L & L EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- L & L EDUCATIONAL FOUNDATION (EIN 38-2785121)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-12
- IRS object ID
- 202402259349100310
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-12T08:44:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENEDICT P RYBICKI CPA | PreparerPersonNm |
| PTIN | P00360661 | PTIN |
| Phone | 2482443000 | PhoneNum |
| Preparation | 2024-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,372,557 | 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 | $555,150 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $394,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $394,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,886,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,257,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $702,618 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $959 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $728,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $728,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $791,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $731,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $466,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $676,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $529,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,112,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,112,553 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $11,214 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,214 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,190,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,932,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,248,790 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,720,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,056,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,372,557 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,388 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,719,080 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,056,391 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,719,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,056,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,720,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,056,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,719,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $466,724 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,185,804 | SubtotalAmt |
| Other Decreases | $129,413 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,056,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $1,916,607 | $1,838,950 | $77,657 | $77,657 |
| CHARLES SCHWAB | P | $1,559,303 | $1,667,574 | -$108,271 | -$108,271 |
| T. ROWE PRICE BLUE CHIP GROWTH FUND I | D | $101,323 | $39,769 | $61,554 | $61,554 |
| SPDR S&P 500 ETF TRUST | D | $100,606 | $31,802 | $68,804 | $68,804 |
| CAPITAL GAINS DIVIDENDS | P | $208,813 | $208,813 | $208,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,612 | 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 | $20,612 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,214 | OverpaymentAmt |
| Applied To ES Tax | $11,214 | 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 (8 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 |
| 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 | $13,400,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,100,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,501,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,501,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,283,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $714,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $714,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,398 | TotalTaxAmt |
| Distributable Before Adj | $704,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $704,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $704,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $731,768 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $731,768 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $704,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,437 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $731,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,437 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $704,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,550 | ExcessFromCurrentYearAmt |
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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADKISONAUSTIN | |||||||
| 2027 W DODGE RD | CLIO | MI | 48420 | NONE | NA | EDUCATION | $1,573 |
| ALGERJASON | |||||||
| 288 BUBBA GUNTER RD | WAGENER | SC | 29164 | NONE | NA | EDUCATION | $7,594 |
| APFELCHRIS | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | NA | EDUCATION | $7,500 |
| ASAYJOHNATHAN | |||||||
| 1780 ARLINGTON CT | OXFORD | MI | 48371 | NONE | NA | EDUCATION | $3,735 |
| ASAYKATHLEEN | |||||||
| 1780 ARLINGTON COURT | OXFORD | MI | 48371 | NONE | NA | EDUCATION | $3,152 |
| BALSAMELIZABETH | |||||||
| 12875 EXCALIBUR LANE | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $2,500 |
| BEEMERMIKAYLA | |||||||
| 5305 N ELK ST | PECK | MI | 48466 | NONE | NA | EDUCATION | $7,538 |
| BORJARONI FLORENTINE | |||||||
| 309 PRESQUE ISLE ROAD | LEXINGTON | SC | 29072 | NONE | NA | EDUCATION | -$459 |
| BRUNKRYLIE | |||||||
| 1919 MITCHELL LAKE ROAD | ATTICA | MI | 48412 | NONE | NA | EDUCATION | $898 |
| BUNCHBLAKE | |||||||
| 5585 LEAH LANE | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $8,000 |
| BUSCHBRANDON | |||||||
| 43420 EUREKA DR | CLINTON TWP | MI | 48036 | NONE | NA | EDUCATION | $2,000 |
| CASTILLONATHAN | |||||||
| 6913 CLEAR LAKE ROAD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $5,000 |
| CHUHRANJACOB | |||||||
| 1610 EDSEL ST | TRENTON | MI | 48183 | NONE | NA | EDUCATION | $5,000 |
| CHUHRANMICHAEL | |||||||
| 1610 EDSEL STREET | TRENTON | MI | 48183 | NONE | NA | EDUCATION | $5,000 |
| COURNEYAAUDREY | |||||||
| 2865 N LAPEER RD | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $12,000 |
| CRUMPJULIA | |||||||
| 2920 CEDAR RIDGE DR | TROY | MI | 48084 | NONE | NA | EDUCATION | $5,000 |
| DEACHINTREVOR | |||||||
| 8194 KENSINGTON BLVD 744 | DAVISON | MI | 48423 | NONE | NA | EDUCATION | $2,000 |
| DECENACOLIN | |||||||
| 48851 MICHAYWE | MACOMB | MI | 48044 | NONE | NA | EDUCATION | $1,106 |
| D'EGIDIOGRACE | |||||||
| 7239 PLATT SPRINGS ROAD | LEXINGTON | SC | 29073 | NONE | NA | EDUCATION | $3,000 |
| DIMKOVSKIMICHAEL | |||||||
| 16227 COLORADO DR | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $5,000 |
| DIMKOVSKIRYAN | |||||||
| 16227 COLORADO DR | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $3,500 |
| FEZZEYTHOMAS | |||||||
| 21601 BAYSIDE ST | SAINT CLAIR SHORES | MI | 48081 | NONE | NA | EDUCATION | $2,500 |
| FINNASHER | |||||||
| 73922 GOULD RD | BRUCE TWP | MI | 48065 | NONE | NA | EDUCATION | $3,652 |
| FINNETHAN | |||||||
| 73922 GOULD RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $2,500 |
| FIRESTONEKEITH | |||||||
| 8891 RUSSELL ST | SHELBY TOWNSHIP | MI | 48317 | NONE | NA | EDUCATION | $10,000 |
| FIRESTONEZACKARY | |||||||
| 228 DIXIE DRIVE APT 501 | TALLAHASSEE | FL | 32304 | NONE | NA | EDUCATION | $2,000 |
| FORSELLELIZABETH | |||||||
| 1589 PEBBLE CREEK DR | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $8,000 |
| FORSTNERMADISON | |||||||
| 11685 IMLAY CITY RD | ANN ARBOR | MI | 48022 | NONE | NA | EDUCATION | $5,000 |
| FRANZELDANIELLE | |||||||
| 355 N GATES RD | SANDUSKY | MI | 48471 | NONE | NA | EDUCATION | $10,000 |
| GILLIESEMMA | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | NA | EDUCATION | $15,118 |
| GRAVESMARANDA | |||||||
| 412 OLD FARM LN | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $12,393 |
| HABLEJOSEPH | |||||||
| 77210 BROWN RD | BRUCE TWP | MI | 48065 | NONE | NA | EDUCATION | $5,000 |
| HABLETHERESA | |||||||
| 1845 BROWNING ST | FERNDALE | MI | 48220 | NONE | NA | EDUCATION | $5,000 |
| HOUSERALEXANDRA | |||||||
| 16941 ROSE POINTE DR | MACOMB | MI | 48044 | NONE | NA | EDUCATION | $5,416 |
| HRABOVSKYAVA | |||||||
| 47856 MALLARD DR | CHESTERFIELD | MI | 48047 | NONE | NA | EDUCATION | $10,607 |
| HRABOVSKYCHRISTINA | |||||||
| 47856 MALLARD DR | CHESTERFIELD | MI | 48047 | NONE | NA | EDUCATION | $11,755 |
| JARMOLUKALEXANDER | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $12,953 |
| JARMOLUKIVAN | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $2,645 |
| JARMOLUKMAXIM | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $10,000 |
| JOHNSONANDREW | |||||||
| 1710 W DEWEY RD | OWOSSO | MI | 48867 | NONE | NA | EDUCATION | $5,000 |
| JONESJOELLE | |||||||
| 191 ENGLE ST | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $2,351 |
| KNEPPERJENNA | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| KNEPPERMARISSA | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| LEWISALAINA | |||||||
| 57383 CIDER DR | WASHINGTON TWP | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| LEWISJULIA | |||||||
| 57383 CIDER DR | WASHINGTON TWP | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| LITRACY | |||||||
| 1740 FIRESIDE DR | TROY | MI | 48098 | NONE | NA | EDUCATION | $5,000 |
| LIGONTRENT | |||||||
| 8325 BORDMAN RD | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $5,000 |
| LOCHERABIGAIL | |||||||
| 6645 BORDMAN | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $1,496 |
| MADAUSROBERT | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $8,700 |
| MADAUSSAMANTHA | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $329 |
| MADAYJOSHUA | |||||||
| 302 EAST CHURCH ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $7,374 |
| MAJORBRYCE | |||||||
| 3197 MAIN STREET | MARLETTE | MI | 48453 | NONE | NA | EDUCATION | $2,462 |
| MILLERAVERY | |||||||
| 408 BALSAM DR | DAVISON | MI | 48423 | NONE | NA | EDUCATION | $6,000 |
| MIRACLEHALEY | |||||||
| 7069 STERLING ROAD | YALE | MI | 48097 | NONE | NA | EDUCATION | $5,000 |
| MIRACLETRAVIS | |||||||
| 7069 STERLING ROAD | YALE | MI | 48097 | NONE | NA | EDUCATION | $9,709 |
| NAGYAVA | |||||||
| 7757 MEISNER ROAD | CASCO | MI | 48064 | NONE | NA | EDUCATION | $1,128 |
| NAGYDAVID | |||||||
| 7757 MEISNER ROAD | CASCO | MI | 48064 | NONE | NA | EDUCATION | $5,000 |
| NEALYARIA | |||||||
| 202 N NEEPER ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $5,000 |
| NEWSOMMADISON | |||||||
| 225 W 3RD ST | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $6,149 |
| O'BRIENKELLI | |||||||
| 2355 LONGYEAR AVE | MARQUETTE | MI | 49855 | NONE | NA | EDUCATION | $8,321 |
| OGDENPATRICK | |||||||
| 5716 LAKESHORE ROAD | FORT GRATIOT TOWNSHIP | MI | 48059 | NONE | NA | EDUCATION | $10,000 |
| PARROTTTAYLOR | |||||||
| 2 CROSSVINE WAY | SIMPSONVILLE | SC | 29680 | NONE | NA | EDUCATION | $3,000 |
| PASULAASHISH | |||||||
| 1752 OAK FOREST DR E | TROY | MI | 48085 | NONE | NA | EDUCATION | $10,283 |
| PILLARSSYDNEY | |||||||
| 53700 CENTENNIAL | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $9,900 |
| PRINCEELLARIE | |||||||
| 560 BANCROFT RD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $12,000 |
| REAGANMELANIE | |||||||
| 24780 NOTTINGHAM DR | NOVI | MI | 48374 | NONE | NA | EDUCATION | $5,000 |
| REVOLDTDREW | |||||||
| 6623 HOUGH ROAD | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $1,514 |
| ROBERTSLETISHA | |||||||
| 74520 SPENCER ST | ARMADA | MI | 48005 | NONE | NA | EDUCATION | $1,232 |
| RODGERSBRANDON | |||||||
| 6055 FOUNTAIN POINTE APT 3 | GRAND BLANC | MI | 48439 | NONE | NA | EDUCATION | $348 |
| SCHOENROCKMITCHELL | |||||||
| 13565 KAUFMAN ROAD | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $3,772 |
| SCHRAMMMAKAYLA | |||||||
| 75400 MACKEY RD | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $11,500 |
| SELEWONIKDYLAN | |||||||
| 1424 WHISPERING WOODS LANE | MARYSVILLE | MI | 48040 | NONE | NA | EDUCATION | $2,000 |
| SENYKSAGE | |||||||
| 222 CLARKSON | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $7,200 |
| SHARROWHALEY | |||||||
| 501 DORA HILLS APT 101 | TENNESSEE | TN | 37174 | NONE | NA | EDUCATION | $2,000 |
| SMITHAUTUMN | |||||||
| 13940 FETTY ST | ALLENTON | MI | 48002 | NONE | NA | EDUCATION | $12,000 |
| SMITTERBERGCHASE | |||||||
| 317 LAFAYETTE AVE NE APT 2 | GRAND RAPIDS | MI | 49503 | NONE | NA | EDUCATION | $2,000 |
| SNEARYBENJAMIN | |||||||
| 202 JEFFREY | ROYAL OAK | MI | 48073 | NONE | NA | EDUCATION | $8,000 |
| SNEARYETHAN | |||||||
| 202 JEFFREY AVE | ROYAL OAK | MI | 48073 | NONE | NA | EDUCATION | $8,000 |
| STEWARTMARTINA | |||||||
| 3154 HASLER LAKE RD | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $3,000 |
| SUROWIECJACKSON | |||||||
| 256 WYNGATE DRIVE | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $5,000 |
| THOMASMAYA | |||||||
| 49375 YALE DR | MACOMB | MI | 48044 | NONE | NA | EDUCATION | $7,722 |
| THOMPSONKIMBERLY | |||||||
| 111 SQUIRES CREEK RD | SIMPSONVILLE | SC | 29681 | NONE | NA | EDUCATION | $5,000 |
| THOMPSONKYRA | |||||||
| 111 SQUIRES CREEK RD | SIMPSONVILLE | SC | 29681 | NONE | NA | EDUCATION | $761 |
| TRAUBSHANNON | |||||||
| 5846 EAGLE DRIVE | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $1,045 |
| VANLERBERGHENICHOLAS | |||||||
| 761 E BURNSLINE RD | MELVIN | MI | 48454 | NONE | NA | EDUCATION | $9,973 |
| VIAENEETHAN | |||||||
| 5662 CASEY ROAD | DRYDEN | MI | 48428 | NONE | NA | EDUCATION | $10,000 |
| WEISHAARCAITLIN | |||||||
| 28954 31 MILE RD | LENOX TOWNSHIP | MI | 48050 | NONE | NA | EDUCATION | $10,000 |
| WERKMEISTERELLA | |||||||
| 25861 CONCORD ROAD | HUNTINGTON WOODS | MI | 48070 | NONE | NA | EDUCATION | $5,000 |
| WERKMEISTERMEGAN | |||||||
| 25861 CONCORD ROAD | HUNTINGTON WOODS | MI | 48070 | NONE | NA | EDUCATION | $5,000 |
| WHITEEMILY | |||||||
| 1675 WINSLOW RD | ATTICA | MI | 48412 | NONE | NA | EDUCATION | $2,454 |
| WILEYSCOTT | |||||||
| 570 THIRD AVENUE | PONTIAC | MI | 48340 | NONE | NA | EDUCATION | $7,500 |
| WINTERHALEY | |||||||
| 4340 STERLING WAY | MOUNT PLEASANT | MI | 48858 | NONE | NA | EDUCATION | $5,931 |
| WOODYMAC | |||||||
| 30 SUMMER VALLEY CT | GREER | SC | 29651 | NONE | NA | EDUCATION | $8,227 |
| ZIZALAURYN | |||||||
| 12901 BERLIN RD | SOUTH ROCKWOOD | MI | 48179 | NONE | NA | EDUCATION | $3,236 |
| ALMONT COMMUNITY SCHOOLS | |||||||
| 4624 KIDDER RD | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $20,000 |
| BROWN CITY COMMUNITY SCHOOLS | |||||||
| 4349 SECOND ST | BROWN CITY | MI | 48416 | NONE | NA | EDUCATION | $20,000 |
| CAPAC COMMUNITY SCHOOLS | |||||||
| 541 N GLASSFORD ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $20,000 |
| DRYDEN COMMUNITY SCHOOLS | |||||||
| 3866 ROCHESTER RD | DRYDEN | MI | 48428 | NONE | NA | EDUCATION | $20,000 |
| IMLAY CITY COMMUNITY SCHOOLS | |||||||
| 634 W BORLAND RD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $20,000 |
| LEXINGTON ONE SCHOOL DISTRICT | |||||||
| 100 TARRAR SPRINGS RD | LEXINGTON | SC | 29072 | NONE | NA | EDUCATION | $20,000 |
| MARLETTE COMMUNITY SCHOOLS | |||||||
| 6230 EUCLID STREET | MARLETTE | MI | 48453 | NONE | NA | EDUCATION | $20,000 |
| NORTH BRANCH AREA SCHOOLS | |||||||
| 6655 JEFFERSON STREET NORTH | NORTH BRANCH | MI | 48461 | NONE | NA | EDUCATION | $20,000 |
| ROMEO COMMUNITY SCHOOLS | |||||||
| 316 NORTH MAIN STREET | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $20,000 |
| MEMPHIS COMMUNITY SCHOOLS | |||||||
| 34110 BORDMAN | MEMPHIS | MI | 48041 | NONE | NA | EDUCATION | $5,000 |
| NEW HAVEN COMMUNITY SCHOOLS | |||||||
| 30375 CLARK ST | NEW HAVEN | MI | 48048 | NONE | NA | EDUCATION | $5,000 |
| RICHMOND COMMUNITY SCHOOLS | |||||||
| 35276 DIVISION RD | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $5,000 |
| YALE PUBLIC SCHOOLS | |||||||
| 247 SCHOOL DR | YALE | MI | 48097 | NONE | NA | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $728,793 | 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 | $394,061 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $702,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $702,618 | 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 | $35,000 | Yes (X) | |
| JEFF LANE | |||||||
| 2 | 702 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | $10,000 | 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 | $200,983 | Yes (X) | |
| MARY K GALLOWAY | |||||||
| 5 | 18301 N CROSS U RANCH ROAD | PRESCOTT | AZ | 86305 | $92,000 | Yes (X) | |
| DOEREN MAYHEW | |||||||
| 6 | 305 W BIG BEAVER RD STE 200 | TROY | MI | 48084 | $10,000 | 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 | $200,983 | FairMarketValueAmt |
| Received | 2023-06-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11,120.851 SHS AMERICAN FD EUROPACIFIC GROWTH FUND | $449,803 | $608,978 |
| 5,477.126 SHS DFA EMERGING MARKETS PORT INSTL | $133,177 | $150,785 |
| 19,965.078 SHS AMERICAN BEACON SMALL CAP VALUE | $455,644 | $497,929 |
| 6,731.003 SHS MATTHEWS PACIFIC TIGER FUND INSTL | $174,031 | $125,264 |
| 4,670.693 SHS VANGUARD INSTL INDEX FUND | $815,703 | $1,837,824 |
| 15,654.843 SHS DODGE & COX INTERNATIONAL STOCK FUND | $494,540 | $769,592 |
| 112,149.386 SHS DODGE & COX INCOME FUND | $1,340,685 | $1,415,325 |
| 40,507.373 SHS AMERICAN FD WA MUTUAL INV FD CL F3 | $1,869,168 | $2,315,402 |
| 14,838.999 SHS VANGUARD TOTAL BOND MKT INDEX | $1,209,701 | $1,091,409 |
| 115,405.420 SHS VANGUARD HIGH YIELD CORP FUND ADMIRAL SHARE | $665,193 | $625,497 |
| 1,777.341 SHS ISHARES CORE S&P MID-CAP ETF | $338,130 | $492,590 |
| 11,381.199 SHS AB LARGE CAP GROWTH FUND ADVISOR CLASS | $920,692 | $1,056,062 |
| 1,396.987 SHS INVESCO QQQ TRUST | $460,743 | $572,094 |
| 3,571.545 SHS JANUS HENDERSON ENTERPRISE I | $523,750 | $471,015 |
| 5,509.723 SHS T. ROSE PRICE NEW HORIZON FUND I | $239,744 | $311,520 |
| 68,828.221 SHS T. ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | $646,144 | $651,115 |
| 20,620.976 SHS MFS MID CAP VALUE I | $580,023 | $634,095 |
| 26,135.830 SHS VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM | $615,753 | $622,294 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $129,413 | Amt |
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 | $13,843 | $0 | $0 |
| OFFICE EXPENSES | $5,759 | $0 | $0 |
| INVESTMENT MANAGEMENT FEE | $26,497 | $26,497 | $0 |
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 | $9,398 | $0 | $0 |
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