ZLOTOFF GENERATIONS FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZLOTOFF GENERATIONS FUND (EIN 26-4094446)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349101915
- Schema version
- 2021v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:32:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264094446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZLOTOFF GENERATIONS FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAUL ZLOTOFF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZLOT | BusinessNameControlTxt |
| Phone | 2486459220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ZLOTOFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2486459220 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | ZLOTOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,828,954 | 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 | $6,001,822 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,567 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,567 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,245,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,127,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,892 | 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 | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $12,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,857 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $378,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,733,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,325 | CashBOYAmt |
| Cash EOY | $1,645 | CashEOYAmt |
| Cash EOYFMV | $1,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,743,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,338,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,338,904 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,164,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,304,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,509,459 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $990,626 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $988,855 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $978,946 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,900,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,633,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,828,954 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,179,229 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,179,229 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,721,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,454,701 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,900,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,633,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,900,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,633,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,900,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,733,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,633,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,633,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FNZ TRUST COMPANY #EJ6126 | P | $747,452 | $729,600 | $17,852 | $17,852 |
| FNZ TRUST COMPANY #EJ6126 | P | $495,813 | $427,582 | $68,231 | $68,231 |
| FNZ TRUST COMPANY #EJ6126 | P | $2,205 | $506 | $1,699 | $1,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,009 | 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 | $9,009 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,438 | OverpaymentAmt |
| Applied To ES Tax | $7,438 | 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 | PAUL ZLOTOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2486459220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | 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 | PAUL ZLOTOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, TRUSTEE | 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 | $3,149,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,387,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,537,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,537,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,469,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,571 | TotalTaxAmt |
| Distributable Before Adj | $221,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $378,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $378,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $445,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $540,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $381,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $691,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,533,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $378,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,107 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,689,162 | 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 | $445,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,243,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $540,980 | ExcessFromYear4Amt |
| Excess From Year3 | $381,300 | ExcessFromYear3Amt |
| Excess From Year2 | $691,650 | ExcessFromYear2Amt |
| Excess From Year1 | $473,890 | ExcessFromYear1Amt |
| Excess From Current Year | $156,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||||
| 122 E 42ND STREET 1519 | NEW YORK | NY | 10168 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $500 | |
| CHACKERED FLAG CHALLENGE | ||||||||
| 4600 VESTAL PARKWAY | VESTAL | NY | 13850 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $20,000 | |
| DETROIT SYMPHONY ORCHESTRA | ||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $70,000 | |
| HENRY FORD HEALTH SYSTEM | ||||||||
| 1 FORD PLACE 5A | DETROIT | MI | 48202 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $100,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 1003 K STREET NW SUITE 200 | DETROIT | MI | 48201 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $300 | WASHINGTON |
| MOTORSPORTS HALL OF FAME OF AMERICA | ||||||||
| 43700 EXPO CENTER DRIVE | NOVI | MI | 48375 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $2,000 | |
| ZLOTOFF FOUNDATION | ||||||||
| PO BOX 2030 | BLOOMFIELD HILLS | MI | 483032030 | TRUSTEE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $160,000 | |
| HIMALAYAN CATARACT PROJECT | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $7,500 | |
| ORBIS INTERNATIONAL | ||||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| AMERICAN ISRAEL FRIENDSHIP LEAGUE | ||||||||
| 251 W 30TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| HENRY FORD DRIVERS CLUB | ||||||||
| 20900 OAKWOOD BOULEVARD | DEARBORN | MI | 48124 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $1,500 | |
| CHAMP OF GOOD HOPE FARM | ||||||||
| 57 E SHORE ROAD | SOUTH HERO | VT | 05486 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $1,200 | |
| HAVEN FOUNDATION | ||||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | NONE | 501(C)(3) | CHARITABLE GRANT TO QUALIFIED CHARITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,567 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,179 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,179 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL M & MARY T ZLOTOFF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 DAINES STREET SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,001,822 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 325 SHRS ALPHABET INC CL C | $960,451 | 2021-12-23 |
| 1 | 265 SHRS AMAZON.COM INC | $906,631 | 2021-12-23 |
| 1 | 900 SHRS CATERPILLAR INC | $184,766 | 2021-12-23 |
| 1 | 5,792 SHRS COMCAST CORP CL A | $288,224 | 2021-12-23 |
| 1 | 1,900 SHRS COSTCO WHOLESALE CORP | $1,045,095 | 2021-12-23 |
| 1 | 900 SHRS HOME DEPOT INC | $357,507 | 2021-12-23 |
| 1 | 400 SHRS META PLATFORMS INC | $133,006 | 2021-12-23 |
| 1 | 2,850 SHRS MICROSOFT CORP | $953,496 | 2021-12-23 |
| 1 | 400 SHRS NVIDIA CORP | $118,980 | 2021-12-23 |
| 1 | 120 SHRS VISA INC CL A | $26,108 | 2021-12-23 |
| 1 | 25 SHRS ALPHABET INC CL C | $73,920 | 2021-12-27 |
| 1 | 35 SHRS AMAZON.COM INC | $119,756 | 2021-12-27 |
| 1 | 3,250 SHRS APPLE INC | $580,921 | 2021-12-27 |
| 1 | 100 SHRS CATERPILLAR INC | $20,602 | 2021-12-27 |
| 1 | 100 SHRS COSTCO WHOLESALE CORP | $55,859 | 2021-12-27 |
| 1 | 100 SHRS HOME DEPOT INC | $40,133 | 2021-12-27 |
| 1 | 150 SHRS META PLATFORMS INC | $51,441 | 2021-12-27 |
| 1 | 150 SHRS MICROSOFT CORP | $50,843 | 2021-12-27 |
| 1 | 190 SHRS APPLE INC | $34,083 | 2021-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 STRYKER CORP | $55,000 | $54,701 |
| 50,000 UNION PACIFIC CORP | $50,855 | $50,491 |
| 100,000 MCDONALD'S CORP MTN | $100,628 | $100,063 |
| 100,000 UNITED PARCEL | $100,811 | $100,586 |
| 75,000 WALMART STORE INC | $76,358 | $76,244 |
| 100,000 WASTE MANAGEMENT INC | $102,111 | $101,523 |
| 50,000 BURLINGTON NORTH SANTA | $52,976 | $52,030 |
| 100,000 MICROSOFT CORPORATION | $105,815 | $104,082 |
| 75,000 PEPSICO INC | $80,406 | $79,030 |
| 75,000 WALMART INC | $79,955 | $78,617 |
| 100,000 UNITED TECHNOLOGIES | $106,199 | $103,965 |
| 75,000 PFEIZER INC | $77,741 | $77,614 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS ABBOTT LABORATORIES | $25,598 | $42,222 |
| 75 SHS AUTODESK | $5,102 | $21,089 |
| 500 SHS GLOBAL PAYMENTS | $17,083 | $67,590 |
| 1,000 SHS AMETEK | $3,972 | $147,040 |
| 300 SHS MASTERCARD INC | $9,255 | $107,796 |
| 168 SHS BROADCOM INC | $5,967 | $111,789 |
| 25 SHS AMAZON.COM | $1,065,448 | $1,083,660 |
| 3,840 SHS APPLE INC | $633,603 | $681,869 |
| 375 SHS ALPHABET INC-CL C | $1,063,908 | $1,085,096 |
| 1,150 SHS CATERPILLAR INC | $228,613 | $237,751 |
| 3,150 SHS MICROSOFT | $1,025,389 | $1,059,408 |
| 200 SHS HONEYWELL INTERNATIONAL | $36,202 | $41,702 |
| 1,150 SHS HOME DEPOT INC | $425,943 | $477,262 |
| 200 SHS UNITED HEALTH GROUP INC | $5,351 | $100,428 |
| 320 SHS VISA INC-CLASS A SHARES | $30,418 | $69,347 |
| 100 SHS STRYKER CORP | $32,356 | $40,113 |
| 200 SHS ZOETIS INC | $25,422 | $48,806 |
| 100 SHS NETFLIX | $49,607 | $60,244 |
| 400 SHS JACOBS ENGINEERING INC | $44,260 | $55,692 |
| 100 SHS DEER & CO | $15,048 | $34,289 |
| 100 SHS THERMO FISHER SCIENTIFIC | $30,418 | $66,724 |
| 100 SHS LOCKHEED MARTIN | $36,209 | $35,541 |
| 1,000 SHS CHEVRON | $78,200 | $117,350 |
| 400 SHS UNITED PARCEL SERVICE | $41,018 | $85,736 |
| 400 SHS NEXTERA ENERGY | $23,383 | $37,344 |
| 350 SHS PROCTER & GAMBLE | $37,571 | $57,253 |
| 200 SHS CHUBB LTD | $25,966 | $38,662 |
| 200 SHS SPOTIFY | $50,002 | $46,806 |
| 100 SHS TRANE TECHNOLOGIES | $17,758 | $20,203 |
| 100 SHS EATON CORP PLC | $16,177 | $17,282 |
| 150 SHS CHENIERE ENERGY | $15,812 | $15,213 |
| 150 SHS GOLDMAN SACHS GROUP INC | $48,871 | $57,383 |
| 1,200 SHS SYNCHRONY FINANCIAL | $46,997 | $55,668 |
| 700 SHS NVIDIA CORP | $144,986 | $205,877 |
| 100 SHS UNION PACIFIC | $24,575 | $25,193 |
| 650 SHS META PLATFORMS INC | $202,500 | $218,628 |
| 200 SHS ENPHASE ENERGY | $30,297 | $36,588 |
| 100 SHS PALO ALTO NETWORKS | $44,151 | $55,676 |
| 100 SHS GENERAC HOLDINGS | $31,140 | $35,192 |
| 200 SHS XYLEM INC | $26,460 | $23,984 |
| 2,100 SHS COSTCO WHOLESALE CORP | $1,127,359 | $1,192,170 |
| 155 SHS AUTOMATIC DATA PROCESSING | $32,667 | $38,220 |
| 5,792 SHS COMCAST CORP-A | $288,224 | $291,511 |
| 75 SHS DEXCOM | $28,604 | $40,271 |
| 400 SHS COCA-COLA CO | $21,604 | $23,684 |
| 150 SHS LAUDER ESTEE COS INC-A | $46,299 | $55,530 |
| 100 SHS NIKE INC-B | $15,752 | $16,667 |
| 200 SHS EDWARD LIFESICENCES CORP | $22,981 | $25,910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT & ADVISORY FEES | $11,857 | $11,857 | $0 |
| BANK CHARGES | $360 | $0 | $0 |
| DUES/LICENSES | $20 | $0 | $0 |
Comments