SINAI MEDICAL STAFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SINAI MEDICAL STAFF FOUNDATION (EIN 23-7078893)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-04
- IRS object ID
- 202520949349100532
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T17:12:32-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237078893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINAI MEDICAL STAFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SINA | BusinessNameControlTxt |
| Phone | 2486424260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 TELEGRAPH ROAD | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD WILLENS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2486424260 | PhoneNum |
| Signature | 2025-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,851,955 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $87,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $382,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,585 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,567 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,921,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,855,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,855,338 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,653,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,905,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,905,050 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,727,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,851,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,851,955 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $66,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,712,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,785,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,712,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,727,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,851,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,712,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $311,493 | OtherIncreasesAmt |
| Subtotal | $4,785,955 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ALLOCATED REALIZED GAIN/LOSS FROM POOLED FUNDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $382,265 | GrossSalesPriceAmt |
| Cost Or Other Basis | $359,784 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,481 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,481 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,481 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,687 | OverpaymentAmt |
| Applied To ES Tax | $2,687 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SINAIDETROITMEDICALFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOROTHY BENYAS | IndividualWithBooksNm |
| Phone | 2486424260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 TELEGRAPH ROAD | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD WILLENS | ||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48301 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTY LEVINSON | ||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48301 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LEON HOCHMAN | ||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48301 | TREASURER | 0.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,743,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,865,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,865,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,792,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,151 | TotalTaxAmt |
| Distributable Before Adj | $238,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,936 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,936 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $169,670 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,437 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $186,107 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,630 | ExcessFromYear3Amt |
| Excess From Year2 | $93,886 | ExcessFromYear2Amt |
| Excess From Year1 | $70,154 | ExcessFromYear1Amt |
| Excess From Current Year | $16,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 20300 CIVIC CENTER DR 100 | SOUTHFIELD | MI | 48076 | PC | TO SUPPORT FIRST RESPONDERS DEMNTIA TRAINING PROGRAM | $15,000 |
| FRESH AIR SOCIETY | ||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | TO SUPPORT THE MEDICAL CARE PROGRAM | $25,000 |
| FRIENDSHIP CIRCLE | ||||||
| 6892 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | PC | TO SUPPORT MENTAL HEALTH AND RECOVERY | $15,000 |
| JEWISH FAMILY SERVICE | ||||||
| 6555 WEST MAPLE RD | WEST BLOOMFIELD | MI | 48322 | PC | TO SUPPORT HEALTH MANAGEMENT | $20,000 |
| UNITED JEWISH FOUNDATION - ARCHIVES | ||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | TO SUPPORT THE JEWISH COMMUNITY | $2,000 |
| JEWISH FEDERATION OF METRO DETROIT | ||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | TO SUPPORT THE JEWISH COMMUNITY | $58,600 |
| ON MY OWN OF MICHIGAN INC | ||||||
| 1250 KIRTS BOULEVARD SUITE 300 | TROY | MI | 48084 | PC | TO SUPPORT DEVELOPMENTALLY DISABLED PEOPLE LIVE INDEPENDENTLY | $25,000 |
| AFFIRMATIONS COMMUNITY CENTER | ||||||
| 290 W NINE MILE | FERNDALE | MI | 48220 | PC | TO SUPPORT LGBTQ+ INDIVIDUALS | $25,000 |
| AUTISM ALLIANCE OF MICHIGAN | ||||||
| 26913 NORTHWESTERN HWY STE 520 | SOUTHFIELD | MI | 48033 | PC | TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH AUTISM | $25,000 |
| GILDA'S CLUB OF METRO DETROIT | ||||||
| 3517 ROCHESTER RD | ROYAL OAK | MI | 48073 | PC | TO SUPPORT INDIVIDUALS WITH CANCER | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AVALON HEALING CENTER | ||||||
| 2727 2ND AVENUE STE 300 | DETROIT | MI | 48201 | PC | TO PROVIDE MEDICAL CARE TO VICTIMS OF VIOLENCE | $21,000 |
| JEWISH HOSPICE AND CHAPLAINCY NETWORK | ||||||
| 6555 WEST MAPLE RD | WEST BLOOMFIELD | MI | 48322 | PC | TO SUPPORT END OF LIFE CARE | $10,000 |
| PLANNED PARENTHOOD OF MICHIGAN | ||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | PC | TO SUPPORT EQUITY IN REPRODUCTIVE HEALTH CARE | $15,000 |
| HATZALAH OF MICHIGAN | ||||||
| 13650 OAK PARK BLVD | OAK PARK | MI | 48237 | PC | TO PROVIDE COMMUNITY MEDICAL FIRST RESPONDERS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $66,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,965 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,170 | Amt |
| Net Investment Income | $1,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,585 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARDING LOEVNER GLOBAL EQUITY | $259,263 | $259,263 |
| ADVISERS INVT INDEPENDENT | $445,611 | $445,611 |
| CAUSEWAY INTERNATIONAL VALUE | $218,801 | $218,801 |
| FMI INTERNATIONAL FUNDS | $218,766 | $218,766 |
| FIRST EAGLE GLOBAL I | $199,678 | $199,678 |
| AEON GLOBAL EQUITY | $279,150 | $279,150 |
| PZENA EMERGING MARKETS | $118,793 | $118,793 |
| RBC EMERGING MARKETS | $113,639 | $113,639 |
| PRINCIPAL DIVERSIFIED REAL ASSET INST | $401,981 | $401,981 |
| PIMCO INCOME FUND | $72,887 | $72,887 |
| GW&K | $132,408 | $132,408 |
| FIDELITY 500 | $394,361 | $394,361 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IR&M CORE BOND FUND II LLC | FMV | $438,348 | $438,348 |
| CANYON VALUE REALIZATION LTD | FMV | $157,180 | $157,180 |
| SIGULER GUFF DISTRESSED OPP FUND | FMV | $3,120 | $3,120 |
| PAUL CAPITAL PARTNERS IX LP | FMV | $903 | $903 |
| NB CROSSROADS FUND 23 | FMV | $117,987 | $117,987 |
| PIMCO DISTRESSED FUND II | FMV | $98,561 | $98,561 |
| BAIN CAPITAL MIDDLE MARKET | FMV | $6,132 | $6,132 |
| PIMCO BRAVO FUND III | FMV | $49,090 | $49,090 |
| PIMCO COMMERCIAL RE DEBT FUND LP | FMV | $39,502 | $39,502 |
| CASTLELAKE INCOME OPPORTUNITIES | FMV | $29,282 | $29,282 |
| TUDOR RIVERBAND | FMV | $37,801 | $37,801 |
| CAPULA VOLATILITY | FMV | $18,223 | $18,223 |
| PHARO GAIA | FMV | $23,589 | $23,589 |
| ANATOLE | FMV | $219 | $219 |
| BREVAN HOWARD | FMV | $41,476 | $41,476 |
| DAVIDSON KEMPNER | FMV | $50,994 | $50,994 |
| SILVER POINT | FMV | $44,485 | $44,485 |
| ARKKAN | FMV | $34,678 | $34,678 |
| AURELIUS | FMV | $8,734 | $8,734 |
| ATALAN | FMV | $28,430 | $28,430 |
| ELLIOTT | FMV | $75,025 | $75,025 |
| BAIN CAPITAL REAL ESTATE | FMV | $39,530 | $39,530 |
| SIXTH STREET | FMV | $28,290 | $28,290 |
| STONEPEAK | FMV | $40,169 | $40,169 |
| SWEETWATER | FMV | $44,950 | $44,950 |
| ANOMALY | FMV | $33,483 | $33,483 |
| HG VORA | FMV | $32,780 | $32,780 |
| SHELLBACK | FMV | $31,064 | $31,064 |
| ICG STRATEGIC EQUITY IV | FMV | $75,931 | $75,931 |
| NB CROSSROADS FUND 24 | FMV | $53,286 | $53,286 |
| CASTLELAKE INCOME OPPORTUNITIES II | FMV | $37,269 | $37,269 |
| PATHWAY CAPITAL | FMV | $21,593 | $21,593 |
| SONA | FMV | $28,848 | $28,848 |
| ICG V | FMV | $7,311 | $7,311 |
| DFJ GROWTH | FMV | $2,207 | $2,207 |
| ONEX | FMV | $93,264 | $93,264 |
| LS POWER | FMV | $1,307 | $1,307 |
| MERCER PIP | FMV | $30,009 | $30,009 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER FEES | $8,902 | $4,451 | $4,451 |
| TAXES | $3,416 | $3,416 | $0 |
| TRIBUTES | $300 | $0 | $300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATED UNREALIZED GAIN POOLED FUNDS | $310,096 |
| FMV ADJUSTMENT | $1,397 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $35,722 | Amt |
| Net Investment Income | $17,722 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
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