SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 86-1735448)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-03
- IRS object ID
- 202300629349100010
- Schema version
- 2022v4.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-03T12:12:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAKBROOK DR STE 400 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861735448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHUMAKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | BusinessNameControlTxt |
| Phone | 3133937575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE ST 6 FL FORD FIELD | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SHUMAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3133937575 | PhoneNum |
| Signature | 2023-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | SHUMAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON PARISHO | PreparerPersonNm |
| PTIN | P01345359 | PTIN |
| Phone | 7346659494 | PhoneNum |
| Preparation | 2023-02-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,221,162 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $677,472 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $355,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,936 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,051,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $374,287 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $999,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,695 | CashBOYAmt |
| Cash EOY | $180,434 | CashEOYAmt |
| Cash EOYFMV | $180,434 | CashEOYFMVAmt |
| Corporate Stock BOY | $471,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $871,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $989,569 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $667,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,086,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,221,162 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $667,979 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,086,671 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $667,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,086,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $667,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,086,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $667,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $999,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,667,641 | SubtotalAmt |
| Other Decreases | $580,970 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,086,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $30,040 | $37,738 | -$7,698 | -$7,698 | |
| PUBLICLY TRADED SECURITIES | $463,238 | $102,381 | $360,857 | $360,857 | |
| PUBLICLY TRADED SECURITIES | $12,415 | $9,714 | $2,701 | $2,701 | |
| CAPITAL GAINS DIVIDENDS | $76 | $76 | $76 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $898 | OverpaymentAmt |
| Applied To ES Tax | $898 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON SHUMAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3138848419 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON PLACE | AddressLine1Txt |
| City | GROSSE POINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SHUMAKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 SAINT ANTOINE STREET 6TH FLOOR | AddressLine1Txt |
| Address Line2 | AT FORD FIELD | AddressLine2Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TREASURER/SECRETARY/DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $728,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $979,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $979,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $965,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,102 | TotalTaxAmt |
| Distributable Before Adj | $43,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,721 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,721 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,279 | 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 | $19,880 | 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 | SHARON SHUMAKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEWYORK-PRESBYTERIAN | ||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL FUND | $5,000 |
| SOLANUS CASEY CENTER - CITY OF DETROIT | ||||||
| 1780 MT ELLIOTT ST | DETROIT | MI | 48207 | PC | GENERAL FUND | $100 |
| SALVATION ARMY | ||||||
| 1200 W FORT ST | DETROIT | MI | 48226 | PC | GENERAL FUND | $200 |
| TUXEDO PARK GARDEN CLUB | ||||||
| 80 LORILLARD ROAD PO BOX 31 | TUXEDO PARK | NY | 10987 | PC | GENERAL FUND | $2,000 |
| ST PAUL'S ON THE LAKE CATHOLIC CHURCH | ||||||
| 157 LAKE SHORE RD | GROSS POINTE FARMS | MI | 48236 | PC | GENERAL FUND | $2,000 |
| MICHIGAN CHAPTER OF PATRONS OF ARTS IN THE VATICAN MUSEUMS | ||||||
| 41780 SIX MILE RD | NORTHVILLE | MI | 48168 | PC | GENERAL FUND | $6,000 |
| HOLLEY INSTITUTE | ||||||
| 22151 MOROSS | DETROIT | MI | 48236 | PC | GENERAL FUND | $5,000 |
| GESU SCHOOL | ||||||
| 2450 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | PC | GENERAL FUND | $200 |
| HOLLEY INSTITUTE | ||||||
| 22151 MOROSS | DETROIT | MI | 48236 | PC | GENERAL FUND | $6,000 |
| FRIENDS OF WEE WAH PARK | ||||||
| 80 LORILLARD ROAD | TUXEDO PARK | NY | 10987 | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,500 | 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 | $18,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $355,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $374,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,287 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SHARON SHUMAKER | ||||||
| 1 | 1 CAMERON PLACE | GROSSE POINT | MI | 48230 | $410,521 | Yes (X) |
| SHARON SHUMAKER | ||||||
| 2 | 1 CAMERON PLACE | GROSSE POINT | MI | 48230 | $266,951 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 800 SHS BLACKSTON, 50 SHS EQUINIX, 100 SHS ILLUMINA, 250 SHS MICROSOFT, 400 SHS NVIDIA, 250 SHS VISA | $410,521 | 2022-02-01 |
| 2 | 1,000 SHS APA, 300 SHS EOG, 44 SHS EQUINIX, 390 SHS ILLINOIS, 150 SHS ILLUMINA, 400 SHS SCHLUMBERGER | $266,951 | 2022-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STRATSYS LTD | $26,824 | $16,604 |
| CORE LABORATORIES NV | $14,125 | $10,135 |
| FERRARI N V | $8,516 | $8,569 |
| AMERICAN EXPRESS CO | $8,391 | $7,388 |
| APA CORPORATION | $10,355 | $49,014 |
| BK OF AMERICA CORP | $4,339 | $3,312 |
| BRISTOL-MYERS SQUIBB CO | $8,993 | $10,792 |
| CHEVRON CORP NEW | $7,726 | $13,462 |
| CITIGROUP INC | $23,383 | $18,092 |
| COCA-COLA CO | $11,181 | $12,722 |
| COMCAST CORP | $25,225 | $20,982 |
| DIAGEO ADR EACH REPR | $14,115 | $13,364 |
| EOG RESOURCES INC | $12,503 | $42,094 |
| FIRST REPUBLIC BANK SAN FRANCISCO COM | $3,373 | $3,047 |
| FORD MTR CO DEL COM | $18,040 | $13,956 |
| GENERAL ELECTRIC CO COM NEW | $25,035 | $20,947 |
| GENERAL MTRS CO COM | $19,323 | $13,456 |
| IHEARTMEDIA INC COM CL A | $17,471 | $9,195 |
| INTERNATIONAL BUS MACH CORP COM | $18,665 | $21,133 |
| INTERNATIONAL FLAVORS &FRAGRANCES | $6,868 | $5,242 |
| JPMORGAN CHASE & CO | $13,936 | $13,410 |
| JOHNSON &JOHNSON COM | $12,178 | $13,249 |
| KYNDRYL HLDGS INC COMMON STOCK | $21,487 | $16,680 |
| MACY S INC COM | $17,470 | $16,520 |
| MARATHON PETROLEUM CORP COM | $6,101 | $11,639 |
| MAXAR TECHNOLOGIES INC COM | $17,777 | $31,044 |
| MERCK &CO. INC COM | $14,680 | $22,190 |
| NESTLE ADR | $17,576 | $17,370 |
| NORDSTROM INC COM NPV | $24,582 | $16,140 |
| NVIDIA CORPORATION COM | $352 | $7,307 |
| ORGANON &CO COMMON STOCK | $17,924 | $16,758 |
| PIONEER NATURAL RESOURCES CO COM | $4,770 | $6,852 |
| PRUDENTIAL FINANCIAL INC | $10,625 | $9,946 |
| REINSURANCE GRP OF AMERICA INC COM NEW | $16,844 | $21,314 |
| SCHLUMBERGER LIMITED COM | $15,323 | $37,422 |
| SMUCKER J M CO COM NEW | $11,621 | $15,846 |
| TRANSDIGM GROUP INC | $9,593 | $9,445 |
| TRUIST FINL CORP COM | $21,334 | $17,212 |
| US BANCORP | $21,000 | $17,444 |
| AIR LEASE CORP | $12,266 | $11,526 |
| AMERICAN AIRLINES GROUP INC COM | $9,938 | $7,632 |
| ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 | $11,730 | $12,008 |
| CVS HEALTH CORPORATION COM | $10,261 | $9,319 |
| CHARTER COMMUNICATIONS INC | $22,717 | $16,955 |
| DELTA AIR LINES INC | $15,233 | $13,144 |
| DISNEY WALT CO COM | $4,809 | $4,344 |
| FLEETCOR TECHNOLOGIES INC COM | $4,848 | $4,592 |
| GSK PLC SPON ADS EACH REP 2 ORD SHS | $18,296 | $17,570 |
| HALEON PLC SPON ADS EACH REP 2 ORD SHS | $6,330 | $8,000 |
| ILLINOIS TOOL WORKS INC COM | $16,072 | $85,917 |
| ILLUMINA INC COM | $4,502 | $30,330 |
| MICROSOFT CORP | $940 | $8,394 |
| MILLERKNOLL INC COMMON STOCK | $7,089 | $6,303 |
| MODERNA INC COM | $10,245 | $11,675 |
| MORGAN STANLEY COM | $1,355 | $1,275 |
| QUALCOMM INC | $12,248 | $10,994 |
| SHELL PLC SPON ADS EA REP 2 ORD SHS | $8,568 | $11,390 |
| STANLEY BLACK & DECKER INC | $4,127 | $3,756 |
| UNITED AIRLS HLDGS INC COM | $10,923 | $9,425 |
| VISA INC | $861 | $10,388 |
| WARNER BROS DISCOVERY INC COM | $103,422 | $47,400 |
| ZIMMER BIOMET HOLDINGS INC COM | $15,296 | $15,938 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KIMCO REALTY CORP COM | FMV | $11,081 | $10,590 |
| SIMON PROPERTY GROUP INC | FMV | $13,612 | $11,748 |
| EQUINIX INC COM | FMV | $9,844 | $28,821 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO FMV FOR BOOKS | Desc |
| Amt | $580,970 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,678 | Amt |
| Net Investment Income | $4,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES WITHHELD | $73 | $73 | $0 |
| FEDERAL INCOME TAX | $10,846 | $0 | $0 |