncharitable Assets | 333105 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26397 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 88 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26485 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 27610 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 88 | InvestmentIncomeExciseTax |
| Subtotal | 88 | Subtotal |
| Tax Based On Investment Income | 88 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 88 | TaxPaidWithExtension |
| Total Credits And Payments | 88 | TotalCreditsAndPayments |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVENS & SIEGEL LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2394669900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13720 CYPRESS TERRACE CIRCLE 303 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33907 | ZIPCode |
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 | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | true | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| SHEREE A KENT | ||||||||
| 6906 OLD WHISKEY CREEK DRIVE | FORT MYERS | FL | 33919 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| THOMAS R KENT | ||||||||
| 1275 PERKINS NE | GRAND RAPIDS | MI | 49505 | TREASURER | 0.00 | 0 | 0 | 0 |
| MICHELLE A KENT | ||||||||
| 1225 DORROLL NE | GRAND RAPIDS | MI | 49505 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| BRIAN J KENT | ||||||||
| 3831 COOK CT | WYOMING | MI | 49505 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ADAM J KENT | ||||||||
| 1205 SOUTH TROON APT 1144 | CHARLOTTE | NC | 28203 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ASHLEE E KENT | ||||||||
| 8814 NEW CASTLE DRIVE | FORT MYERS | FL | 33908 | DIRECTOR | 0.00 | 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 | 332750 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5428 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 338178 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 338178 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5073 | CashDeemedCharitable |
| Net Noncharitable Assets | 333105 | NetNoncharitableAssets |
| Minimum Investment Return | 16655 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16655 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 88 | TaxBasedOnInvestmentIncome |
| Total Tax | 88 | TotalTax |
| Distributable Amount Before Adj | 16567 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16567 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16567 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 27610 | ExpensesAndContributions |
| Qualifying Distributions | 27610 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 88 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 27522 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16567 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 10861 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 16007 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 33730 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7554 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 16442 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 84594 | TotalExcessDistriCarryover |
| Qualifying Distributions | 27610 | QualifyingDistributions |
| Applied To Current Year | 16567 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11043 | RemainingDistriFromCorpus |
| Total Corpus | 95637 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10861 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 84776 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 16007 | ExcessFromYear4 |
| Excess From Year3 | 33730 | ExcessFromYear3 |
| Excess From Year2 | 7554 | ExcessFromYear2 |
| Excess From Year1 | 16442 | ExcessFromYear1 |
| Excess From Current Year | 11043 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HUMANE SOCIETY | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $610 |
| PLAY FOR PINK | |||||||
| 175 EAST 74ST ST 17-B | NEW YORK | NY | 100213213 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 |
| CHILDRENS ASSESSMENT CENT | |||||||
| 901 MICHIGAN NE | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $1,000 |
| NATIONAL FD FOR TRANSPLAN | |||||||
| 5350 POPLAR AVE 430 | MEMPHIS | TN | 38119 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $3,000 |
| LEUKEMIALYMPONMA SOCIETY | |||||||
| 1260 EKHART NE | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $10,000 |
| HOPE HOSPICE AT SHELL PT | |||||||
| 15000 SHELL PT BLVD 100 | FORT MYERS | FL | 33908 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 |
| MULTIPLE MYELOMA RESEARCH | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | NONE | PUBLIC CHARI | FINANCIAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27610 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 152 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8691 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -2550 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6293 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6293 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $825 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (6 entries)
| SHEREE A KENT |
| THOMAS R KENT |
| MICHELLE A KENT |
| BRIAN J KENT |
| ADAM J KENT |
| ASHLEE E KENT |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CITIGROUP FDG INC ELKS 9.00% PA | NameOfBond |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 293785 | 293785 |
| COMMON STOCKS & OPTIONS | 54836 | 54836 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,546 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN FMV | Description |
| Amount | $24,248 | Amount |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Other Receivables Officer OtherReceivablesOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrowers Name | SHEREE KENT | BorrowersName |
| Borrowers Title | PRESIDENT | BorrowersTitle |
| Original Amount Of Loan | 3825 | OriginalAmountOfLoan |
| Balance Due | 3825 | BalanceDue |
| Date Of Note | 2010-12 | DateOfNote |
| Maturity Date | 2011-05 | MaturityDate |
| Repayment Terms | ASAP | RepaymentTerms |
| Security Provided By Borrower | NONE | SecurityProvidedByBorrower |
| Purpose Of Loan | PAYBACK OF SELF DEALING AMOUNT | PurposeOfLoan |
| Consideration Fmv | 3825 | ConsiderationFmv |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL EXCISE TAX | $105 |
| STATE OF MICHIGAN | $20 |
| FOREIGN TAX PAID | $241 |