ZLOTOFF GENERATIONS FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZLOTOFF GENERATIONS FUND (EIN 26-4094446)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349103338
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:30:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382517534 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER GHERSI & LADUKE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST LONG LAKE ROAD STE 135 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483042374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264094446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZLOTOFF GENERATIONS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZLOT | BusinessNameControlTxt |
| Phone | 2486459220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ZLOTOFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2486459220 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | ZLOTOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,311,348 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,461,280 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,616 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,098,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,090,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,098,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,804,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,343,086 | 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 |
| Legal Fees Rev And Expnss | $16,025 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $57,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $810 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,432 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $883,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $883,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $971,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $883,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,832,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,331,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $802 | CashBOYAmt |
| Cash EOY | $717 | CashEOYAmt |
| Cash EOYFMV | $717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $953,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,050,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,050,181 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $590,848 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,038,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,461,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,478,410 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,565,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,217,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,687,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,782,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,366,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,199,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,311,348 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,179,229 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,179,229 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,187,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,020,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,366,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,199,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,366,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,199,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,366,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,832,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,199,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,199,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VNGRD S/TRM INF PRO ADML | P | $3,350,000 | $3,575,139 | -$225,139 | -$225,139 |
| FNZ TRUST COMPANY | P | $2,821,269 | $2,808,049 | $13,220 | $13,220 |
| FNZ TRUST COMPANY | P | $2,465,232 | $1,564,127 | $901,105 | $901,105 |
| FNZ TRUST COMPANY | P | $420,291 | $44,552 | $375,739 | $375,739 |
| CAPITAL GAINS DIVIDENDS | P | $33,780 | $33,780 | $33,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,098,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,513 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL ZLOTOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2486459220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL ZLOTOFF | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| RACHEL ZLOTOFF | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | TREASURER, TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN ZLOTOFF | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | SECRETARY, TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROGER ZLOTOFF | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY TERESE ZLOTOFF | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ZAC MATTEY | ||||||||
| 280 DAINES STREET SUITE 300 | BIRMINGHAM | MI | 48009 | TRUSTEE | 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 | $7,512,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,358,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,871,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,871,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,738,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,513 | TotalTaxAmt |
| Distributable Before Adj | $418,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $418,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $418,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $883,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $883,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $418,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $381,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $691,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $473,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,107 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,702,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $883,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $418,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $465,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,168,392 | 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 | $381,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,787,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $691,650 | ExcessFromYear4Amt |
| Excess From Year3 | $473,890 | ExcessFromYear3Amt |
| Excess From Year2 | $156,107 | ExcessFromYear2Amt |
| Excess From Current Year | $465,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHACKERED FLAG CHALLENGE | ||||||||
| 4600 VESTAL PARKWAY | VESTAL | NY | 13850 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $83,600 | |
| DETROIT PUBLIC TV | ||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| DETROIT SYMPHONY ORCHESTRA | ||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $110,000 | |
| JEWISH FERNDALE | ||||||||
| 1725 PINECREST DRIVE | FERNDALE | MI | 48220 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $10,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 1003 K STREET NW SUITE 200 | DETROIT | MI | 48201 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $250 | WASHINGTON |
| MOTORSPORTS HALL OF FAME OF AMERICA | ||||||||
| 43700 EXPO CENTER DRIVE | NOVI | MI | 48375 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $9,000 | |
| TUFTS UNIVERSITY HILLEL FOUNDATION | ||||||||
| 220 PACKARD AVE | MEDFORD | MA | 02155 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $8,000 | |
| ZLOTOFF FOUNDATION | ||||||||
| PO BOX 2030 | BLOOMFIELD HILLS | MI | 483032030 | TRUSTEE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $500,000 | |
| HENRY FORD SYSTEM | ||||||||
| 1 FORD PLACE | DETROIT | MI | 48202 | TRUSTEE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $111,500 | |
| YANKEE AIR MUSEUM | ||||||||
| 47884 D ST | BELLEVUKKE | MI | 48111 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $25,000 | |
| CHAMP AT GOOD HOPE FARM | ||||||||
| 57 EAST SHORE ROAD | SOUTH HERO | VT | 05486 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| NATIONAL PUBLIC RADIO | ||||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $500 | |
| BLOOMFIELD HILLS SCHOOL DISTRICT | ||||||||
| 7273 WING LAKE ROAD | BLOOMFIELD HILLS | MI | 48301 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $10,000 | |
| OAK HILL CEMETERY WALK | ||||||||
| 405 CESAR E CHAVEZ AVE | PONTIAC | MI | 48342 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $883,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,616 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,098,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,343,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,343,129 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL M AND MARY T ZLOTOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,461,280 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,080 SHRS APPLE INC | $410,946 | 2023-12-18 |
| 1 | 1,074 SHRS MICROSOFT CORP | $396,671 | 2023-12-15 |
| 1 | 1,000 SHRS NVIDIA CORP | $470,000 | 2023-12-12 |
| 1 | 929 SHRS APPLE | $183,663 | 2023-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,845 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,009 SHRS APPLE INC | $594,609 | $579,323 |
| 1,074 SHRS MICROSOFT CORP | $396,671 | $403,867 |
| 1,000 NVIDIA CORP | $470,000 | $495,220 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL CL | AT COST | $2,015,791 | $2,117,919 |
| VANGUARD EXTENDED MARKET INDEX ADMIRAL CL | AT COST | $1,007,439 | $1,069,303 |
| VANGUARD SHORT TERM INFL PROT SECS INDEX | AT COST | $683,897 | $644,868 |
| VANGUARD WELLESLEY INCOME ADMIRAL CL | AT COST | $2,063,647 | $2,066,228 |
| VANGUARD GROWTH ADMIRAL CL | AT COST | $916,664 | $883,722 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,025 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT & ADVISORY FEES | $10,432 | $10,432 | $0 |
| BANK CHARGES | $230 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $810 | $810 | $0 |
| EXCISE TAX | $56,228 | $0 | $0 |
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