THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION (EIN 30-0081622)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202101379349101340
- Schema version
- 2020v4.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:12:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4468 OAK BRIDGE DR | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485325422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300081622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R & MILDRED B BURT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9897536486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON TUNNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9897536486 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | TUNNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MILLSAP | PreparerPersonNm |
| PTIN | P01080174 | PTIN |
| Phone | 8107323000 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,146,856 | 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 | $212,937 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$127,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,306 | GrossSalesPriceAmt |
| Total Rev And Expnss | $172,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,168 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,963 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $785 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $785 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,527 | CashBOYAmt |
| Cash EOY | $132,902 | CashEOYAmt |
| Cash EOYFMV | $132,902 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,625,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,519,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,227,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,721,795 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,701,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,785,984 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,407,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,353,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,146,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,407,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,353,966 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,407,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,353,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,407,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,353,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,407,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,370,178 | SubtotalAmt |
| Other Decreases | $16,212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,353,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS EQUITY INC ST 962-0 | P | $60,806 | $65,979 | -$5,173 | -$5,173 |
| GOLDMAN SACHS EQUITY INC LT 962-0 | P | $92,966 | $77,564 | $15,402 | $15,402 |
| GOLDMAN SACHS ADV ST 593-3 | P | $55,302 | $60,425 | -$5,123 | -$5,123 |
| DOLDMAN SACHS ADV LT 593-3 | P | $574,287 | $707,855 | -$133,568 | -$133,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$127,517 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,296 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,076 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,076 | SubtotalAmt |
| Tax Based On Investment Income | $1,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,693 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,693 | TotalPaymentsAndCreditsAmt |
| Overpayment | $617 | OverpaymentAmt |
| Applied To ES Tax | $617 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWN SNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9897536486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DRIVE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JASON TUNNEY | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW MOELLER | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| SHAWN SNY | ||||||||
| 525 MORLEY DR | SAGIANW | MI | 48601 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $3,775,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,876,233 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,876,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,818,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,076 | TotalTaxAmt |
| Distributable Before Adj | $189,829 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,829 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $200,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,829 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $12,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $189,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,171 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,161 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,990 | ExcessFromYear1Amt |
| Excess From Current Year | $10,171 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHAWN SNY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9897536486 | RecipientPhoneNum |
| Recipient Email Address | SSNY@DUROLAST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VALLEY LUTHERAN HIGH SCHOOL | |||||||
| 3560 MCCARTY RD | SAGINAW | MI | 48603 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $50,000 |
| CONCORDIA UNIVERSITY | |||||||
| 4090 GEDDES RD | ANN ARBOR | MI | 48105 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,000 |
| BETHLEHEM LUTHERAN | |||||||
| 2777 HERMANSAU | SAGINAW | MI | 48603 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $30,000 |
| PEACE LUTHERAN ELEMENTARY SCHOOL | |||||||
| 3161 LAWNDALE | SAGINAW | MI | 48603 | NONE | PC | STUDENT ASSISTANCE | $5,000 |
| SHEBOYGAN CHRISTIAN SCHOOL | |||||||
| 418 GEELE AVE | SHEBOYGAN | WI | 53083 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $15,000 |
| NOUVEL CATHOLIC CENTRAL HIGH SCHOOL | |||||||
| 2555 WIENEKE RD | SAGINAW | MI | 48603 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $20,000 |
| HOLY CROSS LUTHERAN | |||||||
| 610 COURT ST | SAGINAW | MI | 48602 | NONE | PC | STUDENT ASSISTANCE | $10,000 |
| SAINT GERARD SOCIETY | |||||||
| PO BOX 6883 | SAGINAW | MI | 486086883 | NONE | PC | STUDENT ASSISTANCE | $50,000 |
| ST PETERS LUTHERAN ELEMENTARY | |||||||
| 2440 N RAUCHOLZ RD | HEMLOCK | MI | 48626 | NONE | PC | STUDENT ASSISTANCE | $5,000 |
| OUR LADY OF THE LAKE CATHOLIC SCHOO | |||||||
| 650 A AVENUE | LAKE OSWEGO | OR | 97034 | NONE | PC | STUDENT ASSISTANCE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$127,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$40,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$40,349 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DURO-LAST ROOFING | ||||||
| 1 | 525 MORLEY DR | SAGINAW | MI | 48601 | $98,929 | Yes (X) |
| TIP-TOP SCREW MANUFACTURING | ||||||
| 2 | 4183 FORREST | OSCODA | MI | 48750 | $19,044 | Yes (X) |
| OSCODA PLASTICS INC | ||||||
| 3 | 5585 NORTH HURON AVE | OSCODA | MI | 48750 | $18,174 | Yes (X) |
| PLASTATECH ENGINEERING LTD | ||||||
| 4 | 725 MORLEY DR | SAGINAW | MI | 48601 | $76,790 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,701,361 | EOYBookValueAmt |
| EOYFMV | $1,785,984 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTAL FUNDS | $1,323,258 | $1,941,954 |
| CORPORATE STOCK | $196,445 | $286,016 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $16,212 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| STATE OF MICHIGAN | $20 | $20 |
| MISCELLANEOUS | $3 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,963 | Amt |
| Net Investment Income | $8,963 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DURO-LAST ROOFING | |||
| 525 MORLEY DR | SAGINAW | MI | 48601 |
| TIP-TOP SCREW MANUFACTURING | |||
| 4183 FORREST | OSCODA | MI | 48750 |
| OSCODA PLASTICS INC | |||
| 5585 NORTH HURON AVE | OSCODA | MI | 48750 |
| PLASTATECH INGINEERING LTD | |||
| 725 MORLEY DR | SAGINAW | MI | 48601 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - 593 | $765 | $765 |
| FOREIGN TAXES - 962 | $20 | $20 |
Comments