SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-27
- IRS object ID
- 202402409349100215
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T12:18:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 N SQUIRREL RD STE 100 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | 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 | 383208309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 9413836837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE B 404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA GOLUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9413836837 | PhoneNum |
| Signature | 2024-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2024-08-03 | 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 | $399,660 | 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 | $24,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $135 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,909 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,909 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,817 | CashBOYAmt |
| Cash EOY | $10,169 | CashEOYAmt |
| Cash EOYFMV | $10,169 | CashEOYFMVAmt |
| Other Investments BOY | $414,234 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $389,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $389,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $430,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,660 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $430,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $399,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $430,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $430,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $430,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S.T. STOCK SALES | P | 2023-12-31 | $46,264 | $47,052 | -$788 | -$788 |
| NORTHERN TRUST L.T. STOCK SALES | P | 2023-12-31 | $109,453 | $101,190 | $8,263 | $8,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $259 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARJORIE SANDY | IndividualWithBooksNm |
| Phone | 2485402001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE B404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARJORIE M SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | VP/SECY | 0.00 | $0 | $0 | $0 |
| ALAN M SANDY | ||||||||
| PO BOX 621 | BIRMINGHAM | MI | 480120621 | TREAS/TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEWIS G SANDY | ||||||||
| 1317 MONTVALE RIDGE DRIVE | CARY | NC | 27519 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BARBARA SANDY GOLUB | ||||||||
| 37 PINE TERRACE | DEMAREST | NJ | 07627 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $533,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $556,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $27,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,223 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,915 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,124 | 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 | $49,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,648 | ExcessFromYear4Amt |
| Excess From Year3 | $5,223 | ExcessFromYear3Amt |
| Excess From Year2 | $11,664 | ExcessFromYear2Amt |
| Excess From Year1 | $5,674 | ExcessFromYear1Amt |
| Excess From Current Year | $21,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H SANDY | ContributingManagerNm |
| Contributing Manager | MARJORIE M SANDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 | ||||
| AMERICAN THEATER GROUP | |||||||||||
| 57 FARMS ROAD CIRCLE | EAST BRUNSWICK | NJ | 08816 | NONE | PUBLIC | SUPPORT OF THE ARTS | $3,000 | ||||
| ASOLO REPERTORY THEATRE | |||||||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PUBLIC | SUPPORT OF THE ARTS | $9,500 | ||||
| BEAUMONT HEALTH FOUNDATION | |||||||||||
| 44201 DEQUINDRE ROAD | TROY | MI | 48085 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 | ||||
| CRANBROOK SCIENCE MUSEUM | |||||||||||
| 39221 WOODWARD AVE | BLOOMFIELD HILLS | MI | 48304 | NONE | PUBLIC | SUPPORT FOR HISTORICAL PRESERVATION | $3,000 | ||||
| DETROIT HISTORICAL SOCIETY | |||||||||||
| 5401 WOODWARD AVE | DETROIT | MI | 48202 | NONE | PUBLIC | SUPPORT FOR HISTORICAL PRESERVATION | $500 | ||||
| EFFECTIVE ALTRUISM - GIVEWELL FUND | |||||||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | NONE | PUBLIC | SUPPORT FOR SOCIAL CAUSES | $250 | ||||
| ENGLEWOOD HEALTH FOUNDATION | |||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 | ||||
| ENTERTAINMENT COMMUNITY FUND | |||||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,500 | ||||
| EVERYTOWN FOR GUN SAFETY | |||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PUBLIC | SUPPORT FOR SOCIAL CAUSES | $250 | ||||
| FLORIDA STUDIO THEATRE | |||||||||||
| 1241 N PALM AVE | SARASOTA | FL | 34236 | NONE | PUBLIC | SUPPORT OF THE ARTS | $500 | ||||
| GEORGETOWN UNIVERSITY LAW SCHOOL | |||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,000 | ||||
| HOPE COLLEGE | |||||||||||
| 141 E 12TH ST | HOLLAND | MI | 49423 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,250 | ||||
| JEWISH FAMILY SERVICES OF NORTHERN NEW JERSEY | |||||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC | SUPPORT FOR SOCIAL CAUSES | $1,000 | ||||
| JEWISH FEDERATION OF METRO DETROIT | |||||||||||
| 6735 TELEGRAPH ROAD 30 | BLOOMFIELD HILLS | MI | 48301 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $1,000 | ||||
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $1,000 | ||||
| JEWISH FEDERATION OF SARASOTA-MANATEE | |||||||||||
| 580 MCINTOSH RD | SARASOTA | FL | 34232 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $2,000 | ||||
| KAHN ACADEMY | |||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $250 | ||||
| KELLOGG COMMUNITY COLLEGE | |||||||||||
| 450 NORTH AVE | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $2,500 | ||||
| MAGEN DAVID ADOM | |||||||||||
| NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $500 | 5 HAPLADA STREET | OR YEHUDA | IS | 6021805 | ||||
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||||||
| 1300 W MT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | SUPPORT OF THE ARTS | $500 | ||||
| MATHENY | |||||||||||
| 65 HIGHLAND AVE | PEAPACK AND GLADSTONE | NJ | 07977 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $250 | ||||
| MAYO CLINIC | |||||||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $500 | ||||
| MICHIGAN OPERA THEATRE | |||||||||||
| 1526 BROADWAY ST | DETROIT | MI | 48226 | NONE | PUBLIC | SUPPORT OF THE ARTS | $500 | ||||
| MOFFITT CANCER CENTER FOUNDATION | |||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $500 | ||||
| NEWARK MUSEUM OF ART | |||||||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,000 | ||||
| OAKLAND UNIVERSITY ENGLISH DEPARTMENT | |||||||||||
| 586 PIONEER DRIVE | ROCHESTER | MI | 48309 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $1,000 | ||||
| OAKLAND UNIVERSITY SCHOOL OF BUSINESS | |||||||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $1,800 | ||||
| PEACE OVER VIOLENCE | |||||||||||
| 1541 WILSHIRE BLVD 3RD FL | LOS ANGELES | CA | 90017 | NONE | PUBLIC | SUPPORT FOR SOCIAL CAUSES | $250 | ||||
| PUBLIC RADIO MICHIGAN | |||||||||||
| 535 W WILLIAM ST SUITE 110 | ANN ARBOR | MI | 48103 | NONE | PUBLIC | SUPPORT OF PUBLIC MEDIA | $200 | ||||
| PUBLIC RADIO SARASOTA | |||||||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | PUBLIC | SUPPORT OF PUBLIC MEDIA | $250 | ||||
| PUBLIC TV MICHIGAN | |||||||||||
| 5401 WOODWARD AVE | DETROIT | MI | 48202 | NONE | PUBLIC | SUPPORT OF PUBLIC MEDIA | $250 | ||||
| PUBLIC TV SARASOTA | |||||||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | PUBLIC | SUPPORT OF PUBLIC MEDIA | $250 | ||||
| ROSS SCHOOL OF BUSINESS | |||||||||||
| 701 TAPPAN AVENUE | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $1,000 | ||||
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||||||
| 1515 S OSPREY AVE SUITE B4 | SARASOTA | FL | 34239 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 | ||||
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||||||
| 220 E 4ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $100 | ||||
| TEXAS EQUAL ACCESS FUND | |||||||||||
| PO BOX 227336 | DALLAS | TX | 75222 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $250 | ||||
| U OF M INSTITUTE FOR HUMANITIES | |||||||||||
| 202 S THAYER ST 111 | ANN ARBOR | MI | 48104 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $1,000 | ||||
| UNIVERSITY OF MICHIGAN - SANDYHASSMILLER DEVELOPMENT FUND | |||||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $4,000 | ||||
| UNIVERSITY OF MICHIGAN HOSPITAL | |||||||||||
| 1500 E MEDICAL CENTER DRIVE | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $2,000 | ||||
| URBANITE THEATRE | |||||||||||
| 1487 2ND ST | SARASOTA | FL | 34236 | NONE | PUBLIC | SUPPORT OF THE ARTS | $200 | ||||
| WAYNE STATE UNIVERSITY | |||||||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,050 | 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 | $24,894 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,370 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,910 | Amt |
| Net Investment Income | $3,910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $389,491 | BookValueAmt |
| EOYFMV | $389,491 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $135 | LegalFeesAmt |
| Net Investment Income | $135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER FEES | Desc |
| Revenue And Expenses Per Books | $4,524 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $233 | Amt |
| Net Investment Income | $233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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