L & L EDUCATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- L & L EDUCATIONAL FOUNDATION (EIN 38-2785121)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-14
- IRS object ID
- 202232579349100148
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T16:44:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382492570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 WEST BIG BEAVER ROAD | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382785121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L & L EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | L&LE | BusinessNameControlTxt |
| Phone | 5863361600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY DOMENICK-MUSCAT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5863361600 | PhoneNum |
| Signature | 2022-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGGY | PersonFirstNm |
| Person Last | DOMENICK-MUSCAT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENEDICT P RYBICKI CPA | PreparerPersonNm |
| PTIN | P00360661 | PTIN |
| Phone | 2482443000 | PhoneNum |
| Preparation | 2022-09-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $16,315,348 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $502,655 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $317,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $851,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,540,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $948,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,677,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,266,358 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,852 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $685,729 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $685,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $688,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $924,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,237,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $603,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,035,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,035,833 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $105 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $105 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,338,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,830,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,279,410 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,941,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,866,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,315,348 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,941,809 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,866,029 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,941,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,866,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,941,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,866,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,941,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $924,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,866,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,866,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $913,681 | $904,216 | $9,465 | $9,465 |
| CHARLES SCHWAB | P | $846,631 | $684,945 | $161,686 | $161,686 |
| EXACT SCIENCES CORPORATION | D | $85,649 | $2,907 | $82,742 | $82,742 |
| CAPITAL GAINS DIVIDENDS | P | $694,738 | $694,738 | $694,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $948,631 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,306 | 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 | $17,306 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105 | OverpaymentAmt |
| Applied To ES Tax | $105 | 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 | LLPFOUNDATIONS.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET DOMENICK - MUSCAT | IndividualWithBooksNm |
| Phone | 5863361608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET DOMENICK-MUSCAT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| ARNOLD KUMMEROW | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JUSTIN L SCHUPP | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN LANE MULKA | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LESLE E COLE | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| KATHERINE CLERMONT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TREASURER | 0.25 | $0 | $0 | $0 |
| NANCY CAMPBELL | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DEAN QUADERER | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JAY KRAWCZYK | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | VICE PRESIDENT | 0.25 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,542,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $446,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,988,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,988,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,749,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $787,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $787,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,201 | TotalTaxAmt |
| Distributable Before Adj | $770,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $770,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $770,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $688,704 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $688,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $770,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,176 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $688,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,176 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $651,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $118,721 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN LANE MULKA | ContributingManagerNm |
| Contributing Manager | LESLE E COLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | L L EDUCATIONAL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DR | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5863361608 | RecipientPhoneNum |
| Form And Info And Materials | REFER TO: LLPFOUNDATIONS.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO: LLPFOUNDATIONS.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO: LLPFOUNDATIONS.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADKISON AUSTIN | |||||||
| 2027 W DODGE RD | CLIO | MI | 48420 | NONE | INDIVIDUAL | EDUCATION | $3,252 |
| ALGER JASON | |||||||
| 228 BUBBA GUNTER RD | WAGENER | SC | 29164 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| APFEL CHRISTOPHER | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | INDIVIDUAL | EDUCATION | $8,182 |
| APFEL DANA | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | INDIVIDUAL | EDUCATION | $1,600 |
| ARGUELLES MANUEL | |||||||
| 222 CHRISTOPHER STONE DR | CAPAC | MI | 48014 | NONE | INDIVIDUAL | EDUCATION | $7,949 |
| ARNOLD ASHLEY | |||||||
| 5375 LUM ROAD | ATTICA | MI | 48412 | NONE | INDIVIDUAL | EDUCATION | $757 |
| ARNOLD ELISE | |||||||
| 128 WILCOX ST APT 202 | ROCHESTER | MI | 48307 | NONE | INDIVIDUAL | EDUCATION | $1,000 |
| ARNOLD KATHRYN | |||||||
| 5375 LUM ROAD | ATTICA | MI | 48412 | NONE | INDIVIDUAL | EDUCATION | $7,132 |
| ASAY JOHNATHAN | |||||||
| 1780 ARLINGTON CT | OXFORD | MI | 48371 | NONE | INDIVIDUAL | EDUCATION | $4,000 |
| BADRAK MADELINE | |||||||
| 20820 ERBEN STREET | ST CLAIR SHORES | MI | 48081 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| BALSAM ELIZABETH | |||||||
| 12875 EXCALIBUR LANE | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $2,500 |
| BASLOCK SARAH | |||||||
| 1600 ISLES ROAD | SANDUSKY | MI | 48471 | NONE | INDIVIDUAL | EDUCATION | $455 |
| BEEMER BAILEY | |||||||
| 2689 TUBBS RD | APPLEGATE | MI | 48401 | NONE | INDIVIDUAL | EDUCATION | $994 |
| BEEMER HANNAH | |||||||
| 5305 ELK ST PO BOX 382 | PECK | MI | 48466 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| BEHL BROOKE | |||||||
| 60589 PENNINGTON WAY | ROCHESTER | MI | 48306 | NONE | INDIVIDUAL | EDUCATION | $6,605 |
| BEHL MAX | |||||||
| 60589 PENNINGTON WAY | ROCHESTER | MI | 48306 | NONE | INDIVIDUAL | EDUCATION | $3,393 |
| BINGHAM MATTHEW | |||||||
| 49212 BERKSHIRE DR | CHESTERFIELD | MI | 48047 | NONE | INDIVIDUAL | EDUCATION | $752 |
| BORJA RONI | |||||||
| 309 PRESQUE ISLE RD | LEXINGTON | SC | 29072 | NONE | INDIVIDUAL | EDUCATION | $745 |
| BRUNK RYLIE | |||||||
| 1919 MITCHELL LAKE ROAD | ATTICA | MI | 48412 | NONE | INDIVIDUAL | EDUCATION | $5,630 |
| CAPAC COMMUNITY SCHOOLS | |||||||
| 541 N GLASSFORD ST | CAPAC | MI | 48014 | NONE | PUBLIC CHARITY | EDUCATION | $8,000 |
| CASTILLO NATHAN | |||||||
| 6913 CLEAR LAKE ROAD | IMLAY CITY | MI | 48444 | NONE | INDIVIDUAL | EDUCATION | $7,313 |
| CHILDERS LOGAN | |||||||
| 4301 MAPLE STREET | BROWN CITY | MI | 48416 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| CHUHRAN MICHAEL | |||||||
| 1610 EDSEL ST | TRENTON | MI | 48183 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| COURNEYA AUDREY | |||||||
| 2865 N LAPEER RD | LAPEER | MI | 48446 | NONE | INDIVIDUAL | EDUCATION | $7,657 |
| CRUMP WILLIAM | |||||||
| 2920 CEDAR RIDGE DR | TROY | MI | 48084 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| CRUMP JULIA | |||||||
| 2920 CEDAR RIDGE DR | TROY | MI | 48084 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| DECENA BRENDEN | |||||||
| 48851 MICHAYWE DR | MACOMB | MI | 48044 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| DEORNELLAS KIRA | |||||||
| 2606 SOFWIND ST | NORTH BRANCH | MI | 48461 | NONE | INDIVIDUAL | EDUCATION | $7,657 |
| DIMKOVSKI MICHAEL | |||||||
| 16227 COLORADO DR | MACOMB | MI | 48042 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| DRYDEN COMMUNITY SCHOOLS | |||||||
| 3866 ROCHESTER RD | DRYDEN | MI | 48428 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| FEZZEY THOMAS | |||||||
| 57240 COVINGTON DR | WASHINGTON | MI | 48094 | NONE | INDIVIDUAL | EDUCATION | $3,000 |
| FINN ETHAN | |||||||
| 73922 GOULD RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $2,000 |
| FINNERTY CONNOR | |||||||
| 1200 BELLWOOD CT | OXFORD | MI | 48371 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| FIRESTONE KEITH | |||||||
| 8891 RUSSELL ST | SHELBY TWP | MI | 48317 | NONE | INDIVIDUAL | EDUCATION | $1,878 |
| FIRESTONE ZACKARY | |||||||
| 8891 RUSSELL ST | SHELBY TWP | MI | 48317 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| FORSTNER MADISON | |||||||
| 11685 IMLAY CITY RD | EMMETT | MI | 48022 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| FRANZEL DANIELLE | |||||||
| 355 N GATES RD | SANDUSKY | MI | 48471 | NONE | INDIVIDUAL | EDUCATION | $6,041 |
| GILLIES EMMA | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | INDIVIDUAL | EDUCATION | $6,000 |
| GILLIES KELLY | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | INDIVIDUAL | EDUCATION | $1,456 |
| GONZALEZ GAVIN | |||||||
| 18342 TERESA DR | MACOMB | MI | 48044 | NONE | INDIVIDUAL | EDUCATION | $7,670 |
| GRANZ CAYLEY | |||||||
| 34355 GLOUSTER CIRCLE | FARMINGTON HILLS | MI | 48331 | NONE | INDIVIDUAL | EDUCATION | $9,995 |
| GRAVES MARANDA | |||||||
| 412 OLD FARM LANE | LAPEER | MI | 48446 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| GREENMAN HAILEY | |||||||
| 7541 CLEAR LAKE ROAD | BROWN CITY | MI | 48416 | NONE | INDIVIDUAL | EDUCATION | $2,700 |
| HABLE BRIDGET | |||||||
| 1845 BROWNING ST | FERNDALE | MI | 48220 | NONE | INDIVIDUAL | EDUCATION | $1,000 |
| HABLE JOSEPH | |||||||
| 77210 BROWN RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $2,000 |
| HARRISON DANIEL | |||||||
| 8941 HOUGHTON DR | STERLING HEIGHTS | MI | 48314 | NONE | INDIVIDUAL | EDUCATION | $784 |
| HEAD MARLA | |||||||
| 390 ALMONT AVE | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $11,466 |
| HOUSER ALEXANDRA | |||||||
| 16941 ROSE POINTE DR | MACOMB | MI | 48044 | NONE | INDIVIDUAL | EDUCATION | $5,488 |
| HRABOVSKY CHRISTINA | |||||||
| 47856 MALLARD | CHESTERFIELD | MI | 48047 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| HUMMEL GERILYNN | |||||||
| 15995 TURNER RD | IMLAY CITY | MI | 48444 | NONE | INDIVIDUAL | EDUCATION | $4,300 |
| IGNACIO MARYLYNN | |||||||
| 632 N MAIN ST | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $3,000 |
| IMLAY CITY COMMUNITY SCHOOLS | |||||||
| 634 W BORLAND RD | IMLAY CITY | MI | 48444 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| JARMOLUK ALEXANDER | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $8,348 |
| JARMOLUK IVAN | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $1,935 |
| JARMOLUK KATARINA | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| JARMOLUK MAXIM | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| JOHNSON ANDREW | |||||||
| 1710 W DEWEY RD | OWOSSO | MI | 48867 | NONE | INDIVIDUAL | EDUCATION | $2,145 |
| JONES JOELLE | |||||||
| 191 ENGLE STREET | IMLAY CITY | MI | 48444 | NONE | INDIVIDUAL | EDUCATION | $8,650 |
| KLEIN THERSEA | |||||||
| 518 WEST MILL STREET | CAPAC | MI | 48014 | NONE | INDIVIDUAL | EDUCATION | $11,357 |
| KNEPPER JENNA | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| KNEPPER KYLE | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| KOSAL OWEN | |||||||
| 2101 ASH STREET | ST CLAIR | MI | 48079 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| KULKARNI ABHISHEK | |||||||
| 2438 JOHN R ROAD APT 207 | TROY | MI | 48083 | NONE | INDIVIDUAL | EDUCATION | $1,000 |
| LAPEER COMMUNITY SCHOOLS | |||||||
| 250 SECOND STREET | LAPEER | MI | 48446 | NONE | PUBLIC CHARITY | EDUCATION | -$32 |
| LEWIS REILLY | |||||||
| 57383 CIDER DR | WASHINGTON | MI | 48094 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| LEXINGTON SCHOOL DISTRICT ONE | |||||||
| 100 TARRAR SPRINGS RD | LEXINGTON | SC | 29072 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| LI TRACY | |||||||
| 1740 FIRESIDE DR | TROY | MI | 48098 | NONE | INDIVIDUAL | EDUCATION | $1,178 |
| LIGON ALEXA | |||||||
| 8325 BORDMAN RD | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $2,500 |
| LIGON TRENT | |||||||
| 8325 BORDMAN RD | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $3,000 |
| MADAUS EMILY | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | INDIVIDUAL | EDUCATION | $6,055 |
| MADAUS ROBERT | |||||||
| 37509 ROBERT DR | RICHMOND | MI | 48062 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| MADAUS SAMANTHA | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | INDIVIDUAL | EDUCATION | $7,957 |
| MANCINI CLAIRE | |||||||
| 54030 WHITBY WAY | SHELBY TWP | MI | 48316 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| MARION HUNTER | |||||||
| 1409 WINNIE DR | OXFORD | MI | 48371 | NONE | INDIVIDUAL | EDUCATION | $960 |
| MARION NICOLE | |||||||
| 1409 WINNIE DR | OXFORD | MI | 48371 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| MARLETTE COMMUNITY SCHOOLS | |||||||
| EUCLID STREET | MARLETTE | MI | 48453 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| MIRACLE TRAVIS | |||||||
| 7069 STERLING RD | YALE | MI | 48097 | NONE | INDIVIDUAL | EDUCATION | $5,622 |
| NELLANBACH JACOB | |||||||
| 5141 CLEAR LAKE RD | NORTH BRANCH | MI | 48461 | NONE | INDIVIDUAL | EDUCATION | $1,622 |
| NEWSON MADISON | |||||||
| 733 PEPPERMINT ST | ATTICA | MI | 48412 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| NORTH BRAND AREA SCHOOLS | |||||||
| 6655 JEFFERSON STREET NORTH | NORTH BRANCH | MI | 48461 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| OGDEN GABRIELLE | |||||||
| 5716 LAKESHORE RD | FORT GRATIOT | MI | 48059 | NONE | INDIVIDUAL | EDUCATION | $7,000 |
| OGDEN PATRICK | |||||||
| 5716 LAKESHORE RD | FORT GRATIOT | MI | 48059 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| PASULA ASHISH | |||||||
| 1752 OAK FOREST DR E | TROY | MI | 48085 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| PILLARS SYNDEY | |||||||
| 53700 CENTENNIAL | MACOMB | MI | 48042 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| PRINCE ELLARIE | |||||||
| 560 BANCROFT ST | IMLAY CITY | MI | 48444 | NONE | INDIVIDUAL | EDUCATION | $3,074 |
| REVOLDT DREW | |||||||
| 6623 HOUGH RD | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $2,294 |
| RODGERS BRANDON | |||||||
| 7094 HOUGHTON DR | DAVISON | MI | 48423 | NONE | INDIVIDUAL | EDUCATION | -$2,592 |
| ROMEO COMMUNITY SCHOOLS | |||||||
| 316 NORTH MAIN STREET | ROMEO | MI | 48065 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| ROSSEAU REILLY | |||||||
| 2933 KINGS MILL ROAD | LAPEER | MI | 48446 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| ROSSOL NATHAN | |||||||
| 67265 RACHAEL LANE | WASHINGTON | MI | 48095 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| ROTKIEWICZ MATTHEW | |||||||
| 11293 CHAPMAN COURT | BRUCE TWP | MI | 48065 | NONE | INDIVIDUAL | EDUCATION | $3,000 |
| RUGENSTEIN HALEY | |||||||
| 3405 HAINES RD | ATTICA | MI | 48412 | NONE | INDIVIDUAL | EDUCATION | $10,000 |
| SCHRAMM MAKAYLA | |||||||
| 75400 MACKEY ROAD | RICHMOND | MI | 48062 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| SCHULTZ CHEYENNE | |||||||
| 5812 OLIVE TREE DR APT 6 | SAGINAW | MI | 48603 | NONE | INDIVIDUAL | EDUCATION | $6,266 |
| SELEWONIK DYLAN | |||||||
| 1424 WHISPERING WOODS LANE | MARYSVILLE | MI | 48040 | NONE | INDIVIDUAL | EDUCATION | $9,858 |
| SENYK SAGE | |||||||
| 222 CLARKSTON CT | CAPAC | MI | 48014 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| SENYK SCOUT | |||||||
| 222 CLARKSTON CT | CAPAC | MI | 48014 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| SMITH AUTUMN | |||||||
| 13940 FETTY STREET | ALLENTON | MI | 48002 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| SMITTERBERG CHASE | |||||||
| 2694 FLINT RIVER RD | LAPEER | MI | 48446 | NONE | INDIVIDUAL | EDUCATION | $2,000 |
| SNEARY ETHAN | |||||||
| 202 JEFFREY | ROYAL OAK | MI | 48073 | NONE | INDIVIDUAL | EDUCATION | $4,500 |
| SUROWOEC JACKSON | |||||||
| 256 WYNGATE DR | ROCHESTER | MI | 48307 | NONE | INDIVIDUAL | EDUCATION | $1,000 |
| THOMAS MAYA | |||||||
| 44653 BAYVIEW APT23201 | CLINTON TOWNSHIP | MI | 48038 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| THOMPSON KYRA | |||||||
| 111 SQUIRES CREEK ROAD | SIMPSONVILLE | SC | 29681 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| VAZANA EMMA | |||||||
| 1049 AUTUMNVIEW COURT | ROCHESTER | MI | 48307 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| VIAENE ETHAN | |||||||
| 5662 CASEY RD | DRYDEN | MI | 48428 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| VIERIK MORGAN | |||||||
| 54841 JACK DR | MACOMB | MI | 48042 | NONE | INDIVIDUAL | EDUCATION | $2,000 |
| WALKER WILLIAM | |||||||
| 27820 28 MILE ROAD | LENOX | MI | 48048 | NONE | INDIVIDUAL | EDUCATION | $6,000 |
| WEISHAAR CAITLIN | |||||||
| 28954 31 MILE RD | LENOX | MI | 48050 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| WENDORF JACOB | |||||||
| 4943 SHOEMAKER RD | ALMONT | MI | 48003 | NONE | INDIVIDUAL | EDUCATION | $12,000 |
| WERKMEISTER MEGAN | |||||||
| 25861 CONCORD ROAD | HUNTINGTON WOODS | MI | 48070 | NONE | INDIVIDUAL | EDUCATION | $5,000 |
| WHITE CALEB | |||||||
| 5113 TWIN LAKES DRIVE | KIMBALL | MI | 48074 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| WHITE JERAMEE | |||||||
| 2144 COVE RD | WALES | MI | 48027 | NONE | INDIVIDUAL | EDUCATION | $4,000 |
| WILCOX HAYLI | |||||||
| 5701 MEADOW LANE | DRYDEN | MI | 48428 | NONE | INDIVIDUAL | EDUCATION | $4,500 |
| WILEY SCOTT | |||||||
| 570 THIRD AVE | PONTIAC | MI | 48340 | NONE | INDIVIDUAL | EDUCATION | $4,120 |
| WOODY JOEL | |||||||
| 3511 TARA DR | HIGHLAND | MI | 48356 | NONE | INDIVIDUAL | EDUCATION | $2,061 |
| WOODY MAC | |||||||
| 3512 TARA DR | HIGHLAND | MI | 48356 | NONE | INDIVIDUAL | EDUCATION | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $685,729 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $851,483 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH TO ACCRUAL ADJUSTMENT | Desc |
| Unrelated Business Taxbl Incm | $5,706 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,706 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,169,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,174,916 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DEBRA LANE | |||||||
| 1 | 8449 N 79TH STREET | LONGMONT | CO | 80503 | $10,000 | Yes (X) | |
| DEITER LANE | |||||||
| 2 | 13805 N 87TH STREET | LONGMONT | CO | 80503 | $100,000 | Yes (X) | |
| SUSAN LANE | |||||||
| 3 | 1271 ROMNEY ROAD | BLOOMFIELD HILLS | MI | 48304 | $100,000 | Yes (X) | |
| W EUGENE LANE | |||||||
| 4 | 13261 BURGUNDY DRIVE SOUTH | PALM BEACH GARDENS | FL | 33410 | $100,055 | Yes (X) | |
| MARY K GALLOWAY | |||||||
| 5 | 18301 N CROSS U RANCH ROAD | PRESCOTT | AZ | 86305 | $90,000 | Yes (X) | |
| LESLE E COLE | |||||||
| 6 | 1806 LAKE EUSTIS DRIVE | EUSTIS | FL | 32726 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | SHARES OF STOCK | NoncashPropertyDesc |
| Fair Market Value | $100,055 | FairMarketValueAmt |
| Received | 2021-01-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-CASH CONTRIBUTION RECEIVED | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IV, LINE 1C | FormAndLineReferenceDesc |
| Medium Explanation | THE L & L EDUCATIONAL FOUNDATION RECEIVED A NONCASH CONTRIBUTION OF 650 SHARES OF EXACT SCIENCES COMMON STOCK(EXAS), VALUED AT $153.93 PER SHARE FOR A TOTAL FAIR MARKET VALUE OF $100,054.50. THE STOCK WAS RECEIVED ON JANUARY 25, 2021 AND SOLD ON FEBRUARY 25, 2021. THE CARRYOVER BASIS OF THE DONATED STOCK WAS $2,906.80. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11123.751 SHS AMERICAN FD EUROPACIFIC GROWTH FUND | $457,441 | $720,819 |
| 20605.802 SHS BRANDYWINEGLOBAL GLBL | $228,185 | $227,900 |
| 10816.221 SHS PRIMECAP ODYSSEY AGGR GROWTH FD | $399,591 | $570,231 |
| 8799.684 SHS DFA EMERGING MARKETS PORT INSTL | $233,829 | $277,630 |
| 101021.355 SHS WESTERN ASSET CORE PLUS BD FD IS | $1,194,253 | $1,204,175 |
| 7786.677 SHS AMERICAN BEACON SMALL CAP VALUE | $153,242 | $223,322 |
| 10099.410 SHS T ROWE PRICE BLUE CHIP GROWTH FUND | $508,592 | $1,800,018 |
| 9005.112 SHS MATTHEWS PACIFIC TIGER FUND INSTL | $252,706 | $247,641 |
| 3567.598 SHS GOLDMAN SACHS SMALL CAP VALUE FUND | $162,127 | $206,600 |
| 15145.364 SHS JPMORGAN MID CAP VALUE INST | $381,140 | $630,199 |
| 4876.039 SHS VANGUARD INSTL INDEX FUND | $844,163 | $1,978,648 |
| 16669.863 SHS DODGE & COX INTERNATIONAL STOCK FUND | $535,883 | $788,318 |
| 85575.183 SHS DODGE & COX INCOME FUND | $1,198,755 | $1,203,187 |
| 5452.821 SHS T ROWE PRICE NEW HORIZON FUND | $239,799 | $420,031 |
| 31995.002 SHS AMERICAN FD WA MUTUAL INV FD CL F3 | $1,403,593 | $1,934,098 |
| 13338.000 SHS VANGUARD TOTAL BOND MKT INDEX | $1,150,413 | $1,130,395 |
| 34953.536 SHS PGIM GLOBAL TOTAL RETURN Z | $247,281 | $232,091 |
| 133566.935 SHS VANGUARD HIGH YIELD CORP FUND ADMIRAL SHARE | $779,605 | $794,723 |
| 2406.000 SHS ISHARES CORE S&P MID-CAP ETF | $455,340 | $681,090 |
| 19 SHS VANGUARD S&P 500 ETF | $4,153 | $8,294 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMITTEE MEMBER COMPENSATION | $2,975 | $0 | $2,975 |
| FOUNDATION SOFTWARE, SUPPORT & TRAINING | $11,553 | $0 | $0 |
| OFFICE EXPENSES | $4,621 | $0 | $0 |
| INVESTMENT MANAGEMENT FEE | $28,852 | $28,852 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH TO ACCRUAL ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $5,706 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,706 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT | $20 | $0 | $0 |
| FEDERAL EXCISE TAX | $17,201 | $0 | $0 |
Comments