JOHN F AND EDITH L WILSTERMAN FOUNDATION: Form 990PF, tax year 2020
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- Organization
- JOHN F AND EDITH L WILSTERMAN FOUNDATION (EIN 83-3649470)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-28
- IRS object ID
- 202132099349100513
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-28T13:56:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383350337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRASEK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6193 MILLER ROAD SUITE A | AddressLine1Txt |
| City | SWARTZ CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48473 | 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 | 833649470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN F AND EDITH L WILSTERMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8104878383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 695 | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WALTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8104878383 | PhoneNum |
| Signature | 2021-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | WALTON | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MRASEK | PreparerPersonNm |
| PTIN | P01072396 | PTIN |
| Phone | 8106352409 | PhoneNum |
| Preparation | 2021-07-28 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,425,308 | 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 | $16,912 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $589 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $589 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,056,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,056,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,529,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,492,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,529,179 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,543 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,619,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,586,498 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $91,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $45,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,321 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $15,321 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $328,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,893 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,647 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,646 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $506,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $330,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,671 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,342,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,342,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,848,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $330,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,518,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $771,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,255,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $2,197,389 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,197,389 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $2,417,362 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,451,734 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $33,462,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,751,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,862,198 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,015,510 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $9,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $42,939,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,425,308 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $87,742 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $87,742 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $42,851,850 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,851,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,939,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $771,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,080,726 | OtherIncreasesAmt |
| Subtotal | $42,851,850 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,851,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $27,492,355 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,963,176 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,529,179 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,529,179 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,529,179 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,529,179 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,258 | SubtotalAmt |
| Tax Based On Investment Income | $45,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $55,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $538 | EsPenaltyAmt |
| Overpayment | $9,204 | OverpaymentAmt |
| Applied To ES Tax | $9,204 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WILSTERMAN.ORG | WebsiteAddressTxt |
| Individual With Books | STEPHEN WALTON | IndividualWithBooksNm |
| Phone | 8104878383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 348 SUNRISE DRIVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WALTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 348 SUNRISE DRIVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,000 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 NORTH OLD WOODWARD AVE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480095335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $289,563 | CompensationAmt |
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 | $44,097,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,139,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,236,786 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $48,236,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $723,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,513,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,375,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,375,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,258 | TotalTaxAmt |
| Distributable Before Adj | $2,330,404 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,330,404 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,330,404 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,518,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,518,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,518,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,330,404 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $362,850 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,607 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $530,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,518,285 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,330,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $718,338 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $718,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $362,850 | ExcessFromYear4Amt |
| Excess From Year3 | $167,607 | ExcessFromYear3Amt |
| Excess From Current Year | $187,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILSTERMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 695 | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8104878383 | RecipientPhoneNum |
| Recipient Email Address | APPLY@WILSTERMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS TO: WILSTERMAN FOUNDATION APPLY@WILSTERMAN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINE IS MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE RESRICTED TO STUDENTS WHO HAVE OR WHO WILL BE GRADUATING FROM A GENESEE COUNTY, MICHIGAN PUBLIC HIGH SCHOOL OR FROM LUKE M. POWERS HIGH SCHOOL. AWARDS WILL BE GRANTED BY AN ADVISORY COMITTEE FOR POSTSECONDARY EDUCATION UP TO 5,000 ANNUALLY FOR 4 YEARS. AWARDS MAY BE USED FOR BOTH UNDERGRADUATE AND GRADUATE EDUCATION. ONCE AWARDED THE STUDENT SHALL KEEP A FULL TIME SCHEDULE AND MUST MAINTAIN A GPA OF 2.3, BASED ON A 4.0 SCALE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 695 | AddressLine1Txt |
| Address Line2 | PO BOX 695 | AddressLine2Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $2,342,614 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,342,614 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,056,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,529,179 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $16,543 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,586,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,603,041 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF EDITH L WILSTERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 348 SUNRISE DRIVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,912 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MRASEK AND ASSOCIATES, PC | CategoryTxt |
| Amt | $15,321 | Amt |
| Disbursements Charitable Prps | $15,321 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVAS FUNDINGG SCS | $71,433 | $71,815 |
| WATSON PHARMACELTICAL | $71,797 | $72,069 |
| SPRINT NEXTEL CORP | $53,847 | $54,125 |
| TMC3 DEVELOPMENT CORP | $45,000 | $44,891 |
| TMC3 DEVELOPMENT CORP | $25,000 | $24,934 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | $153,136 | $152,729 |
| UBS TZ73513 PREFERRED SECURITIES | $422,207 | $427,947 |
| UBS 73515 79 CORPORATE BONDS | $4,019,778 | $4,167,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TRUST CRE U S REIT ETF | $373,477 | $352,860 |
| ISHARES TRUST BROAD USD HIGH ETF | $298,484 | $302,230 |
| SPDR INDEX SHS FDS PORT EMG MK ETF | $348,270 | $419,576 |
| SPDR INDEX SHS FDS PORT DEVLPD ETF | $348,244 | $405,844 |
| SPDR SERIES TR PRTFLO S&P 500 VL ETF | $278,585 | $297,164 |
| SPDR SERIES TRUST PORT AGRGTE ETF | $1,373,451 | $1,382,255 |
| SPDR SER TR S & P 400 MDCP VAL ETF | $334,897 | $411,921 |
| SPDR SER TR POR S & P 600 SM CAP ETF | $278,598 | $342,391 |
| VANGUARD TOTAL STK MKT ETF | $1,024,792 | $1,543,106 |
| DIMENSIONAL FD ADV INTL CORE EQTY IN | $1,703,449 | $2,028,568 |
| DIMENSIONAL FD ADV US CORE EQTY 1 IN | $1,895,224 | $2,344,057 |
| DIMENSIONAL FD ADV ONE-YEAR FIXED IN | $749,223 | $748,500 |
| TZ73514 79 COMMON STOCK | $5,807,894 | $6,093,370 |
| TZ73514 79 MUTUAL FUNDS | $1,098,562 | $1,144,523 |
| TZ73515 79 COMMON STOCK | $2,177,208 | $2,268,610 |
| UBS TZ73516 79 COMMON STOCK | $15,161,725 | $21,455,166 |
| UBS SELECT PRIME INSTITUTIONAL FUND | $210,560 | $210,959 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $692,926 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $707,522 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,724,436 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,744,212 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST | CategoryOrItemTxt |
| EOYFMV | $9,575 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY BOARD MEMBER STIPEND | $6,000 | $6,000 |
| POSTAGE / DELIVERY SERVICE | $1,187 | $1,187 |
| ADVERTISING | $1,262 | $1,262 |
| PRINTING AND PUBLICATION | $1,232 | $1,232 |
| ADMINISTRATIVE EXPENSES | $1,186 | $1,186 |
| LIABILITY INSURANCE | $1,410 | $1,410 |
| WORKMANS COMP INSURANCE | $427 | $427 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $16,543 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANTS | $86,423 |
| TRANSFER IN FROM: WILSTERMAN TR EIN - 46-2646944 | $41,994,303 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK OPTIONS TZ73516 79 | Desc |
| EOY Book Value | $87,742 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $328,893 | Amt |
| Net Investment Income | $328,893 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,647 | $1,647 | |
| PAYROLL TAXES | $11,646 | $11,646 |
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