SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349101212
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T08:18:24-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382517534PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGER GHERSI & LADUKE PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST LONG LAKE ROAD STE 135AddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483042374ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383208309EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone2485402001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1535 SANCTUARY DRIVE B 404AddressLine1Txt
CityLONGBOAT KEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA GOLUBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2485402001PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastGOLUBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN G LADUKEPreparerPersonNm
PTINP00161119PTIN
Phone2483333680PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$685,100FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,365DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,365DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$45,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,366GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$17,816TotalRevAndExpnssAmt
Total Net Invst Incm$27,366TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,860AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$6,011TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,011TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,330OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,201TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,201TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,701TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,201TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$77,517ExcessRevenueOverExpensesAmt
Net Investment Income$13,165NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,152CashBOYAmt
Cash EOY$16,239CashEOYAmt
Cash EOYFMV$16,239CashEOYFMVAmt
Other Investments BOY$512,772OtherInvestmentsBOYAmt
Other Investments EOY$432,168OtherInvestmentsEOYAmt
Other Investments EOYFMV$668,861OtherInvestmentsEOYFMVAmt
Total Assets BOY$525,924TotalAssetsBOYAmt
Total Assets EOY$448,407TotalAssetsEOYAmt
Total Assets EOYFMV$685,100TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$525,924RetainedEarningBOYAmt
Retained Earning EOY$448,407RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$525,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$448,407TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$525,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$448,407TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$525,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$77,517ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$448,407SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$448,407TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST S.T. STOCK SALESP2021-12-31$78,396$75,810$2,586$2,586
NORTHERN TRUST L.T. STOCK SALESP2021-12-31$69,970$63,519$6,451$6,451
BOOK-TAX DIFFERENCE - SECURITIES COST BASISP2021-12-31$54,219-$54,219-$54,219
FieldValueIRS element (for citing)
Capital Gain Net Income-$45,182CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$183InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$183SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$183TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$52EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$52TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$131TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM H SANDYIndividualWithBooksNm
Phone2485402001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1535 SANCTUARY DRIVE B404AddressLine1Txt
CityLONGBOAT KEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H SANDY
535 SANCTUARY DRIVE B404LONGBOAT KEYFL34228PRESIDENT0.00$0$0$0
MARJORIE M SANDY
535 SANCTUARY DRIVE B404LONGBOAT KEYFL34228VP/SECY0.00$0$0$0
ALAN M SANDY
PO BOX 621BIRMINGHAMMI480120621TREAS/TRUSTEE0.00$0$0$0
LEWIS G SANDY
MN008-T830 9900 BREN ROADMINNETONKAMN55343TRUSTEE0.00$0$0$0
BARBARA SANDY GOLUB
37 PINE TERRACEDEMARESTNJ07627TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$678,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$690,733TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$690,733AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,361CashDeemedCharitableAmt
Net Vl Noncharitable Assets$680,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,019MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,019MinimumInvestmentReturnAmt
Tax Based On Investment Income$183TaxBasedOnInvestmentIncomeAmt
Total Tax$183TotalTaxAmt
Distributable Before Adj$33,836DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,836DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,836DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,836DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,648ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,223ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,871TotalExcessDistributionCyovAmt
Qualifying Distributions$45,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,836AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,664RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,535TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,535ExcessDistriCyovToNextYrAmt
Excess From Year2$4,648ExcessFromYear2Amt
Excess From Year1$5,223ExcessFromYear1Amt
Excess From Current Year$11,664ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM H SANDYContributingManagerNm
Contributing ManagerMARJORIE M SANDYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTORS FUND
729 SEVENTH AVENUE 10TH FLOORNEW YORKNY10019NONEPUBLICSUPPORT OF THE ARTS$1,500
ASOLO REPERTORY THEATRE
5555 N TAMIAMI TRAILSARASOTAFL34243NONEPUBLICSUPPORT OF THE ARTS$9,500
BEAUMONT HEALTH FOUNDATION
44201 DEQUINDRE ROADTROYMI48085NONEFOUNDATIONSUPPORT FOR MEDICAL ASSISTANCE$1,000
DETROIT AREA YOUTH UNITING MI (ALLIED MEDIA PROJECTS)
4126 THIRD STREETDETROITMI48201NONEPUBLICSUPPORT FOR COMMUNITY$250
DETROIT HISTORICAL SOCIETY
5401 WOODWARD AVEDETROITMI48202NONEPUBLICSUPPORT FOR HISTORICAL PRESERVATION$2,000
DOCTORS WITHOUT BORDERS
40 RECOR ST 16TH FLOORNEW YORKNY10006NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$100
EFFECTIVE ALTRUISM - GIVEWELL FUND
1714 FRANKLIN STREET 100335OAKLANDCA94612NONEPUBLICSUPPORT FOR SOCIAL CAUSES$250
FAMILY TREE CLINIC
1919 NICOLLET AVEMINNEAPOLISMN55403NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$250
FLORIDA STUDEO THEATRE
1241 N PALM AVESARASOTAFL34236NONEPUBLICSUPPORT OF THE ARTS$750
GEORGETOWN UNIVERSITY LAW SCHOOL
3700 O ST NWWASHINGTONDC20057NONEPRIVATE UNIVERSITYSUPPORT FOR EDUCATION$1,000
HENRY FORD MUSEUM
20900 OAKWOOD BLVDDEARBORNMI48124NONEPUBLICSUPPORT FOR HISTORICAL PRESERVATION$500
HOPE COLLEGE
141 E 12TH STHOLLANDMI49423NONEPRIVATE UNIVERSITYSUPPORT FOR EDUCATION$1,000
JEWISH FEDERATION OF METRO DETROIT
6735 TELEGRAPH ROAD 30BLOOMFIELD HILLSMI48301NONEPUBLICSUPPORT FOR RELIGIOUS PRACTICE$1,000
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652NONEPUBLICSUPPORT FOR RELIGIOUS PRACTICE$1,000
JEWISH FEDERATION OF SARASOTA-MANATEE
580 MCINTOSH RDSARASOTAFL34232NONEPUBLICSUPPORT FOR RELIGIOUS PRACTICE$2,000
KAHN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042NONEPUBLICSUPPORT FOR EDUCATION$250
KELLOGG COMMUNITY COLLEGE
450 NORTH AVEBATTLE CREEKMI49017NONEPUBLICSUPPORT FOR EDUCATION$2,500
MARYLAND INSTITUTE COLLEGE OF ART
1300 W MT ROYAL AVEBALTIMOREMD21217NONEPUBLICSUPPORT OF THE ARTS$500
MATHENY
65 HIGHLAND AVEPEAPACK AND GLADSTONENJ07977NONEPRIVATE UNIVERSITYSUPPORT FOR EDUCATION$250
MAYO CLINIC
4500 SAN PABLO RD SJACKSONVILLEFL32224NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$1,000
MICHIGAN OPERA THEATRE
1526 BROADWAY STDETROITMI48226NONEPUBLICSUPPORT OF THE ARTS$1,000
MOFFITT CANCER CENTER FOUNDATION
12902 MAGNOLIA DRIVETAMPAFL33612NONEFOUNDATIONSUPPORT FOR MEDICAL ASSISTANCE$500
OAKLAND UNIVERSITY ENGLISH DEPARTMENT
586 PIONEER DRIVEROCHESTERMI48309NONEPUBLICSUPPORT FOR EDUCATION$1,000
OAKLAND UNIVERSITY SCHOOL OF BUSINESS
318 MEADOW BROOK RDROCHESTERMI48309NONEPUBLICSUPPORT FOR EDUCATION$3,000
PUBLIC RADIO MICHIGAN
535 W WILLIAM ST SUITE 110ANN ARBORMI48103NONEPUBLICSUPPORT OF PUBLIC MEDIA$250
PUBLIC RADIO SARASOTA
4202 EAST FOWLER AVENUETAMPAFL33620NONEPUBLICSUPPORT OF PUBLIC MEDIA$250
PUBLIC TV MICHIGAN
5401 WOODWARD AVEDETROITMI48202NONEPUBLICSUPPORT OF PUBLIC MEDIA$250
PUBLIC TV SARASOTA
4202 EAST FOWLER AVENUETAMPAFL33620NONEPUBLICSUPPORT OF PUBLIC MEDIA$250
RINGLING COLLEGE
2700 N TAMIAMI TRAILSARASOTAFL34234NONEPRIVATE UNIVERSITYSUPPORT FOR EDUCATION$1,000
ROSS SCHOOL OF BUSINESS
701 TAPPAN AVENUEANN ARBORMI48109NONEPUBLICSUPPORT FOR EDUCATION$1,000
SARASOTA BALLET
5555 N TAMIAMI TRAILSARASOTAFL34243NONEPUBLICSUPPORT OF THE ARTS$1,000
SARASOTA MEMORIAL HEALTHCARE FOUNDATION
1515 S OSPREY AVE SUITE B4SARASOTAFL34239NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$1,000
SUNRISE MOVEMENT
50 F STREET NW NO 700WASHINGTONDC20001NONEPUBLICSUPPORT FOR SCIENTIFIC ADVANCEMENT$250
THE DREAM BUILDERS PROJECT
839 N MANSFIELD AVELOS ANGELESCA90038NONEPUBLICSUPPORT FOR HUMANITARIANISM$250
U OF M INSTITUTE FOR HUMANITIES
202 S THAYER ST 111ANN ARBORMI48104NONEPUBLICSUPPORT FOR EDUCATION$1,000
UNIVERSITY OF MICHIGAN - SANDYHASSMILLER DEVELOPMENT FUND
500 S STATE STREETANN ARBORMI48109NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$4,000
UNIVERSITY OF MICHIGAN HOSPITAL
1500 E MEDICAL CENTER DRIVEANN ARBORMI48109NONEPUBLICSUPPORT FOR MEDICAL ASSISTANCE$2,000
URBANITE THEATRE
1487 2ND STSARASOTAFL34236NONEPUBLICSUPPORT OF THE ARTS$200
WAYNE STATE UNIVERSITY
42 W WARREN AVEDETROITMI48202NONEPUBLICSUPPORT FOR EDUCATION$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,365ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$45,182ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$17,816ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$17,816TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,860Amt
Net Investment Income$3,860NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$432,168BookValueAmt
EOYFMV$668,861EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKER FEESDesc
Revenue And Expenses Per Books$4,330RevenueAndExpensesPerBooksAmt
Net Investment Income$4,330NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

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