GOOD PART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOOD PART FOUNDATION (EIN 38-3558047)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349105831
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T18:55:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931718290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YATOOMA CPAS & ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E LONG LAKE RD SUITE 138 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48304 | 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 | 383558047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOOD PART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7349839042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4975 RIDGE CREEK LANE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAEL BRYANT | PersonNm |
| Person Title | PRES/SEC/TREAS/DIR | PersonTitleTxt |
| Phone | 7349839042 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A WILKIE | PreparerPersonNm |
| PTIN | P00082046 | PTIN |
| Phone | 2483350677 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,975,056 | 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 | $26,285 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,925 | GrossSalesPriceAmt |
| Total Rev And Expnss | $72,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,575 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,285 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,083 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,753 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,593,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,423,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,423,303 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,755,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,975,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,975,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,755,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,975,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,755,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,975,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,755,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,975,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,755,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238,036 | OtherIncreasesAmt |
| Subtotal | $2,975,056 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,975,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CIVITAS RES INC | P | 2021-04-13 | 2023-03-21 | $22,506 | $11,378 | $11,128 | $11,128 |
| VANGUARD ST BOND FD | P | 2021-12-31 | 2023-11-08 | $391,772 | $399,979 | -$8,207 | -$8,207 |
| INVESCO TOTAL RET BD FD | P | 2023-01-01 | 2023-12-18 | $72 | $72 | $72 | |
| INVESCO TOTAL RET BD FD | P | 2021-12-31 | 2023-12-18 | $391,347 | $420,306 | -$28,959 | -$28,959 |
| PIMCO 15 YEAR US TIPS | P | 2023-01-01 | 2023-12-18 | $488 | -$488 | -$488 | |
| PIMCO 15 YEAR US TIPS | P | 2021-12-31 | 2023-12-18 | $111,419 | $141,583 | -$30,164 | -$30,164 |
| ARCH CAP GROUP | P | 2021-12-31 | 2023-12-18 | $29,809 | $13,323 | $16,486 | $16,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,132 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$416 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $980 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $980 | SubtotalAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,237 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,257 | OverpaymentAmt |
| Applied To ES Tax | $3,257 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAEL BRYANT | IndividualWithBooksNm |
| Phone | 7349839042 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4975 RIDGE CREEK LANE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARTON B BRYANT | ||||||||
| 7500 BROOKVILLE RD | PLYMOUTH | MI | 48170 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LORRRAINE A BRYANT | ||||||||
| 7500 BROOKVILLE RD | PLYMOUTH | MI | 48170 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LAEL BRYANT | ||||||||
| 4975 RIDGE CREEK LANE | ANN ARBOR | MI | 48105 | PRES/SEC/TRE | 4.00 | $0 | $0 | $0 |
| AMY BRYANT | ||||||||
| 4975 RIDGE CREEK LANE | ANN ARBOR | MI | 48105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,639,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,861,622 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,861,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,818,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $980 | TotalTaxAmt |
| Distributable Before Adj | $139,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,955 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $370,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,992,308 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,362,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $73,700 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $66,255 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,255 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,296,085 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $303,777 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,992,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,992,308 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MUSTARD SEED FOUNDATION | |||||
| PO BOX 910781 | LEXINGTON | KY | 40591 | GENERAL FUNDS | $54,000 |
| REFORMED BAPTIST NETWORK | |||||
| 860 PEACHCREST CT NE | GRAND RAPIDS | MI | 49505 | GENERAL FUNDS | $2,500 |
| SONSET SOLUTIONS | |||||
| 2830 17TH STREET | ELKHART | IN | 465174008 | GENERAL FUNDS | $1,000 |
| LIGHTHOUSE MINISTRIES | |||||
| PO BOX 310 | GAYLORD | MI | 49635 | GENERAL FUNDS | $2,000 |
| GRACE BAPTIST CHURCH OF CANTON | |||||
| 4075 S SHELDON RD | CANTON | MI | 48188 | GENERAL FUNDS | $14,000 |
| GATEWAY | |||||
| 34645 COWAN RD | WESTLAND | MI | 48185 | GENERAL FUNDS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,443 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAEL AND AMY BRYANT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4975 RIDGE CREEK LANE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $26,285 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,285 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED, NO SOLICITATION OF CONTRIBUTIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STIFEL 3994 FIXED INCOME | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB 2137 EQUITIES | ||
| SCHWAB 2137 MUTUAL FDS/ETF | $2,423,303 | $2,423,303 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN-SECURITIES | Desc |
| Amt | $238,036 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-SCHWAB 2137 | CategoryTxt |
| Amt | $16,083 | Amt |
| Net Investment Income | $16,083 | NetInvestmentIncomeAmt |
Comments