L & L EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
L & L EDUCATIONAL FOUNDATION (EIN 38-2785121)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-07
IRS object ID
202102509349100200
Schema version
2020v4.1
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)
Return2021-09-07T05:38:23-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382492570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOEREN MAYHEWBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1305 WEST BIG BEAVER ROADAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382785121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE L & L EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlL&LEBusinessNameControlTxt
Phone5863361600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 MCLEAN DRIVEAddressLine1Txt
CityROMEOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPEGGY DOMENICK-MUSCATPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5863361600PhoneNum
Signature2021-09-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPEGGYPersonFirstNm
Person LastDOMENICK-MUSCATPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENEDICT P RYBICKI CPAPreparerPersonNm
PTINP00360661PTIN
Phone2482443000PhoneNum
Preparation2021-08-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,779,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$129,209ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$246,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$246,179DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$696,156NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,490,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$773,039CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,071,544TotalRevAndExpnssAmt
Total Net Invst Incm$1,019,218TotalNetInvstIncmAmt
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$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$12,020TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,045OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,129OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,975OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,465TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,129TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$650,984ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$650,984ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$699,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,129TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$653,959TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$372,095ExcessRevenueOverExpensesAmt
Net Investment Income$994,089NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$291,589SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$603,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$603,547SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,278,125CorporateStockBOYAmt
Corporate Stock EOY$10,338,262CorporateStockEOYAmt
Corporate Stock EOYFMV$14,175,688CorporateStockEOYFMVAmt
Total Assets BOY$10,569,714TotalAssetsBOYAmt
Total Assets EOY$10,941,809TotalAssetsEOYAmt
Total Assets EOYFMV$14,779,235TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,569,714NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,941,809NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,569,714TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,941,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,569,714TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,941,809TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,569,714TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$372,095ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,941,809SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,941,809TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP$779,249$738,870$40,379$40,379
CHARLES SCHWABP$3,392,237$2,951,060$441,177$441,177
T ROWE PRICE BLUE CHIP GROWTH FUND 1D$107,410$27,326$80,084$80,084
CAPITAL GAINS DIVIDENDSP$211,399$211,399$211,399
FieldValueIRS element (for citing)
Capital Gain Net Income$773,039CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,818InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,818SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,818TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,524EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,524TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,706OverpaymentAmt
Applied To ES Tax$5,706AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressFDNWEB.ORG/LANDL/WebsiteAddressTxt
Individual With BooksMARGARET DOMENICK - MUSCATIndividualWithBooksNm
Phone5863361600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1160 MCLEAN DRIVEAddressLine1Txt
CityROMEOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48065ZIPCd
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 IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET DOMENICK-MUSCAT
160 MCLEAN DRIVEROMEOMI48065PRESIDENT15.00$0$0$0
ARNOLD KUMMEROW
160 MCLEAN DRIVEROMEOMI48065TRUSTEE0.10$0$0$0
JUSTIN L SCHUPP
160 MCLEAN DRIVEROMEOMI48065TRUSTEE0.10$0$0$0
SUSAN LANE MULKA
160 MCLEAN DRIVEROMEOMI48065TRUSTEE0.10$0$0$0
LESLE E COLE
160 MCLEAN DRIVEROMEOMI48065TRUSTEE0.10$0$0$0
KATHERINE CLERMONT
160 MCLEAN DRIVEROMEOMI48065TREASURER0.25$0$0$0
NANCY CAMPBELL
160 MCLEAN DRIVEROMEOMI48065TRUSTEE0.10$0$0$0
TRACIE HACKEL
160 MCLEAN DRIVEROMEOMI48065SECRETARY0.25$0$0$0
JAY KRAWCZYK
160 MCLEAN DRIVEROMEOMI48065VICE PRESIDENT0.25$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,676,915AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$431,619AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,108,534TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,108,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$196,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,911,906NetVlNoncharitableAssetsAmt
Minimum Investment Return$645,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$645,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,818TaxBasedOnInvestmentIncomeAmt
Total Tax$13,818TotalTaxAmt
Distributable Before Adj$631,777DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$631,777DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$631,777DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$653,959ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$653,959QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$653,959AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$631,777DistributableAsAdjustedAmt
Undistributed Income PY$59,358UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$653,959QualifyingDistributionsAmt
Applied To Year1$59,358AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$594,601AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$37,176UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN LANE MULKAContributingManagerNm
Contributing ManagerLESLE E COLEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonL L EDUCATIONAL FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1160 MCLEAN DRAddressLine1Txt
CityROMEOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48065ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5863361608RecipientPhoneNum
Form And Info And MaterialsREFER TO: HTTPS://FDNWEB.ORG/LANDL/FormAndInfoAndMaterialsTxt
Submission DeadlinesREFER TO: HTTPS://FDNWEB.ORG/LANDL/SubmissionDeadlinesTxt
Restrictions On AwardsREFER TO: HTTPS://FDNWEB.ORG/LANDL/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALGER JASON
228 BUBBA GUNTER RDWAGENERSC29164NONEINDIVIDUALEDUCATION$7,414
APFEL DANA
12908 EASTON CTUTICAMI48315NONEINDIVIDUALEDUCATION$7,406
ARGUELLES JAVIER
222 CHRISTOPHER STONE DRCAPACMI48014NONEINDIVIDUALEDUCATION$2,901
ARGUELLES MANUEL
222 CHRISTOPHER STONE DRCAPACMI48014NONEINDIVIDUALEDUCATION$7,000
ARNOLD ASHLEY
5375 LUM ROADATTICAMI48412NONEINDIVIDUALEDUCATION$2,743
ARNOLD ELISE
5375 LUM ROADATTICAMI48412NONEINDIVIDUALEDUCATION$7,000
ARNOLD ELIZABETH
5375 LUM ROADATTICAMI48412NONEINDIVIDUALEDUCATION-$1,903
ARNOLD KATHRYN
5375 LUM ROADATTICAMI48412NONEINDIVIDUALEDUCATION$6,000
BADRAK MADELINE
20820 ERBEN STREETST CLAIR SHORESMI48081NONEINDIVIDUALEDUCATION$8,000
BASLOCK JOSEPH
4371 MORIARTEY RDSNOVERMI48472NONEINDIVIDUALEDUCATION$240
BEEMER HANNAH
5305 ELK STPECKMI48466NONEINDIVIDUALEDUCATION$3,123
BOJOVIC VICTORIA
53445 GREGORY DRIVEMACOMBMI48042NONEINDIVIDUALEDUCATION$3,000
BROWN NICOLE
3233 LAKE FOREST DRSTERLING HEIGHTSMI48314NONEINDIVIDUALEDUCATION$5,000
BRUNK RYLIE
1919 MITCHELL LAKE ROADATTICAMI48412NONEINDIVIDUALEDUCATION$8,063
CARRON HOLLY
45803 GLEN CTMACOMBMI48044NONEINDIVIDUALEDUCATION$6,000
CHILDERS LOGAN
4301 MAPLE STREETBROWN CITYMI48416NONEINDIVIDUALEDUCATION$8,000
COOMER SKYLER
105 WEST FIFTH STREETIMLAY CITYMI48444NONEINDIVIDUALEDUCATION$2,611
CRUMP WILLIAM
2920 CEDAR RIDGE DRTROYMI48084NONEINDIVIDUALEDUCATION$5,000
DECENA BRENDEN
48851 MICHAYWEMACOMBMI48044NONEINDIVIDUALEDUCATION$7,000
DIMKOVSKI MICHAEL
16227 COLORADO DRIVEMACOMBMI48042NONEINDIVIDUALEDUCATION$5,000
FEZZEY THOMAS
57240 COVINGTON DRWASHINGTONMI48094NONEINDIVIDUALEDUCATION$6,964
FIRESTONE KEITH
8891 RUSSELL STSHELBY TWPMI48317NONEINDIVIDUALEDUCATION$2,500
FIRESTONE ZACKARY
8891 RUSSELL STSHELBY TWPMI48317NONEINDIVIDUALEDUCATION$6,000
FRANZEL DANIELLE
355 N GATES RDSANDUSKYMI48471NONEINDIVIDUALEDUCATION$3,000
FRANZEL JENNA
355 N GATES RDSANDUSKYMI48471NONEINDIVIDUALEDUCATION$3,500
GONINO MICAELA
57939 EMERALD COURTWASHINGTONMI48094NONEINDIVIDUALEDUCATION$5,137
GONZALEZ GAVIN
18342 TERESA DRMACOMBMI48044NONEINDIVIDUALEDUCATION$6,000
HABLE ANNE
77210 BROWN RDROMEOMI48065NONEINDIVIDUALEDUCATION$5,000
HABLE BRIDGET
77210 BROWN RDROMEOMI48065NONEINDIVIDUALEDUCATION$500
HARRISON III EDWARD
8941 HOUGHTON DRIVESTERLING HEIGHTSMI48314NONEINDIVIDUALEDUCATION$972
HEAD MARLA
390 ALMONT AVEALMONTMI48003NONEINDIVIDUALEDUCATION$6,000
HICKS CONNOR
28690 OLD NORTH RIVER RDHARRISSON TWPMI48045NONEINDIVIDUALEDUCATION$5,000
HOUSER ALEXANDRA
16941 ROSEPOINTEMACOMBMI48044NONEINDIVIDUALEDUCATION$6,000
IGNACIO MARYLYNN
632 N MAIN STALMONTMI48003NONEINDIVIDUALEDUCATION$2,133
JARMOLUK ALEXANDER
78850 MCKAY RDROMEOMI48065NONEINDIVIDUALEDUCATION$5,457
JARMOLUK IVAN
78850 MCKAY RDROMEOMI48065NONEINDIVIDUALEDUCATION$784
JARMOLUK KATARINA
78850 MCKAY RDROMEOMI48065NONEINDIVIDUALEDUCATION$8,000
JOHNSON ANDREW
3525 AUSTRIAN PINE WAY APT 17BPORTAGEMI49024NONEINDIVIDUALEDUCATION$1,068
JONES JOELLE
191 ENGLE STREETIMLAY CITYMI48444NONEINDIVIDUALEDUCATION$4,285
KLEIN THERSEA
518 WEST MILL STREETCAPACMI48014NONEINDIVIDUALEDUCATION$4,000
KNEPPER JULIA
5814 NEWCASTLE CTWASHINGTONMI48094NONEINDIVIDUALEDUCATION$5,000
KNEPPER KYLE
5814 NEWCASTLE CTWASHINGTONMI48094NONEINDIVIDUALEDUCATION$5,000
KOSAL NOAH
677 STODDARD ROADCOLUMBUSMI48063NONEINDIVIDUALEDUCATION$4,000
KOSAL OWEN
677 STODDARD ROADCOLUMBUSMI48063NONEINDIVIDUALEDUCATION$6,735
LEWIS REILLY
57383 CIDER DRWASHINGTONMI48094NONEINDIVIDUALEDUCATION$5,000
LI TRACY
1740 FIRESIDE DRIVETROYMI48098NONEINDIVIDUALEDUCATION$5,000
LIGON ALEXA
8325 BOARDMAN RDALMONTMI48003NONEINDIVIDUALEDUCATION$5,000
LIGON BRAM
310 CLAIRHILL DRROCHESTER HILLSMI48309NONEINDIVIDUALEDUCATION$5,000
LOUWSMA DAVID
6841 WAGNER RDIMLAY CITYMI48444NONEINDIVIDUALEDUCATION$6,000
MADAUS EMILY
37508 ROBERT DRRICHMONDMI48062NONEINDIVIDUALEDUCATION$6,670
MADAUS SAMANTHA
37508 ROBERT DRRICHMONDMI48062NONEINDIVIDUALEDUCATION$6,934
MAKUCH YOLANDA
7455 DEER CREEK DRSWARTZ CREEKMI48473NONEINDIVIDUALEDUCATION$4,500
MANCINI CLAIRE
49354 MONARCH DRIVEMACOMB TWPMI48044NONEINDIVIDUALEDUCATION$5,000
MARION HUNTER
1409 WINNIE DROXFORDMI48371NONEINDIVIDUALEDUCATION$2,472
MARION NICOLE
1409 WINNIE DROXFORDMI48371NONEINDIVIDUALEDUCATION$8,184
MIRACLE TRAVIS
7069 STERLING RDYALEMI48097NONEINDIVIDUALEDUCATION$6,000
NANTZ SAMANTHA
3677 WASHINGTON ROADCARSONVILLEMI48419NONEINDIVIDUALEDUCATION$6,000
NELLENBACHSELENA
5141 CLEAR LAKE RDNORTH BRANCHMI48461NONEINDIVIDUALEDUCATION$3,000
NEWSON MADISON
6198 EWALT RDIMLAY CITYMI48444NONEINDIVIDUALEDUCATION$6,000
OGDEN GABRIELLE
5716 LAKESHORE RDFORT GRATIOTMI48059NONEINDIVIDUALEDUCATION$6,000
REVOLDT DREW
6623 HOUGH RDALMONTMI48003NONEINDIVIDUALEDUCATION$2,832
RICE RACHEL
17445 UTICA OAKS LANEROSEVILLEMI48066NONEINDIVIDUALEDUCATION-$257
RODGERS BRANDON
3440 PINE RIDGEBURTONMI48519NONEINDIVIDUALEDUCATION$2,592
RODRIGUEZ ADRIANA
7424 DRYDEN ROADALMONTMI48003NONEINDIVIDUALEDUCATION$7,500
ROSSEAU REILLY
2933 KINGS MILL ROADLAPEERMI48446NONEINDIVIDUALEDUCATION$7,000
ROSSER MORAGAN
950 W MILLER RDSANDUSKYMI48423NONEINDIVIDUALEDUCATION$3,500
ROSSOL NATHAN
67265 RACHAEL LANEWASHINGTONMI48095NONEINDIVIDUALEDUCATION$7,000
ROTKIEWICZ MATTHEW
11293 CHAPMAN COURTBRUCE TWPMI48065NONEINDIVIDUALEDUCATION$5,000
ROTKIEWICZ THEO
11293 CHAPMAN COURTBRUCE TWPMI48065NONEINDIVIDUALEDUCATION$2,500
RUGENSTEIN HALEY
3405 HAINES RDATTICAMI48412NONEINDIVIDUALEDUCATION$7,000
SCHRAMM MAKANNA
75400 MACKEY ROADRICHMONDMI48062NONEINDIVIDUALEDUCATION$8,000
SELEWONIK DYLAN
1424 WHISPERING WOODS LANEMARYSVILLEMI48040NONEINDIVIDUALEDUCATION$8,000
SENYK SCOUT
222 CLARKSTON CTCAPACMI48014NONEINDIVIDUALEDUCATION$7,000
SHARROW HALEY
1424 WHISPERING WOODS LANEMARYSVILLEMI48040NONEINDIVIDUALEDUCATION$2,958
SLY ASHLEY
416 ALMONT AVEALMONTMI48003NONEINDIVIDUALEDUCATION$2,500
SMITH AUTUMN
13940 FETTY STALLENTONMI48002NONEINDIVIDUALEDUCATION$6,000
SMITH BLAKE
13940 FETTY STALLENTONMI48002NONEINDIVIDUALEDUCATION$5,585
SOAVE ALEXIS
508 HAMILTON AVEALMONTMI48003NONEINDIVIDUALEDUCATION$7,500
SOAVE ALYSSA
508 HAMILTON AVEALMONTMI48003NONEINDIVIDUALEDUCATION$3,000
SPENCER KAYLA
354 PHESANT DRCAPACMI48014NONEINDIVIDUALEDUCATION$4,000
SPENCER ZOE
354 PHESANT DRCAPACMI48014NONEINDIVIDUALEDUCATION$10,000
THOMAS MAYA
44653 BAYVIEW APT 23201CLINTON TOWNSHIPMI48038NONEINDIVIDUALEDUCATION$6,000
THOMPSON KYRA
111 SQUIRES CREEK ROADSIMPSONVILLESC29681NONEINDIVIDUALEDUCATION$5,000
VAZANA EMMA
1049 AUTUMNVIEW COURTROCHESTERMI48307NONEINDIVIDUALEDUCATION$5,000
VIAENE ETHAN
5662 CASEY ROADDRYDENMI48428NONEINDIVIDUALEDUCATION$6,000
WALKER NICHOLAS
27820 28 MILE ROADLENOXMI48048NONEINDIVIDUALEDUCATION$6,000
WALKER WILLIAM
27820 28 MILE ROADLENOXMI48048NONEINDIVIDUALEDUCATION$6,000
WEISHAAR CAITLIN
28954 31 MILE RDLENOXMI48050NONEINDIVIDUALEDUCATION$7,000
WENDORF JACOB
4943 SHOEMAKER RDALMONTMI48003NONEINDIVIDUALEDUCATION$7,000
WERKMEISTER MEGAN
25861 CONCORD RDHUNTINGTON WOODSMI48070NONEINDIVIDUALEDUCATION$5,000
WHITE CALEB
5113 TWIN LAKES DRIVEKIMBALLMI48074NONEINDIVIDUALEDUCATION$7,000
WHITE JERAMEE
2144 COVE RDWALESMI48027NONEINDIVIDUALEDUCATION$6,000
WILEY SCOTT
277 MICHIGAN AVENUEPONTIACMI48342NONEINDIVIDUALEDUCATION$1,872
WILLIAMS CARLY JO
30 REBECCA STREET PO BOX 164PECKMI48466NONEINDIVIDUALEDUCATION$1,895
WOODY JOEL
3511 TARA DRHIGHLANDMI48356NONEINDIVIDUALEDUCATION$2,072
YAROCH CAITLIN
7720 SOUTH ESTON RDCLARKSTONMI48348NONEINDIVIDUALEDUCATION$3,000
ABOONA RENEE
1898 FLAGSTONE CIRROCHESTERMI48307NONEINDIVIDUALEDUCATION$500
ALGER SETH
229 BUBBA GUNTER RDWAGENERSC29164NONEINDIVIDUALEDUCATION$2,604
APFEL CHRISTOPHER
12908 EASTON CTUTICAMI48315NONEINDIVIDUALEDUCATION$6,818
BALSAM ELIZABETH
12875 EXCALIBUR LANEROMEOMI48065NONEINDIVIDUALEDUCATION$5,000
BEEMER BAILEY
5305 ELK STPECKMI48466NONEINDIVIDUALEDUCATION$1,116
BEHL BROOKE
60589 PENNINGTON WAYROCHESTERMI48306NONEINDIVIDUALEDUCATION$6,000
BEHL JACK
60589 PENNINGTON WAYROCHESTERMI48306NONEINDIVIDUALEDUCATION$6,000
BOJOVIC ANTHONY
53445 GREGORY DRIVEMACOMBMI48042NONEINDIVIDUALEDUCATION$1,036
CARRON ALAINA
11121 OXBOW STLIVONIAMI48150NONEINDIVIDUALEDUCATION$500
CASTILLO NATHAN
6913 CLEAR LAKE ROADIMLAY CITYMI48444NONEINDIVIDUALEDUCATION$8,000
CHUHRAN MICHAEL
1610 EDSEL STTRENTONMI48183NONEINDIVIDUALEDUCATION$5,000
CROSS HALEY
2750 KOYLETTE ROADMARLETTEMI48453NONEINDIVIDUALEDUCATION$6,000
CRUMP JULIA
2920 CEDAR RIDGE DRTRENTONMI48084NONEINDIVIDUALEDUCATION$5,000
FINN ETHAN
73922 GOULD RDROMEOMI48065NONEINDIVIDUALEDUCATION$3,091
FINNERTY CONNOR
1200 BELLWOOD CTOXFORDMI48371NONEINDIVIDUALEDUCATION$5,000
FORSTNER MADISON
11685 IMLAY CITY RDEMMETTMI48022NONEINDIVIDUALEDUCATION$5,000
GRANZ CALEY
6472 MAIN ST APT 2CASS CITYMI48726NONEINDIVIDUALEDUCATION$3,500
GRAVES MARANDA
11161 SCOTT STWASHINGTONMI48094NONEINDIVIDUALEDUCATION$7,000
GREENMAN HAILEY
7541 CLEARLAKE RDBROWN CITYMI48416NONEINDIVIDUALEDUCATION$1,490
JARMOLUK MAXIM
78850 MCKAY RDROMEOMI48065NONEINDIVIDUALEDUCATION$7,000
KULKARNI ABHISHEK
2438 JOHN R ROADTROYMI48063NONEINDIVIDUALEDUCATION$500
LIGON TRENT
8325 BOARDMAN RDALMONTMI48003NONEINDIVIDUALEDUCATION$5,000
MACIAG NATALIE
6848 SWARTOUTCLAY TOWNSHIPMI48001NONEINDIVIDUALEDUCATION$2,500
OGDEN PATRICK
5716 LAKESHORE RDFORT GRATIOTMI48059NONEINDIVIDUALEDUCATION$7,000
SCHULTZ CHEYENNE
11768 CASCADE CIRROMEOMI48065NONEINDIVIDUALEDUCATION$5,151
SENYK SAGE
222 CLARKSTON CTCAPACMI48014NONEINDIVIDUALEDUCATION$7,000
ALMONT COMMUNITY SCHOOLS
401 CHURCH STREETALMONTMI48003NONEPUBLIC CHARITYEDUCATION$5,000
ARMADA AREA SCHOOLS
74500 BURK STREETARMADAMI48005NONEPUBLIC CHARITYEDUCATION$5,000
BROWN CITY COMMUNITY SCHOOLS
4349 SECOND STREET PO BOX 160BROWN CITYMI48416NONEPUBLIC CHARITYEDUCATION$5,000
CAPAC COMMUNITY SCHOOLS
541 N GLASSFORD STCAPACMI48014NONEPUBLIC CHARITYEDUCATION$5,000
DRYDEN COMMUNITY SCHOOLS
3866 ROCHESTER RDDRYDENMI48428NONEPUBLIC CHARITYEDUCATION$5,000
IMLAY CITY COMMUNITY SCHOOLS
634 W BORLAND RDIMLAY CITYMI48444NONEPUBLIC CHARITYEDUCATION$5,000
LAPEER COMMUNITY SCHOOLS
250 SECOND STREETLAPEERMI48446NONEPUBLIC CHARITYEDUCATION$4,736
MARLETTE COMMUNITY SCHOOLS
6230 EUCLID STREETMARLETTEMI48453NONEPUBLIC CHARITYEDUCATION$5,000
MEMPHIS COMMUNITY SCHOOLS
PO BOX 201MEMPHISMI48041NONEPUBLIC CHARITYEDUCATION$5,000
NORTH BRANCH AREA SCHOOLS
6655 JEFFERSON STREET NORTHNORTH BRANCHMI48461NONEPUBLIC CHARITYEDUCATION$5,000
OXFORD COMMUNITY SCHOOLS
10 N WASHINGTONOXFORDMI48371NONEPUBLIC CHARITYEDUCATION$5,000
RICHMOND COMMUNITY SCHOOLS
35276 DIVISIONRICHMONDMI48062NONEPUBLIC CHARITYEDUCATION$5,000
ROMEO COMMUNITY SCHOOLS
3169 NORTH MAIN STREETROMEOMI48065NONEPUBLIC CHARITYEDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$650,984TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$246,179ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$696,156ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$942,335ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$942,335TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DEBRA LANE
18449 N 79TH STREETLONGMONTCO80503$10,000Yes (X)
SUSAN LANE
21271 ROMNEY ROADBLOOMFIELD HILLSMI48304$15,000Yes (X)
W EUGENE LANE
313261 BURGUNDY DRIVE SOUTHPALM BEACH GARDENSFL33410$104,209Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash PropertySHARES OF STOCKNoncashPropertyDesc
Fair Market Value$104,209FairMarketValueAmt
Received2020-07-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierNON-CASH CONTRIBUTION RECEIVEDIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IV, LINE 1CFormAndLineReferenceDesc
Medium ExplanationTHE L & L EDUCATIONAL FOUNDATION RECEIVED A NONCASH CONTRIBUTION OF 700 SHARES OF T ROWE PRICE BLUE CHIP GROWTH FUND I (TBCIX), VALUED AT $148.87 PER SHARE FOR A TOTAL FAIR MARKET VALUE OF $104,209, WHICH IS INCLUDED AS CONTRIBUTIONS IN PART I, LINE 1. THE STOCK WAS RECEIVED ON JULY 20, 2020 AND SOLD ON AUGUST 18, 2020. THE COST BASIS OF THE DONATED STOCK WAS $27,326.07.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11875.235 SHS AMERICAN FD EUROPACIFIC GROWTH FUND$495,165$823,666
18907.213 SHS BRANDYWINEGLOBAL GLBL$208,398$225,752
8638.931 SHS PRIMECAP ODYSSEY AGGR GROWTH FD$274,113$463,651
9852.229 SHS DFA EMERGING MARKETS PORT INSTL$266,662$321,774
82679.136 SHS WESTERN ASSET CORE PLUS BD FD IS$973,766$1,038,450
10128.195 SHS AMERICAN BEACON SMALL CAP VALUE$215,828$254,116
10895.012 SHS T ROWE PRICE BLUE CHIP GROWTH FUND$557,513$1,807,482
8927.094 SHS MATTHEWS PACIFIC TIGER FUND INSTL$246,527$311,556
4572.319 SHS GOLDMAN SACHS SMALL CAP VALUE FUND$220,964$254,084
12008.235 SHS JPMORGAN MID CAP VALUE INST$255,483$443,584
4876.039 SHS VANGUARD INSTL INDEX FUND$844,163$1,616,261
18272.290 SHS DODGE & COX INTERNATIONAL STOCK FUND$610,238$798,499
69885.092 SHS DODGE & COX INCOME FUND$974,552$1,023,817
5318.077 SHS T ROWE PRICE NEW HORIZON FUND$228,638$439,007
35586.401 SHS AMERICAN FD WA MUTUAL INV FD CL F3$1,568,945$1,783,946
13999.000 VANGUARD TOTAL BOND MKT INDEX$1,211,495$1,234,572
29074.965 SHS PGIM GLOBAL TOTAL RETURN Z$206,723$212,247
71036.323 SHS VANGUARD HIGH YIELD CORP FUND ADMIRAL SHARE$406,934$424,797
2837.000 SHS ISHARES CORE S&P MID-CAP ETF$542,648$652,028
135 SHS VANGUARD S&P 500 ETF$29,507$46,399

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMITTEE MEMBER COMPENSATION$2,975$0$2,975
FOUNDATION SOFTWARE, SUPPORT & TRAINING$5,838$0$0
BANK FEES$103$0$0
INVESTMENT MANAGEMENT FEE$25,129$25,129$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHIGAN ANNUAL REPORT$20$0$0
FEDERAL EXCISE TAX$12,000$0$0

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