GORDON J HAMMERSLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GORDON J HAMMERSLEY FOUNDATION (EIN 35-2218935)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-04
- IRS object ID
- 202411569349100501
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-04T05:17:17-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381985675 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBAUM ROLLINS & OLAH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30057 ORCHARD LAKE ROAD SUITE 100 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | 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 | 352218935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GORDON J HAMMERSLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 4198747201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NORTH BIRCHWOOD | AddressLine1Txt |
| City | LELAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JEFFREY R HAMMERSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4198747201 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR JEFFREY | PersonFirstNm |
| Person Last | HAMMERSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARYL T ROLLINS CPA | PreparerPersonNm |
| PTIN | P01234780 | PTIN |
| Phone | 2488556640 | PhoneNum |
| Preparation | 2024-06-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $2,360,565 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,624 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,624 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $209,787 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,737 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,361 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,466 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,792 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $584 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $584 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,050 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,050 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,311 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,250 | CashBOYAmt |
| Cash EOY | $101,673 | CashEOYAmt |
| Cash EOYFMV | $101,673 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $639,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $588,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,962,577 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $208,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $333,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $294,094 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $620 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,221 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $927,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,024,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,360,565 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,225 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $913 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $913 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $925,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,023,157 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $925,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,023,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,024,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $925,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $209,787 | OtherIncreasesAmt |
| Subtotal | $1,035,052 | SubtotalAmt |
| Other Decreases | $11,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,023,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS NO. 13841 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $195,258 | $0 | $42,595 | $152,663 | $0 | $0 | $0 | $152,663 |
| UBS NO. 13841 CAP GAIN DISTRIBUTIONS | P | 2022-01-01 | 2023-12-31 | $534 | $0 | $0 | $534 | $0 | $0 | $0 | $534 |
| UBS NO. 13842 ST (ATTACHED) | P | 2023-01-01 | 2023-12-31 | $4,624 | $0 | $4,345 | $279 | $0 | $0 | $0 | $279 |
| UBS NO. 13842 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $37,413 | $0 | $26,480 | $10,933 | $0 | $0 | $0 | $10,933 |
| UBS NO. 13842 CAP GAIN DISTRIBUTIONS | P | 2022-01-01 | 2023-12-31 | $7 | $0 | $0 | $7 | $0 | $0 | $0 | $7 |
| UBS NO. 13843 ST (ATTACHED) | P | 2023-01-01 | 2023-12-31 | $10,815 | $0 | $9,854 | $961 | $0 | $0 | $0 | $961 |
| UBS NO. 13843 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $31,476 | $0 | $31,181 | $295 | $0 | $0 | $0 | $295 |
| UBS NO. 13844 ST (ATTACHED) | P | 2023-01-01 | 2023-12-31 | $4,215 | $0 | $3,752 | $463 | $0 | $0 | $0 | $463 |
| UBS NO. 13844 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $56,846 | $0 | $32,799 | $24,047 | $0 | $0 | $0 | $24,047 |
| UBS NO. 13844 CAP GAIN DISTRIBUTIONS | P | 2022-01-01 | 2023-12-31 | $51 | $0 | $0 | $51 | $0 | $0 | $0 | $51 |
| UBS NO. 13845 ST (ATTACHED) | P | 2023-01-01 | 2023-01-01 | $854 | $0 | $820 | $34 | $0 | $0 | $0 | $34 |
| UBS NO. 13845 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $35,948 | $0 | $16,523 | $19,425 | $0 | $0 | $0 | $19,425 |
| UBS NO. 13845 LT (ATTACHED) | P | 2022-01-01 | 2023-12-31 | $112 | $0 | $17 | $95 | $0 | $0 | $0 | $95 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $209,787 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,737 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,275 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,101 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,376 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,376 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,188 | OverpaymentAmt |
| Applied To ES Tax | $3,188 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBAUM ROLLINS & OLAH PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488556640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30057 ORCHARD LK RD 100 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483342263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY R HAMMERSLEY | ||||||||
| 5931 NORTH BIRCHWOOD | LELAND | MI | 49654 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| JENNIFER A SPAUR | ||||||||
| 818 COLLEGE AVE | ADRIAN | MI | 492212514 | VICE-PRES. & SECRETARY | 1.00 | $0 | $0 | $0 |
| ROSS A HAMMERSLEY | ||||||||
| 400 BOUGHEY ST | TRAVERSE CITY | MI | 49684 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AMY A SPAUR | ||||||||
| 1373 WILDWOOD LAKES BLVD 3 | NAPLES | FL | 34104 | DIRECTOR | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,076,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,619 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,171,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,171,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,138,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,188 | TotalTaxAmt |
| Distributable Before Adj | $103,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,133 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,133 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $81 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWEL HEART LEARNING CENTER | ||||||
| 1129 OAK VALLEY DR | ANN ARBOR | MI | 48108 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $1,000 |
| FISHTOWN PRESERVATION | ||||||
| 203 E CEDAR STREET | LELAND | MI | 49654 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| OLD STURBRIDGE VILLAGE | ||||||
| 1 OLD STURBRIDGE VILLAGE RD | STURBRIDGE | MA | 01566 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $10,000 |
| COMMUNITY KITCHEN OF MONROE CO | ||||||
| PO BOX 3286 | BLOOMINGTON | IN | 47402 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| YMCA STORER CAMPS | ||||||
| 6941 STONY LAKE ROAD | JACKSON | MI | 49201 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| INLAND SEAS EDUCATION ASSOC | ||||||
| 100 DAME ST 218 | SUTTONS BAY | MI | 49682 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| TRAVERSE CITY CENTRAL HIGH SCHOOL | ||||||
| 1150 MILLIKEN DRIVE | TRAVERSE CITY | MI | 49686 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| TSOGYELGAR MEDITATION CENTER | ||||||
| 7101 W LIBERTY RD | ANN ARBOR | MI | 48103 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $1,000 |
| PURPLE HEART PROJECT | ||||||
| PO BOX 1145 | MCKENNA | WA | 98558 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $30,000 |
| ZEN BUDDHIST TEMPLE | ||||||
| 1214 PACKARD ST | ANN ARBOR | MI | 48104 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $1,000 |
| WCMU PUBLIC MEDIA | ||||||
| 1999 E CAMPUS DRIVE | MT PLEASANT | MI | 48859 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| TLDEF | ||||||
| 520 8TH AVENUE STE 2204 | NEW YORK | NY | 10018 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| TART TRAILS | ||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| NEIGHBORS OF HOPE | ||||||
| PO BOX 918 | ADRIAN | MI | 49221 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| MICHIGAN CLIMATE ACTION NETWORK | ||||||
| 602 W IONIA STREET | LANSING | MI | 48933 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $10,000 |
| ACLU OF MICHIGAN | ||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $2,000 |
| LEELANAU CONSERVANCY | ||||||
| 105 NORTH FIRST STREET | LELAND | MI | 49654 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,624 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,624 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,624 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Earnings from investments are used to provide revenues for |
| 4 | charitable donation purposes, while maintaining the principal for the |
| 4 | benefit and use of future generations for charitable purposes. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROSENBAUM, ROLLINS & OLAH, P.C. 990PF TAX RETURN | CategoryTxt |
| Amt | $3,450 | Amt |
| Disbursements Charitable Prps | $3,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $588,020 | EOYBookValueAmt |
| EOYFMV | $1,962,577 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS - FIXED INCOME SECURITIES | CategoryOrItemTxt |
| Book Value | $333,757 | BookValueAmt |
| EOYFMV | $294,094 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $1,695 | $620 | $620 |
| ACCRUED INTEREST | $0 | $0 | $1,601 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUMS | Desc |
| Amt | $11,895 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART ASSET CONSERVATION | Desc |
| Revenue And Expenses Per Books | $8,500 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED CAPITAL GAINS | Desc |
| Amt | $209,787 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $1,225 | BOYBookValueAmt |
| EOY Book Value | $913 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEES | CategoryTxt |
| Amt | $9,466 | Amt |
| Net Investment Income | $9,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,466 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSE AND FEES | $20 | $20 | ||
| FOREIGN TAXES PAID | $584 | $584 | $584 | |
| TAX ON INVEST. INCOME | $3,188 |
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