SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202323129349100717
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T10:04:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382517534 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER GHERSI & LADUKE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST LONG LAKE ROAD STE 135 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483042374 | 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 | 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 | 2485402001 | 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 | 2485402001 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | GOLUB | 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 | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2023-11-08 | 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 | $430,051 | 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 | $23,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,801 | 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 | $3,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,895 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,145 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,145 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,835 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,239 | CashBOYAmt |
| Cash EOY | $15,817 | CashEOYAmt |
| Cash EOYFMV | $15,817 | CashEOYFMVAmt |
| Other Investments BOY | $432,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $414,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,234 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $448,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $430,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $430,051 | 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 | $448,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $430,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $430,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $430,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $430,051 | 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 | 2022-12-31 | $63,672 | $64,867 | -$1,195 | -$1,195 |
| NORTHERN TRUST L.T. STOCK SALES | P | 2022-12-31 | $87,868 | $80,492 | $7,376 | $7,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,181 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $233 | 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 | $233 | 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 | WILLIAM H 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 | $592,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $603,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $603,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $594,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $233 | TotalTaxAmt |
| Distributable Before Adj | $29,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,648 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,209 | 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 | $27,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,648 | ExcessFromYear3Amt |
| Excess From Year2 | $5,223 | ExcessFromYear2Amt |
| Excess From Year1 | $11,664 | ExcessFromYear1Amt |
| Excess From Current Year | $5,674 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,500 |
| 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 | $1,000 |
| EFFECTIVE ALTRUISM - GIVEWELL FUND | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | NONE | PUBLIC | SUPPORT FOR SOCIAL CAUSES | $250 |
| FLORIDA STUDIO THEATRE | |||||||
| 1241 N PALM AVE | SARASOTA | FL | 34236 | NONE | PUBLIC | SUPPORT OF THE ARTS | $450 |
| GEORGETOWN UNIVERSITY LAW SCHOOL | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,000 |
| HENRY FORD MUSEUM | |||||||
| 20900 OAKWOOD BLVD | DEARBORN | MI | 48124 | NONE | PUBLIC | SUPPORT FOR HISTORICAL PRESERVATION | $500 |
| HOPE COLLEGE | |||||||
| 141 E 12TH ST | HOLLAND | MI | 49423 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,500 |
| 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 | $201 |
| KELLOGG COMMUNITY COLLEGE | |||||||
| 450 NORTH AVE | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $2,500 |
| 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 | $1,000 |
| MICHIGAN OPERA THEATRE | |||||||
| 1526 BROADWAY ST | DETROIT | MI | 48226 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,000 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $500 |
| 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 | $3,200 |
| PUBLIC RADIO MICHIGAN | |||||||
| 535 W WILLIAM ST SUITE 110 | ANN ARBOR | MI | 48103 | NONE | PUBLIC | SUPPORT OF PUBLIC MEDIA | $250 |
| 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 |
| 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 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | SUPPORT FOR HISTORICAL PRESERVATION | $250 |
| 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 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,151 | 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 | $23,619 | 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 | $6,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,801 | 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 | $3,895 | Amt |
| Net Investment Income | $3,895 | 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 | $414,234 | BookValueAmt |
| EOYFMV | $414,234 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $4,774 | $4,774 | $0 |
| BANK CHARGES | $61 | $61 | $0 |
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 | $131 | Amt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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