JURY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JURY FOUNDATION (EIN 20-0748605)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349100109
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T07:54:06-05:00 | 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 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GRATIOT RD | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 486386035 | 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 | 200748605 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JURY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JURY | NameControl |
| Phone | 9897935527 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 486385408 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH B JURY | Name |
| Title | PRESIDENT | Title |
| Phone | 9897935527 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA M EBEL | Name |
| Phone | 9894975300 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2453783 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 72009 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64471 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11718 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 352497 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11718 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 133727 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76189 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1480 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 740 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 740 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 413 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 413 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3605 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3605 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1184 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 96 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 255 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6682 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1249 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4600 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106034 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106034 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 112716 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1249 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 110634 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 21011 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74940 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14550 | CashBOY |
| Cash EOY | 17224 | CashEOY |
| Cash EOYFMV | 17224 | CashEOYFMV |
| Investments Corp Stock BOY | 103645 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 345147 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 368239 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 665544 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 483149 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 482540 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1535579 | InvestmentsOtherBOY |
| Investments Other EOY | 1495143 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1582863 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 3251 | OtherAssetsBOY |
| Other Assets EOY | 2917 | OtherAssetsEOY |
| Other Assets EOYFMV | 2917 | OtherAssetsEOYFMV |
| Total Assets BOY | 2322569 | TotalAssetsBOY |
| Total Assets EOY | 2343580 | TotalAssetsEOY |
| Total Assets EOYFMV | 2453783 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2322569 | RetainedEarningsBOY |
| Retained Earnings EOY | 2343580 | RetainedEarningsEOY |
| Total Net Assets BOY | 2322569 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2343580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2322569 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2343580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2322569 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 21011 | ExcessOfRevenueOverExpenses |
| Subtotal | 2343580 | Subtotal |
| Total Net Assets Fund Balances EOY | 2343580 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | 16612 | 11726 | 4886 | 4886 |
| PUBLICALLY TRADED SECURITIES | P | 335885 | 329053 | 6832 | 6832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11718 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 4886 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 93701 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1874959 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049975 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 120480 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2274548 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052969 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 133953 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2771349 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048335 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 128509 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2605106 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049330 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118233 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2419666 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048863 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249472 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049894 | AverageDistributionRatio |
| Net Noncharitable Assets | 2238290 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 111677 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 749 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 112426 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 110634 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1499 | InvestmentIncomeExciseTax |
| Subtotal | 1499 | Subtotal |
| Tax Based On Investment Income | 1499 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2176 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2176 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 677 | Overpayment |
| Amount Credited To Next Year | 677 | 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 Person Name | SARAH JURY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9897935527 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 486385408 | 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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH JURY | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | PRES & TREAS | 3.50 | 0 | 0 | 0 |
| MICHAEL JURY | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | VP & SEC | 0.50 | 0 | 0 | 0 |
| ANNE GRIFFITH | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | TRUSTEE | 0.50 | 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 | 2260617 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8675 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3084 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2272376 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2272376 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34086 | CashDeemedCharitable |
| Net Noncharitable Assets | 2238290 | NetNoncharitableAssets |
| Minimum Investment Return | 111915 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 111915 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1499 | TaxBasedOnInvestmentIncome |
| Total Tax | 1499 | TotalTax |
| Distributable Amount Before Adj | 110416 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 110416 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 110416 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 110634 | ExpensesAndContributions |
| Qualifying Distributions | 110634 | QualifyingDistributions |
| Adj Qualifying Distributions | 110634 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 110416 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 3356 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1852 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8357 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1197 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14762 | TotalExcessDistriCarryover |
| Qualifying Distributions | 110634 | QualifyingDistributions |
| Applied To Current Year | 110416 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 218 | RemainingDistriFromCorpus |
| Total Corpus | 14980 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 14980 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3356 | ExcessFromYear4 |
| Excess From Year3 | 1852 | ExcessFromYear3 |
| Excess From Year2 | 8357 | ExcessFromYear2 |
| Excess From Year1 | 1197 | ExcessFromYear1 |
| Excess From Current Year | 218 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE SARAH JURY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MS SARAH JURY | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 48638 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9897935527 | RecipientPhoneNumber |
| Form And Info And Materials | 1. LETTER REQUESTING ASSISTANCE INCLUDING REASON FOR NEED. 2. COPY OF TRANSCRIPTS IF APPLICABLE 3. LETTER FROM SCHOOL COUNSELOR OR FINANCIAL AID OFFICER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| SAGINAW ART MUSEUM | ||||||||
| 1126 NORTH MICHIGAN AVE | SAGINAW | MI | 48602 | N/A | 509(A)(1) | UTILITIES | $12,000 | |
| SAGINAW CHILDRENS ZOO | ||||||||
| 1730 S WASHINGTON AVE | SAGINAW | MI | 48601 | N/A | 509(A)(1) | BUTTERFLY EXHIBIT | $13,000 | |
| YMCA OF SAGINAW | ||||||||
| 1915 FORDNEY | SAGINAW | MI | 48601 | N/A | 509(A)(1) | STRONG KIDS PROGRAM | $3,000 | |
| SALVATION ARMY | ||||||||
| 2030 N CAROLINA ST | SAGINAW | MI | 48602 | N/A | 509(A)(1) | PEOPLE CARE IN SAGINAW MI | $2,000 | |
| SAGINAW ARTS | ||||||||
| 120 EZRA RUST DRIVE | SAGINAW | MI | 48601 | N/A | 509(A)(1) | LITERARY FESTIVAL | $1,000 | |
| SAGINAW CHORAL SOCIETY | ||||||||
| 326 S JEFFERSON | SAGINAW | MI | 48607 | N/A | 509(A)(1) | KEYBOARD | $500 | |
| CATHOLIC DIOCESE | ||||||||
| 5802 WEISS ST | SAGINAW | MI | 48603 | N/A | 509(A)(1) | CAC BREAKFAST | $434 | |
| COUNCIL OF MICHIGAN FOUND | ||||||||
| ONE SOUTH HARBORSUITE 3 | GRAND HAVEN | MI | 49417 | N/A | 509(A)(1) | MEMBERSHIP | $600 | |
| PIT & BALCONY THEATRE | ||||||||
| 805 NORTH HAMILTON | SAGINAW | MI | 48602 | N/A | 509(A)(1) | PROGRAMMING | $11,000 | |
| SAGINAW CHORAL SOCIETY | ||||||||
| 326 S JEFFERSON | SAGINAW | MI | 48607 | N/A | 509(A)(1) | PROGRAMMING | $2,000 | |
| SAGINAW BAY SYMPHONY ORCH | ||||||||
| 310 N JOHNSON PO BOX 41 | SAGINAW | MI | 48606 | N/A | 509(A)(1) | CONCERTS | $12,000 | |
| DOWNTOWN SAGINAW ASSOC | ||||||||
| PO BOX 20072 | SAGINAW | MI | 48602 | N/A | 509(A)(1) | UNDERWRITING | $1,000 | |
| FRIENDS OF SHIAWASSEE | ||||||||
| PO BOX 20129 | SAGINAW | MI | 48602 | N/A | 509(A)(1) | SPEAKER AND WILD GOOSE CHASE EXP. | $1,000 | |
| COMMUNITY PRESCRIPTION | ||||||||
| 100 S JEFFERSON AVE | SAGINAW | MI | 48607 | N/A | 509(A)(1) | BRIDGE FUNDS | $1,000 | |
| DELTA COLLEGE FOUNDATION | ||||||||
| 1961 DELTA RD | UNIVERSITY CENTER | MI | 48710 | N/A | 509(A)(1) | SCHOLARSHIPS | $2,000 | |
| GRAND RAPIDS ART MUSUEM | ||||||||
| 155 NORTH DIVISION | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | BURKE & DORORTHY PORTER GALLERY | $3,000 | |
| GRAND RAPIDS CIVIC THEATR | ||||||||
| 30 N DIVISION AVE | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | SUPPORT OF PRODUCTIONS | $4,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NE | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | CONCERT EXPENSES | $3,000 | |
| KALAMAZOO COLLEGE | ||||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | N/A | 509(A)(1) | SCHOLARSHIP | $3,000 | |
| MY PLACE FOUNDATION | ||||||||
| 4901 TOWNE CENTRE ROAD | SAGINAW | MI | 48604 | N/A | 509(A)(1) | PROGRAM EXPENSE | $2,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 101 EAST GRAND RIVER AVE | LANSING | MI | 48906 | N/A | 509(A)(1) | MICHIGAN PROGRAMS | $3,500 | |
| MICHIGAN HUMANITIES | ||||||||
| 119 PERE MARQUETTE DR | LANSING | MI | 48912 | N/A | 501(C)(3) | GREAT MICHIGAN READ | $1,000 | STE 3B |
| OPERA GRAND RAPIDS | ||||||||
| 161 OTTAWA AVE NW 204 | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | PRODUCTIONS | $1,500 | |
| SAGINAW ARTS & ENRICHMENT | ||||||||
| 120 EZRA RUST DRIVE | SAGINAW | MI | 48601 | N/A | 509(A)(1) | VISITING ART RESIDENCY | $1,500 | |
| CENTRE COLLEGE | ||||||||
| 600 W WALNUT ST | DANVILLE | KY | 40422 | N/A | 509(A)(1) | TRUSTEES CHALLENGE | $5,000 | |
| MIDMICHIGAN CHILDREN'S MU | ||||||||
| 3875 BAY ROAD SUITE 4N | SAGINAW | MI | 48603 | N/A | 509(A)(1) | FINAL CAPITAL PLEDGE | $2,000 | |
| UNDERGROUND RAILROAD INC | ||||||||
| PO BOX 2451 | SAGINAW | MI | 48605 | N/A | 509(A)(1) | SPECIAL NEEDS | $1,000 | |
| WOMEN OF COLORS | ||||||||
| PO BOX 5525 | SAGINAW | MI | 48603 | N/A | 509(A)(1) | FUNDRAISING | $500 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE SUITE 8000 | ANN ARBOR | MI | 48109 | N/A | 509(A)(1) | PORTER SCHOLARSHIP FUND | $4,000 | |
| TEMPLE THEATRE FOUNDATION | ||||||||
| 1100 S WASHINGTON AVE | SAGINAW | MI | 48601 | N/A | 4942(J)(3) | OPERATIONS | $2,500 | SUITE 3 |
| GRAND RAPIDS ART MUSUEM | ||||||||
| 155 NORTH DIVISION | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | BURKE & DORORTHY PORTER GALLERY | $2,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NE | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | CONCERT EXPENSES | $2,000 | |
| GRAND RAPIDS CIVIC THEATR | ||||||||
| 30 N DIVISION AVE | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | CAPTAIN LOUIE PRODUCTION | $1,000 | |
| KALAMAZOO COLLEGE | ||||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | N/A | 509(A)(1) | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106034 | 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 | $70,781 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,718 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| KINDERMORGAN - UBI | 900099 | -$4,438 | ||
| KINDERMORGAN - UBI -PTP LIMIT | 900099 | $4,438 | ||
| KINDERMORGAN | 14 | -$36 | ||
| KINDERMORGAN - PTP LIMIT | 14 | $36 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,499 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82499 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BURKE E PORTER MACHINERY COMPANY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 PLYMOUTH AVE NE | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDREWS HOOPER & PAVLIK PLC-TAX | Category |
| Amount | $1,480 | Amount |
| Net Investment Income | 740 | NetInvestmentIncome |
| Disbursements Charitable Prps | 740 | DisbursementsCharitablePrps |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | ORGANIZATIONAL COSTS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2004-10-31 | DateAcquiredCompletedExpended |
| Amount Amortized | 5000 | AmountAmortized |
| Deduction For Prior Years | 1750 | DeductionForPriorYears |
| Amortization Period | 15.0000 | AmortizationPeriod |
| Current Year Amortization | 333 | CurrentYearAmortization |
| Total Amount Of Amortization | 2083 | TotalAmountOfAmortization |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| SARAH JURY |
| MICHAEL JURY |
| ANNE GRIFFITH |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS - SEE ATTACHED | NameOfBond |
| EOY Book Value | 483149 | EOYBookValue |
| EOYFMV | 482540 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS AND OPTIONS - SEE ATTACHED | 220407 | 232649 |
| PREFERREDS/FIXED RATE - SEE ATTACHED | 124740 | 135590 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| OPEN END MUTUAL FUNDS-SEE ATTACHED | AT COST | 1349999 | 1486427 |
| CLOSED END MUTUAL FUNDS-SEE ATTACHED | AT COST | 123759 | 71886 |
| CORPORATE MORTGAGE/ASSET BACKED | AT COST | 21385 | 24550 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ORGANIZATIONAL COST | 5000 | 5000 | 5000 |
| ACCUMULATED AMORTIZATION | -1749 | -2083 | -2083 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| MEMBERSHIP DUES | 500 | ||
| MISCELLANEOUS | 255 | 255 | |
| SERVICE CHARGES | 96 | 96 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $413 | Amount |
| Net Investment Income | 413 | NetInvestmentIncome |