Hilda E Bretzlaff Foundation Inc: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
Hilda E Bretzlaff Foundation Inc (EIN 38-2619845)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-23
IRS object ID
202441449349100214
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-23T02:40:24-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382368158PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RJ Miller PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1148 E Livingston RoadAddressLine1Txt
CityHighlandCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48357ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382619845EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hilda E Bretzlaff Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHILDBusinessNameControlTxt
Phone2483104287PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12896 Wildemere DriveAddressLine1Txt
CityMilfordCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJanelle M RadtkePersonNm
Person TitleSecretaryTreasurerPersonTitleTxt
Phone2483104287PhoneNum
Signature2024-05-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGeraldPersonFirstNm
Person LastRadtkePersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert J MillerPreparerPersonNm
PTINP00475723PTIN
Phone2488870088PhoneNum
Preparation2024-05-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$151,924DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,924DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$118,360GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,360CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,002OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$290,286TotalRevAndExpnssAmt
Total Net Invst Incm$270,284TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$273,992CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$54,798CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$219,194CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$107,700PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$21,540PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$86,160PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,439LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,439LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$36,985AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$36,985AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$10,685OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,685OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$21,135TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,227TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$16,908TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$11,513OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,756OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$5,757OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,672TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$467TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,205TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$45,979OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,131OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,848OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$517,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$165,028TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$352,072TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,426,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,426,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,943,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$165,028TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,778,822TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,653,564ExcessRevenueOverExpensesAmt
Net Investment Income$105,256NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,587CashBOYAmt
Other Investments BOY$11,551,674OtherInvestmentsBOYAmt
Total Assets BOY$11,627,261TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$26,569OtherLiabilitiesBOYAmt
Total Liabilities BOY$26,569TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,600,692RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$11,600,692TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,627,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,600,692TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,653,564ExcessRevenueOverExpensesAmt
Other Increases$52,872OtherIncreasesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyInvestmentsPropertyDesc
How AcquiredPHowAcquiredCd
Sold2023-12-31SoldDt
Gross Sales Price$118,360GrossSalesPriceAmt
Gain Or Loss$118,360GainOrLossAmt
Gains Minus Excess Or Losses$118,360GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$118,360CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,463InvestmentIncomeExciseTaxAmt
Subtotal$1,463SubtotalAmt
Tax Based On Investment Income$1,463TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,494EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,494TotalPaymentsAndCreditsAmt
Original Return Tax Paid$22,494OriginalReturnTaxPaidAmt
Overpayment$21,031OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$21,031RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.hebf.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Robert J MillerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2488870088PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1148 E Livingston RoadAddressLine1Txt
CityHighlandCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48357ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
Gerald Radtke
2684 Wildemere DriveMilfordMI48380President030.00$70,008$19,468
Janelle Radtke
2684 Wildemere DriveMilfordMI48380Treasurer/Secretary030.00$70,008$17,423
Susan Vogt
331 Melinda CircleWhite LakeMI48386Vice-President030.00$70,008$28,608
Kathleen Lindbeck
2896 Wildemere DriveMilfordMI48380Office Manager022.00$63,968$28,589
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Graystone Consulting
2000 WestchesterPurchaseNY10577Investment Management$10,478
RJ Miller PC
148 E Livingston RdHighlandMI48357C.P.A. Firm$15,294

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,940,666AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$776,919AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,717,585TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,717,585AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,616,821NetVlNoncharitableAssetsAmt
Minimum Investment Return$330,841MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$330,841MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,463TaxBasedOnInvestmentIncomeAmt
Total Tax$1,463TotalTaxAmt
Distributable Before Adj$329,378DistributableBeforeAdjAmt
Distributable Before Ded$329,378DistributableBeforeDedAmt
Distributable As Adjusted$329,378DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,778,822ExpensesAndContributionsAmt
Qualifying Distributions$11,778,822QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$329,378DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,083,671ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,266,621ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,529,347ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,788,786ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,324,431ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,992,856TotalExcessDistributionCyovAmt
Qualifying Distributions$11,778,822QualifyingDistributionsAmt
Applied To Current Year$329,378AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,449,444RemainingDistriFromCorpusAmt
Total Corpus$22,442,300TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,083,671ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,358,629ExcessDistriCyovToNextYrAmt
Excess From Year4$1,266,621ExcessFromYear4Amt
Excess From Year3$1,529,347ExcessFromYear3Amt
Excess From Year2$2,788,786ExcessFromYear2Amt
Excess From Year1$4,324,431ExcessFromYear1Amt
Excess From Current Year$11,449,444ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKathleen LindbeckRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12896 Wildemere DriveAddressLine1Txt
CityMilfordCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48380ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2483104287RecipientPhoneNum
Form And Info And MaterialsApplication which includes personal information, Academic Information, Work Experience, Parents InformationFormAndInfoAndMaterialsTxt
Submission DeadlinesDid not process any applications for the yearSubmissionDeadlinesTxt
Restrictions On AwardsDemonstrate financial need, Are creative, moral, ambitious and conservativeRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alice Lloyd College
100 Purpose RdPippa PassesKY41844Education$1,500,000
Ashland University
401 College AvenueAshlandOH44805Education$60,000
Ave Maria University
5050 Ave Maria BlvdAve MariaFL34142Education$100,000
Cairn University
200 Manor AvenueLanghornePA19047Education$1,200,000
Chesterton Academy
21400 S Nunneley RoadClinton TwpMI48035Education$85,000
Chciago Hope Adademy
2189 W BowlerChicagoIL60612Education$225,000
Concordia Seminary
801 Seminary PlaceSt LouisMO63105Education$300,000
Conc Theological Seminary
6600 North Clinton StFort WayneIN46825Education$65,000
Concordia University
12800 N Lakeshore DriveMequonWI53097Education$50,000
Detroit Cristo Rey
5679 West Vernor HighwayDetroitMI48209Education$125,000
English District
33100 Freedom RoadFarmingtonMI48336Education$50,000
Eton Academy
1755 MelonBirminghamMI48009Education$650,000
Family of God
7354 WhittakerDetroitMI48209Education$44,000
Harmel Academy
3333 E Beltline Ave NEGrand RapidsMI49525Education$225,000
Highlaand White Lake Bus Assoc
PO Box 843HighlandMI48357Education$4,500
Hillsdale College
33 E College StHilsdaleMI49242Education$116,250
Intercollegiate Stud Inst
3901 Centerville RdWilmingtonDE19807Education$532,500
John M Ashbrook Center
401 College AveAshlandOH44805Education$800,000
Journey Lutheran Chruch
136 S Washington StOxfordMI48371Education$25,000
Leader Dog
1039 S Rochester RdRochesterMI48307Education$50,000
Loyola High School
15325 PinehurstDetroitMI48238Education$125,000
Lutheran High schol Association
1100 Bagley DriveRochester HillsMI48309Education$125,000
Mt Hope
2300 Hickory StCasperWY82604Education$50,000
Northwood University
4000 Whiting DriveMidlandMI48640Education$25,000
Oakdale Academy
3200 Beacham DriveWaterfordMI48329Education$625,000
Our Savior Eveng Lutheran
13667 Highland RdHartlandMI48353Education$347,000
Our Shephard
2225 East Fourteen Mile RoadBirminghamMI48009Education$75,000
Patrick Heny College
10 Patrick Henry CirclePurcellvilleVA20132Education$625,000
PAWS With a Cause
4646 Division StWaylandMI48348Education$200,000
Powers High
1505 W Court StFlintMI48503Education$50,000
Project Life of MI
PO Box 23042LansingMI48909Education$20,000
Russell Kirk Center
729 W Main StMecostaMI49332Education$550,000
Society of Gilert Keith Chesterton
1320 Main StHopkinsMN55343Education$250,000
Spring Hill Camps
PO Box 42EvertMI49631Education$500,000
St Augustine
5671 Whitmore Lake RdAnn ArborMI48105Education$124,000
St Catherine of Siena
28200 Napier RdWixomMI48393Education$117,500
St Matthew Lutheran
2040 S Commerce RdWalled LakeMI48390Education$420,000
St Paul Pontiac
1133 Joslyn AvenuePontiacMI48340Education$85,000
St Paul's Ev Lutheran
7621 S Dorchester AveChicagoIL60619Education$275,000
St Peter's Lutheran
23000 Gratiot AveEastpointMI48201Education$25,000
The King's College
56 Broadway 5th FloorNew YorkNY10004Education$25,000
The Russell Kirk Center
729 W Main StMecostaMI49332Education$25,000
Turning Point USA
4940 E Beverly RdPhoenixAZ85044Education$250,000
West Highland Christian
1116 South Hickory Ridge RdMilfordMI48380Education$251,000
Harmel Academy
3333 Beltline AveGrand RapidsMI49525Education$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,426,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,924ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$118,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$270,284ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$270,284TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryR.J. Miller, P.C.CategoryTxt
Amt$36,985Amt
Net Investment Income$36,985NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOFFICE RENOVATIONPropertyDesc
Acquired2022-05-13AcquiredDt
Cost Or Other Basis$20,890CostOrOtherBasisAmt
Prior Year Depreciation$73,801PriorYearDepreciationAmt
Computation Method100ComputationMethodTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNot required to file 990-PF with the Attorney General because we are not soliciting contributions in the State of MichiganExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Land Etc Schedule2 LandEtcSchedule2

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationApproved Certificate of Dissolution by State of Michigan dated November 16, 2023. General T- Dissolution. We have terminated our private foundation status under Section 5076b1A by distributing all of its net assets to one or more public charities without keeping any right, title, or interest in those assets.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCouzens, Lansky, Fealk, Ellis, et al.CategoryTxt
Legal Fees$4,439LegalFeesAmt
Net Investment Income$4,439NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Telephone Internet$2,343$1,172$1,171
Computer Website Maintenance$26,455$13,227$13,228
Insurance$6,284$6,284
Office Supplies Miscellaneous$5,464$2,732$2,732
Repairs Maintenance$875$437$438
Promotions Gifts$4,558$2,279$2,279

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRefundable RentDesc
Revenue And Expenses Per Books$20,002RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescChange in net unrealized appreciationDesc
Amt$52,872Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAccrued S.E.P. ContributionsDesc
BOY Book Value$26,569BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGraystone ConsultingCategoryTxt
Amt$10,685Amt
Net Investment Income$10,685NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll Taxes Excise TaxesCategoryTxt
Amt$21,135Amt
Net Investment Income$4,227NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,908DisbursementsCharitablePrpsAmt

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