Hilda E Bretzlaff Foundation Inc: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- Hilda E Bretzlaff Foundation Inc (EIN 38-2619845)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349101622
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T10:12:53-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382368158 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJ Miller PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 E Livingston Road | AddressLine1Txt |
| City | Highland | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48357 | 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 | 382619845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilda E Bretzlaff Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILD | BusinessNameControlTxt |
| Phone | 2486843408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 North Milford Road STE 102B | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janelle M Radtke | PersonNm |
| Person Title | SecretaryTreasurer | PersonTitleTxt |
| Phone | 2486843408 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Janelle | PersonFirstNm |
| Person Last | Radtke | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Miller | PreparerPersonNm |
| PTIN | P00475723 | PTIN |
| Phone | 2488870088 | PhoneNum |
| Preparation | 2023-05-11 | 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 | $11,627,261 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $519,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $519,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,202,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,202,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,202,405 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,939 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,732,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,721,428 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $265,696 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,139 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $212,557 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,909 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,582 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,327 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,007 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,007 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,555 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,555 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $71,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,695 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $94,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76,441 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,763 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,911 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $52,911 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,869 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,935 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,934 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,272 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $327 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,945 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,089 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,047 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $664,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $329,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $334,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,681,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,681,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,346,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $329,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,016,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,613,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,391,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,071,907 | CashBOYAmt |
| Cash EOY | $75,587 | CashEOYAmt |
| Cash EOYFMV | $75,587 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,947 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $14,086,828 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,708,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,551,674 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $76,318 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $11,801 | LandBOYAmt |
| Total Assets BOY | $15,340,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,783,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,627,261 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $26,162 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,569 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,569 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,314,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,757,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,314,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,757,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,340,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,783,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,314,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,613,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,564 | OtherIncreasesAmt |
| Subtotal | $11,757,248 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,757,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-12-31 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $1,202,405 | GrossSalesPriceAmt |
| Gain Or Loss | $1,202,405 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,202,405 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,202,405 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,202,405 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,345 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,345 | SubtotalAmt |
| Tax Based On Investment Income | $19,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,839 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41,839 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $41,839 | OriginalReturnTaxPaidAmt |
| Overpayment | $22,494 | OverpaymentAmt |
| Applied To ES Tax | $22,494 | 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hebf.org | WebsiteAddressTxt |
| Individual With Books | Janelle Radtke | IndividualWithBooksNm |
| Phone | 2486843408 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 N Milford Rd Suite 102B | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483811058 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|
| Gerald Radtke | |||||||
| 1550 N Milford Rd Ste 101 | Milford | MI | 48381 | President | 030.00 | $69,804 | $20,170 |
| Janelle Radtke | |||||||
| 1550 N Milford Rd Ste 101 | Milford | MI | 48381 | Treasurer/Secretary | 030.00 | $69,804 | $19,300 |
| Susan Vogt | |||||||
| 1550 N Milford Rd Ste 101 | Milford | MI | 48381 | Vice-President | 030.00 | $69,804 | $17,517 |
| Kathleen Lindbeck | |||||||
| 1550 N Milford Rd Ste 101 | Milford | MI | 48381 | Office Manager | 022.00 | $56,284 | $26,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Graystone Consulting | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Westchester | AddressLine1Txt |
| City | Purchase | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $63,761 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $14,112,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,441,351 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,441,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,224,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $711,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $711,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,345 | TotalTaxAmt |
| Distributable Before Adj | $691,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $691,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $691,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,016,323 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,016,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $691,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $856,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,083,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,266,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,529,347 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,788,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,525,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,016,323 | QualifyingDistributionsAmt |
| Applied To Current Year | $691,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,324,431 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,849,643 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $856,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,992,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,083,671 | ExcessFromYear4Amt |
| Excess From Year3 | $1,266,621 | ExcessFromYear3Amt |
| Excess From Year2 | $1,529,347 | ExcessFromYear2Amt |
| Excess From Year1 | $2,788,786 | ExcessFromYear1Amt |
| Excess From Current Year | $4,324,431 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Janelle Radtke | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 N Milford Rd Ste 101 | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2486843408 | RecipientPhoneNum |
| Form And Info And Materials | Application which includes personal information, Academic Information, Work Experience, Parents Information | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Did not process any applications for the year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Demonstrate financial need, Are creative, moral, ambitious and conservative | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Patrick Henry College | |||||
| Ten Patrick Henry Circle | Purcelleville | VA | 20132 | Education | $7,500 |
| St Matthew Lutheran School | |||||
| 2040 Commerce Rd | Walled Lake | MI | 48390 | Education | $17,500 |
| St Catherine of Sienna Academy | |||||
| 28200 Napier Rd | Wixom | MI | 48393 | Education | $17,500 |
| St Augustine's HEP | |||||
| 567 Whitmore Lake Road | Ann Arbor | MI | 48105 | Education | $12,500 |
| St Peters Lutheran School | |||||
| 23000 Gratior Avenue | Eastpointe | MI | 48021 | Education | $32,500 |
| The Russell Kirk Center | |||||
| PO Box 4 | Mecosta | MI | 49332 | Education | $12,500 |
| Oakdale Academy | |||||
| 3200 Beacham Drive | Watrford | MI | 48329 | Education | $30,000 |
| The Roeper School | |||||
| 41190 Woodward Avenue | Bloomfield Hills | MI | 48304 | Education | $15,000 |
| Northwood University | |||||
| 4000 Whiting Drive | Midland | MI | 48640 | Education | $32,500 |
| Intercollegiate Studies | |||||
| 3901 Centerville Road | Wilmington | DE | 19807 | Education | $32,500 |
| Detroit Cristo Rey | |||||
| 5679 Vernor Hwy | Detroit | MI | 48209 | Education | $25,000 |
| Concordia University | |||||
| 4090 Geddes Rd | Ann Arbor | MI | 48105 | Education | $12,500 |
| Concordia University | |||||
| 4090 Geddes Rd | Ann Arbor | MI | 48105 | Education | $12,500 |
| Hillsdale College | |||||
| 33 E Collge St | Hillsdale | MI | 49242 | Education | $33,750 |
| Hillsdale College | |||||
| 33 E College St | Hillsdale | MI | 49242 | Eduction | $3,750 |
| Eton Academy | |||||
| 1755 Melton Rd | Birmingham | MI | 48009 | Education | $37,500 |
| Lutheran Spec Ed Min | |||||
| 20805 Middlebelt Rd | Farmington Hills | MI | 48336 | Education | $20,000 |
| Concordia Seminary | |||||
| 802 Seminary Pl | St Louis | MO | 63105 | Education | $50,000 |
| West Hghland Christian Academy | |||||
| 1116 S Hickory Ridge | Milford | MI | 48380 | Education | $20,000 |
| St Paul Ev Lutheran School | |||||
| 7621 S Dorchester Ave | Chicago | IL | 60619 | Education | $17,500 |
| St Paul Ev Lutheran School | |||||
| 7621 Dorchester Ave | Chicago | IL | 60619 | Education | $2,300 |
| Missio Seminary | |||||
| 421 N 7th St | Philadelphia | PA | 19123 | Education | $12,500 |
| Carin University | |||||
| 200 Manor Avenue | Langhorne | PA | 19047 | Education | $12,500 |
| Chciago Hope Academy | |||||
| 2189 W Bowler St | Chicago | IL | 60612 | Education | $37,500 |
| Concordia Theological Seminary | |||||
| 6600 N Clinton St | Fort Wayne | IN | 46825 | Education | $12,500 |
| The King's College | |||||
| 56 Broadway | New York | NY | 10004 | Education | $25,000 |
| Ashland University | |||||
| 401 College Avenue | Ashland | OH | 44805 | Education | $27,500 |
| Ashland University | |||||
| 401 College Avenue | Ashland | OH | 44805 | Education | $10,000 |
| Ashland University | |||||
| 401 College Avenue | Ashland | OH | 44805 | Education | $25,000 |
| John M Ash Center | |||||
| 401 College Avenue | Ashland | OH | 44805 | Education | $50,000 |
| Amer Future Found | |||||
| 1633 Connecticut Ave | Washington | DC | 20009 | Education | $5,000 |
| Loyola High School | |||||
| 15325 Pinehurst St | Detroit | MI | 48238 | Education | $25,000 |
| Boys Hope Girls Hope | |||||
| 3031 W Grand Blvd | Detroit | MI | 48203 | Education | $35,000 |
| Adrian Lit Cntr | |||||
| 1257 Sienna Hts Dr | Adrian | MI | 49221 | Education | $7,500 |
| All Saints Lit Cntr | |||||
| W 3553 Vernor Highlay | Detroit | MI | 48216 | Education | $5,000 |
| Dominican Lit Cntr | |||||
| 5555 Conner St | Detroit | MI | 48213 | Education | $10,000 |
| Siena Lit Cntr | |||||
| 16888 Trinity St | Detroit | MI | 48219 | Education | $5,000 |
| St Luke NE W Life | |||||
| 3115 Lawndale Avenue | Flint | MI | 48504 | Education | $20,000 |
| Curtis Martin III | |||||
| 1247 E Sienna Hts Dr | Adrian | MI | 49221 | Education | $2,500 |
| Cairn University | |||||
| 200 Manor Avenue | Langhone | PA | 19047 | Education | $12,500 |
| John M Ashbrook Center | |||||
| 401 College Avenue | Ashland | OH | 44805 | Education | $25,000 |
| Chicago Hope Academy | |||||
| 2189 W Bowler St | Chicago | IL | 60612 | Education | $25,000 |
| Harmel Academy | |||||
| 3333 E Beltline Ave NE | Grand Rapids | MI | 49525 | Education | $50,000 |
| Spring Hill Camps | |||||
| 7719 95th Avenue | Evert | MI | 49681 | Education | $50,000 |
| New City Kids | |||||
| 3816 Toledo | Detroit | MI | 48216 | Education | $75,000 |
| Boys Hope Grils Hope | |||||
| 3031 W Grand Blvd | Detroit | MI | 48202 | Education | $25,000 |
| Mackinaw Cntr for Public Policy | |||||
| 148 W Main St | Midland | MI | 48640 | Education | $170,000 |
| St Paul Lutheran Church | |||||
| 1133 Joslyn Ave | Pontiac | MI | 48340 | Education | $85,000 |
| Highland-White Lake Bus Assoc | |||||
| 205 W Livingston road | Highland | MI | 48357 | Education | $1,500 |
| Northwood University | |||||
| 4000 Whiting Dr | Midland | MI | 48640 | Education | $1,000,000 |
| Mackinaw Cntr For Pulbic Policy | |||||
| 148 W Main St | Midland | MI | 48640 | Education | $24,000 |
| Chesteron Academy | |||||
| 21400 S Nunneley Rd | Clinton Twp | MI | 48035 | Education | $50,000 |
| St Matthew Lutheran School | |||||
| 2040 Commerce Rd | Walled Lake | MI | 48390 | Education | $5,000 |
| Alice Lloyd College | |||||
| 100 Purpose Rd | Pippa Passes | KY | 41844 | Education | $26,000 |
| New City Kids | |||||
| 3816 Toledo | Detroit | MI | 48216 | Education | $2,500 |
| Alice Lloyd College | |||||
| 100 Purpose Rd | Pippa Passes | KY | 41844 | Education | $100,000 |
| The June Buchanan Schol | |||||
| 100 Purpose Rd | Pippa Passes | KY | 41844 | Education | $50,000 |
| America's Future Foundation | |||||
| 1633 Connecticut Ave | Washington | DC | 20009 | Education | $10,000 |
| John M Ashbrock Center | |||||
| 401 College Ave | Ashland | OH | 44805 | Education | $50,000 |
| Concordia Theological Seminary | |||||
| 801 Seminary Pl | St Louis | MO | 63105 | Education | $15,000 |
| Chciago Hope Academy | |||||
| 2189 W Bowler St | Chicago | IL | 60612 | Education | $50,000 |
| Cairn University | |||||
| 200 Manor Ave | Langhorne | PA | 19047 | Education | $25,000 |
| Ashland University | |||||
| 401 College Ave | Ashland | OH | 44805 | Education | $25,000 |
| Ashland University | |||||
| 401 College Ave | Ashland | OH | 44805 | Education | $10,000 |
| Ashlaand University | |||||
| 401 College Ave | Ashland | OH | 44805 | Education | $25,000 |
| Concordia Seminary | |||||
| 801 Seminary Pl | St Louis | MO | 63105 | Education | $50,000 |
| Detroit Cristo Rey | |||||
| 5679 Vernor Hwy | Detroit | MI | 48209 | Education | $25,000 |
| Eton Academy | |||||
| 1755 Melton Rd | Birmingham | MI | 48009 | Education | $50,000 |
| The Kings College | |||||
| 56 Broadway | New York | NY | 10004 | Education | $25,000 |
| Intercollegiate Studies | |||||
| 3901 Centerville Rd | Wilmingron | DE | 19807 | Education | $32,500 |
| Loyola High School | |||||
| 15325 Pinehurst | Detroit | MI | 48238 | Education | $25,000 |
| Hillsdale college | |||||
| 33 E College St | Hillsdale | MI | 49242 | Education | $37,500 |
| Hillsdale College | |||||
| 33 E College St | Hillsdale | MI | 49242 | Education | $3,750 |
| Lutheran Special Ed Ministries | |||||
| 20805 Middlebelt Rd | Farmington Hills | MI | 48326 | Education | $60,000 |
| Lutheran Special Ed Ministries | |||||
| 20805 Middlebelt Rd | Farmington Hills | MI | 48326 | Education | $40,000 |
| Leader Dogs for the Blind | |||||
| 1039 S Rochester Rd | Rochester | MI | 48307 | Education | $75,000 |
| Oakdale Academy | |||||
| 3200 Beacham Dr | Waterford | MI | 48329 | Education | $50,000 |
| St Catherine of Siena | |||||
| 28200 Napier Rd | Wixom | MI | 48393 | Education | $17,500 |
| St Augustine's HEP | |||||
| 5671 Whitmore Lake Rd | Ann Arbor | MI | 48105 | Education | $14,000 |
| The Russell Kirk Center | |||||
| PO Box 4 | Mecosta | MI | 49332 | Education | $25,000 |
| Patrick Henry College | |||||
| Ten Patrick Henry Circle | Purcellville | VA | 20132 | Education | $25,000 |
| Missio Seminary | |||||
| 421 N 7th St | Philadelphia | PA | 19123 | Education | $5,000 |
| Our Savior Lutheran School | |||||
| 13667 Highland Rd | Hartland | MI | 48353 | Education | $35,000 |
| Northwood University | |||||
| 4000 Whiting Dr | Midland | MI | 48640 | Education | $25,000 |
| Our Savior Lutheran Church | |||||
| 13667 Highland Rd | Hartland | MI | 48353 | Education | $25,000 |
| West Highland Christian Academy | |||||
| 1116 S Hickory Ridge Rd | Milford | MI | 48380 | Education | $25,000 |
| St Peter's Lutheran | |||||
| 23000 Gratior Ave | Eastpointe | MI | 48021 | Education | $25,000 |
| St Paul EV Lutheran School | |||||
| 7621 Dorchester Ave | Chicago | IL | 60619 | Education | $25,000 |
| St Matthew Lutheran | |||||
| 2040 Commerce Rd | Walled Lake | MI | 48390 | Education | $25,000 |
| St Matthew Lutheran | |||||
| 2040 Commerce Rd | Walled Lake | MI | 48390 | Education | $1,000 |
| New City Kids | |||||
| 3816 Toledo | Detroit | MI | 48216 | Education | $700 |
| St Peter's Lutheran School | |||||
| 23000 Gratior Ave | Eastpointe | MI | 48021 | Education | $325,000 |
| New City Kids | |||||
| 3816 Toledo | Detroit | MI | 48216 | Education | $250,000 |
| Lutheran Special Ed Ministies | |||||
| 20805 Middlebelt Rd | Farmington Hills | MI | 48326 | Education | $500,000 |
| St Paul's EV Lutheran School | |||||
| 7621 Dorchester Ace | Chicago | IL | 60619 | Education | $25,000 |
| St Mark's Lutheran | |||||
| 7979 Commerce Rd | West Bloomfield | MI | 48324 | Education | $1,000 |
| English District LCMS | |||||
| 33100 Freedom Rd | Farmington Hills | MI | 48336 | Education | $50,000 |
| St Catherine of Sienna | |||||
| 28200 Napier Rd | Wixom | MI | 48393 | Education | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,681,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,202,405 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,721,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,721,428 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | R.J. Miller, P.C. | CategoryTxt |
| Amt | $12,555 | Amt |
| Net Investment Income | $12,555 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE RENOVATION | PropertyDesc |
| Acquired | 2022-05-13 | AcquiredDt |
| Cost Or Other Basis | $20,890 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $20,890 | PriorYearDepreciationAmt |
| Computation Method | 100 | ComputationMethodTxt |
| Current Year Expense | $52,911 | CurrentYearExpenseAmt |
| Net Investment Income | $52,911 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not required to file 990-PF with the Attorney General because we are not soliciting contributions in the State of Michigan | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Genuine Parts | AT COST | $3,658,611 | $3,658,611 |
| Doubleline | AT COST | $534,558 | $443,227 |
| GPC Money Funds | AT COST | $763,866 | $1,033,252 |
| GS Vintage | AT COST | $50,998 | $50,998 |
| SB Golden Tree | AT COST | $24,635 | $24,635 |
| Oakmark | AT COST | $246,520 | $242,020 |
| Vanguard Intl | AT COST | $680,818 | $680,997 |
| Lazard | AT COST | $327,610 | $329,195 |
| Virtus | AT COST | $367,856 | $266,251 |
| Kopernik | AT COST | $178,859 | $181,614 |
| AGG ETF | AT COST | $1,391,214 | $1,195,499 |
| Edgewood Growth | AT COST | $254,288 | $242,218 |
| SB IJH-ETF | AT COST | $181,878 | $232,214 |
| Parametric | AT COST | $664,074 | $862,762 |
| SB IJR ETF | AT COST | $105,324 | $131,550 |
| SB TIP ETF | AT COST | $508,365 | $447,580 |
| FPS Crescent | AT COST | $288,447 | $281,480 |
| Aristotle | AT COST | $300,876 | $330,453 |
| AHL Target Rish | AT COST | $685,712 | $541,034 |
| PIMCO Comm. Real | AT COST | $493,721 | $376,084 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture, equipment fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $76,318 | CostOrOtherBasisAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Couzens, Lansky, Fealk, Ellis, et al. | CategoryTxt |
| Legal Fees | $5,007 | LegalFeesAmt |
| Net Investment Income | $5,007 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone Internet | $2,929 | $1,465 | $1,464 |
| Computer Website Maintenance | $24,224 | $12,112 | $12,112 |
| Insurance | $6,040 | $6,040 | |
| Office Supplies Miscellaneous | $11,377 | $5,688 | $5,689 |
| Repairs Maintenance | $12,175 | $6,088 | $6,087 |
| Promotions Gifts | $3,391 | $1,696 | $1,695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Voided Checks Miscellaneous | Desc |
| Revenue And Expenses Per Books | $10,939 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Golden Tree Statement Adjustment | Desc |
| Amt | $56,564 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued S.E.P. Contributions | Desc |
| BOY Book Value | $26,162 | BOYBookValueAmt |
| EOY Book Value | $26,569 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Graystone Consulting | CategoryTxt |
| Amt | $71,695 | Amt |
| Net Investment Income | $71,695 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes Excise Taxes | CategoryTxt |
| Amt | $94,204 | Amt |
| Net Investment Income | $76,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,763 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HHB Real Estate LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 N Milford Rd Ste 101 | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201674446 | EIN |
| Desc | Loan payment to Foundation | Desc |
| Amt | $0 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HHB Real Estate LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 N Milford Rd Ste 101 | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201674446 | EIN |
| Desc | Office rent paid from Foundation | Desc |
| Amt | $0 | Amt |