L & L EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- L & L EDUCATIONAL FOUNDATION (EIN 38-2785121)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-15
- IRS object ID
- 202522279349100402
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T07:35:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382492570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 WEST BIG BEAVER ROAD | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382785121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L & L EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | L&LE | BusinessNameControlTxt |
| Phone | 5863361600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY DOMENICK-MUSCAT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5863361600 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENEDICT P RYBICKI CPA | PreparerPersonNm |
| PTIN | P00360661 | PTIN |
| Phone | 2482443000 | PhoneNum |
| Preparation | 2025-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,890,410 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,571,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $437,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,627,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,075,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,627,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,637,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,072,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $42,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,967 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,527 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,995 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $831,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $739,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,806,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,041,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,112,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,214,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,214,745 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,214 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $11,932,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,649,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,675,665 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,056,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,864,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,890,410 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,379 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,379 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,056,391 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,863,039 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,056,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,863,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,056,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,864,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,056,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,806,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $383 | OtherIncreasesAmt |
| Subtotal | $16,863,039 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,863,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $618,701 | $617,263 | $1,438 | $1,438 |
| VANGUARD | P | $1,534,534 | $1,455,626 | $78,908 | $78,908 |
| VANGUARD | P | $636,651 | $360,615 | $276,036 | $276,036 |
| VANGUARD | P | $10,863,365 | $8,852,978 | $2,010,387 | $2,010,387 |
| VANGUARD | P | $1,143,530 | $1,161,247 | -$17,717 | -$17,717 |
| CAPITAL GAINS DIVIDENDS | P | $278,730 | $278,730 | $278,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,627,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,899 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,899 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,379 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LLPFOUNDATIONS.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET DOMENICK - MUSCAT | IndividualWithBooksNm |
| Phone | 5863361608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET DOMENICK-MUSCAT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| JUSTIN L SCHUPP | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN LANE MULKA | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LESLE E COLE | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| KATHERINE CLERMONT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TREASURER | 0.25 | $0 | $0 | $0 |
| NANCY CAMPBELL | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BARBARA VITALE | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JAY KRAWCZYK | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| STEVEN ZOTT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,520,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $887,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,408,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,408,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,161,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $808,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $808,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,278 | TotalTaxAmt |
| Distributable Before Adj | $765,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $765,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $765,821 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $739,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $739,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $765,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $15,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $739,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $739,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,550 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,550 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,002 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN LANE MULKA | ContributingManagerNm |
| Contributing Manager | LESLE E COLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | L L EDUCATIONAL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DR | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5863361608 | RecipientPhoneNum |
| Form And Info And Materials | REFER TO: LLPFOUNDATIONS.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO: LLPFOUNDATIONS.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO: LLPFOUNDATIONS.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JASON ALGER | |||||||
| 288 BUBBA GUNTER RD | WAGENER | SC | 29164 | NONE | NA | EDUCATION | $9,778 |
| CHRIS APFEL | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | NA | EDUCATION | $11,470 |
| DANA APFEL | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | NA | EDUCATION | $1,273 |
| BLAKE BUNCH | |||||||
| 5585 LEAH LANE | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $7,589 |
| NATHAN CASTILLO | |||||||
| 6913 CLEAR LAKE ROAD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $6,156 |
| JACOB CHUHRAN | |||||||
| 1610 EDSEL STREET | TRENTON | MI | 48183 | NONE | NA | EDUCATION | $5,000 |
| MICHAEL CHUHRAN | |||||||
| 1610 EDSEL STREET | TRENTON | MI | 48183 | NONE | NA | EDUCATION | $5,000 |
| LUKE COLSTON | |||||||
| 4440 QUAIN RD | EMMETT | MI | 48022 | NONE | NA | EDUCATION | $1,972 |
| AUDREY COURNEYA | |||||||
| 2865 N LAPEER RD | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $9,242 |
| TREVOR DEACHIN | |||||||
| 8194 KENSINGTON BLVD 744 | DAVISON | MI | 48423 | NONE | NA | EDUCATION | $2,000 |
| ANTHONY D'EGIDIO | |||||||
| 7239 PLATT SPRINGS ROAD | LEXINGTON | SC | 29073 | NONE | NA | EDUCATION | $2,676 |
| RYAN DIMKOVSKI | |||||||
| 16227 COLORADO DR | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $5,000 |
| MARKO DIMOVSKI | |||||||
| 62425 SAWGRASS DR | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $12,000 |
| ISABELLE DRISCOLL | |||||||
| 204 NORTH HUNTER ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $11,000 |
| MADELINE EGLE | |||||||
| 1211 LEXA LANE | FLINT | MI | 48507 | NONE | NA | EDUCATION | $12,000 |
| THOMAS FEZZEY | |||||||
| 21601 BAYSIDE ST | ST CLAIR SHORES | MI | 48081 | NONE | NA | EDUCATION | $2,500 |
| ASHER FINN | |||||||
| 73922 GOULD RD | BRUCE TWP | MI | 48065 | NONE | NA | EDUCATION | -$181 |
| AIDAN FINNERTY | |||||||
| 1200 BELLWOOD CT | OXFORD | MI | 48371 | NONE | NA | EDUCATION | $5,000 |
| KEITH FIRESTONE | |||||||
| 8891 RUSSELL ST | SHELBY TOWNSHIP | MI | 48317 | NONE | NA | EDUCATION | $5,000 |
| ELIZABETH FORSELL | |||||||
| 1589 PEBBLE CREEK DR | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $8,000 |
| MADISON FORSTNER | |||||||
| 11685 IMLAY CITY RD | ANN ARBOR | MI | 48022 | NONE | NA | EDUCATION | $2,000 |
| DANIELLE FRANZEL | |||||||
| 355 N GATES RD | SANDUSKY | MI | 48471 | NONE | NA | EDUCATION | $2,000 |
| EMMA GILLIES | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | NA | EDUCATION | $9,058 |
| KELLY GILLIES | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | NA | EDUCATION | $2,290 |
| MARANDA GRAVES | |||||||
| 412 OLD FARM LN | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $9,029 |
| THERESA HABLE | |||||||
| 1845 BROWNING ST | FERNDALE | MI | 48220 | NONE | NA | EDUCATION | $5,000 |
| AVA HRABOVSKY | |||||||
| 47856 MALLARD DR | CHESTERFIELD | MI | 48047 | NONE | NA | EDUCATION | $9,871 |
| ALEXANDER JARMOLUK | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $5,269 |
| IVAN JARMOLUK | |||||||
| 78850 MCKAY RD | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $7,602 |
| JOELLE JONES | |||||||
| 191 ENGLE ST | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $12,091 |
| MARY KAMINSKI | |||||||
| 4985 LITTLE CEDAR CREEK DR | ATTICA | MI | 48412 | NONE | NA | EDUCATION | $2,476 |
| BARBY KNEPPER | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $1,000 |
| JENNA KNEPPER | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| MARISSA KNEPPER | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| OWEN KOSAL | |||||||
| 2101 ASH STREET | SAINT CLAIR | MI | 48079 | NONE | NA | EDUCATION | $2,500 |
| ALAINA LEWIS | |||||||
| 57383 CIDER DR | WASHINGTON TWP | MI | 48094 | NONE | NA | EDUCATION | $5,000 |
| TRACY LI | |||||||
| 1740 FIRESIDE DR | TROY | MI | 48098 | NONE | NA | EDUCATION | $5,000 |
| ROBERT MADAUS | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $10,000 |
| JENNA MADAY | |||||||
| 302 EAST CHURCH ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $5,858 |
| JOSHUA MADAY | |||||||
| 302 EAST CHURCH ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $12,000 |
| BRYCE MAJOR | |||||||
| 3197 MAIN STREET | MARLETTE | MI | 48453 | NONE | NA | EDUCATION | $9,538 |
| DOMINIQUE MATHEWS | |||||||
| 896 BROCKWAY RD | YALE | MI | 48097 | NONE | NA | EDUCATION | $3,000 |
| LA SONJA MCLEOD | |||||||
| 11030 AUSTIN AVE | CHICAGO RIDGE | IL | 60415 | NONE | NA | EDUCATION | $1,000 |
| HALEY MIRACLE | |||||||
| 7069 STERLING ROAD | YALE | MI | 48097 | NONE | NA | EDUCATION | $5,014 |
| TRAVIS MIRACLE | |||||||
| 7069 STERLING ROAD | YALE | MI | 48097 | NONE | NA | EDUCATION | $6,104 |
| ARIA NEALY | |||||||
| 202 N NEEPER ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $1,433 |
| TITUS NEALY | |||||||
| 321 9TH ST NW | ALTOONA | IA | 50009 | NONE | NA | EDUCATION | $1,993 |
| MADISON NEWSOM | |||||||
| 225 W 3RD ST | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $5,788 |
| KELLI O'BRIEN | |||||||
| 2355 LONGYEAR AVE | MARQUETTE | MI | 49855 | NONE | NA | EDUCATION | $12,732 |
| ALEXANDER PAQUET | |||||||
| 523 W KANAWHA AVE | COLUMBUS | OH | 43214 | NONE | NA | EDUCATION | $1,000 |
| TAYLOR PARROTT | |||||||
| 2 CROSSVINE WAY | SIMPSONVILLE | SC | 29680 | NONE | NA | EDUCATION | $3,000 |
| ASHISH PASULA | |||||||
| 1752 OAK FOREST DR E | TROY | MI | 48085 | NONE | NA | EDUCATION | $10,000 |
| SOPHIE PILLARS | |||||||
| 53700 CENTENNIAL | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $5,516 |
| SYDNEY PILLARS | |||||||
| 53700 CENTENNIAL | MACOMB | MI | 48042 | NONE | NA | EDUCATION | $12,000 |
| CALEB POTTER | |||||||
| 12518 WASHINGTON LN APT E2 | ENGLEWOOD | CO | 80112 | NONE | NA | EDUCATION | $1,500 |
| ELLARIE PRINCE | |||||||
| 560 BANCROFT RD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $4,327 |
| MARIO QUAGLIA | |||||||
| 48971 SOUTHWAY DR | MACOMB | MI | 48044 | NONE | NA | EDUCATION | $5,000 |
| MELANIE REAGAN | |||||||
| 24780 NOTTINGHAM DR | NOVI | MI | 48374 | NONE | NA | EDUCATION | $5,000 |
| DREW REVOLDT | |||||||
| 6623 HOUGH ROAD | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $2,517 |
| LETISHA ROBERTS | |||||||
| 74520 SPENCER ST | ARMADA | MI | 48005 | NONE | NA | EDUCATION | $1,121 |
| BRANDON RODGERS | |||||||
| 6055 FOUNTAIN POINTE APT 3 | GRAND BLANC | MI | 48439 | NONE | NA | EDUCATION | $3,842 |
| HAYDEN RUGENSTEIN | |||||||
| 3405 HAINES RD | ATTICA | MI | 48412 | NONE | NA | EDUCATION | $4,042 |
| HARLEIGH RYAN | |||||||
| 6981 OAKHURST RIDGE RD | CLARKSTON | MI | 48348 | NONE | NA | EDUCATION | $5,000 |
| MITCHELL SCHOENROCK | |||||||
| 13565 KAUFMAN ROAD | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $7,228 |
| MAKAYLA SCHRAMM | |||||||
| 75400 MACKEY RD | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $12,000 |
| DYLAN SELEWONIK | |||||||
| 1424 WHISPERING WOODS LANE | MARYSVILLE | MI | 48040 | NONE | NA | EDUCATION | $2,000 |
| SAGE SENYK | |||||||
| 222 CLARKSON | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $2,800 |
| CHASE SMITTERBERG | |||||||
| 317 LAFAYETTE AVE NE APT 2 | GRAND RAPIDS | MI | 49503 | NONE | NA | EDUCATION | $2,000 |
| SHANNELLE SMOLAREK | |||||||
| 12777 HOUGH RD | RILEY | MI | 48041 | NONE | NA | EDUCATION | $2,290 |
| BENJAMIN SNEARY | |||||||
| 202 JEFFREY | ROYAL OAK | MI | 48073 | NONE | NA | EDUCATION | $10,115 |
| ETHAN SNEARY | |||||||
| 202 JEFFREY AVE | ROYAL OAK | MI | 48073 | NONE | NA | EDUCATION | $12,000 |
| JACKSON SUROWIEC | |||||||
| 256 WYNGATE DRIVE | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $5,000 |
| LUCAS SUROWIEC | |||||||
| 256 WYNGATE DRIVE | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $5,000 |
| MAYA THOMAS | |||||||
| 49375 YALE DR | MACOMB | MI | 48044 | NONE | NA | EDUCATION | $9,504 |
| SHANNON TRAUB | |||||||
| 5846 EAGLE DRIVE | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $944 |
| GABRIEL VANCONANT | |||||||
| 1926 SHAGBARK LANE APT 202 | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $5,300 |
| CONNER VANLERBERGHE | |||||||
| 761 E BURNS LINE RD | MELVIN | MI | 48454 | NONE | NA | EDUCATION | $12,000 |
| NICHOLAS VANLERBERGHE | |||||||
| 761 E BURNSLINE RD | MELVIN | MI | 48454 | NONE | NA | EDUCATION | $9,980 |
| ETHAN VIAENE | |||||||
| 5662 CASEY ROAD | DRYDEN | MI | 48428 | NONE | NA | EDUCATION | $10,000 |
| CAITLIN WEISHAAR | |||||||
| 28954 31 MILE RD | LENOX TOWNSHIP | MI | 48050 | NONE | NA | EDUCATION | $6,155 |
| ELLA WERKMEISTER | |||||||
| 25861 CONCORD ROAD | HUNTINGTON WOODS | MI | 48070 | NONE | NA | EDUCATION | $5,000 |
| MEGAN WERKMEISTER | |||||||
| 25861 CONCORD ROAD | HUNTINGTON WOODS | MI | 48070 | NONE | NA | EDUCATION | $5,000 |
| EMILY WHITE | |||||||
| 1675 WINSLOW RD | ATTICA | MI | 48412 | NONE | NA | EDUCATION | $2,767 |
| GRACE WHITENIGHT | |||||||
| 431 MABEL ST | MARINE CITY | MI | 48039 | NONE | NA | EDUCATION | $1,500 |
| HOPE WILCOX | |||||||
| 5701 MEADOW LANE | DRYDEN | MI | 48428 | NONE | NA | EDUCATION | $8,919 |
| SCOTT WILEY | |||||||
| 570 THIRD AVENUE | PONTIAC | MI | 48340 | NONE | NA | EDUCATION | $4,791 |
| MAC WOODY | |||||||
| 30 SUMMER VALLEY CT | GREER | SC | 29651 | NONE | NA | EDUCATION | $10,000 |
| LAURYN ZIZA | |||||||
| 12901 BERLIN RD | SOUTH ROCKWOOD | MI | 48179 | NONE | NA | EDUCATION | $3,615 |
| ALMONT COMMUNITY SCHOOLS | |||||||
| 4624 KIDDER RD | ALMONT | MI | 48003 | NONE | NA | EDUCATION | $20,000 |
| BROWN CITY COMMUNITY SCHOOLS | |||||||
| 4349 SECOND ST | BROWN CITY | MI | 48416 | NONE | NA | EDUCATION | $15,200 |
| CAPAC COMMUNITY SCHOOLS | |||||||
| 541 N GLASSFORD ST | CAPAC | MI | 48014 | NONE | NA | EDUCATION | $19,850 |
| CHIPPEWA VALLEY SCHOOLS | |||||||
| 19120 CASS AVENUE | CLINTON TWP | MI | 48038 | NONE | NA | EDUCATION | $11,300 |
| DRYDEN COMMUNITY SCHOOLS | |||||||
| 3866 ROCHESTER RD | DRYDEN | MI | 48428 | NONE | NA | EDUCATION | $20,000 |
| EAST CHINA SCHOOLS | |||||||
| 1585 MEISNER RD | EAST CHINA | MI | 48054 | NONE | NA | EDUCATION | $15,000 |
| IMLAY CITY COMMUNITY SCHOOLS | |||||||
| 634 W BORLAND RD | IMLAY CITY | MI | 48444 | NONE | NA | EDUCATION | $18,000 |
| LAPEER COMMUNITY SCHOOLS | |||||||
| 933 S SAGINAW ST | LAPEER | MI | 48446 | NONE | NA | EDUCATION | $16,700 |
| LEXINGTON ONE SCHOOL DISTRICT | |||||||
| 100 TARRAR SPRINGS RD | LEXINGTON | SC | 29072 | NONE | NA | EDUCATION | $15,000 |
| MARLETTE COMMUNITY SCHOOLS | |||||||
| 6230 EUCLID STREET | MARLETTE | MI | 48453 | NONE | NA | EDUCATION | $16,850 |
| NORTH BRANCH AREA SCHOOLS | |||||||
| 6655 JEFFERSON STREET NORTH | NORTH BRANCH | MI | 48461 | NONE | NA | EDUCATION | $15,000 |
| RICHMOND COMMUNITY SCHOOLS | |||||||
| 35276 DIVISION RD | RICHMOND | MI | 48062 | NONE | NA | EDUCATION | $11,500 |
| ROCHESTER COMMUNITY SCHOOLS | |||||||
| 52585 DEQUINDRE ROAD | ROCHESTER | MI | 48307 | NONE | NA | EDUCATION | $10,000 |
| ROMEO COMMUNITY SCHOOLS | |||||||
| 316 NORTH MAIN STREET | ROMEO | MI | 48065 | NONE | NA | EDUCATION | $10,000 |
| YALE PUBLIC SCHOOLS | |||||||
| 247 SCHOOL DR | YALE | MI | 48097 | NONE | NA | EDUCATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,294 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $437,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,627,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,065,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,065,608 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBRA LANE | ||||||
| 1 | 8449 N 79TH STREET | LONGMONT | CO | 80503 | $10,000 | Yes (X) |
| SUSAN LANE | ||||||
| 2 | 1271 ROMNEY ROAD | BLOOMFIELD HILLS | MI | 48304 | $100,000 | Yes (X) |
| W EUGENE LANE | ||||||
| 3 | 13261 BURGUNDY DRIVE SOUTH | PALM BEACH GARDENS | FL | 33410 | $1,433,168 | Yes (X) |
| MARY K GALLOWAY | ||||||
| 4 | 18301 N CROSS U RANCH ROAD | PRESCOTT | AZ | 86305 | $20,000 | Yes (X) |
| SAMANTHA DAVID | ||||||
| 5 | 813 S RANCHO VISTA DR | PRESCOTT | AZ | 86303 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 39,839.5470 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL | $5,556,781 | $5,619,368 |
| 4,880.7500 SHS VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES | $949,371 | $2,337,391 |
| 67,380.1030 SHS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | $2,245,460 | $2,135,275 |
| 28,583.8960 SHS VANGUARD INTERNATIONAL VALUE FUND | $1,203,600 | $1,072,206 |
| 10,449.3160 SHS VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES | $1,193,440 | $1,061,337 |
| 187,406.2360 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | $1,796,019 | $1,776,611 |
| 69,998.9380 SHS VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES | $722,660 | $721,689 |
| 83,109.4590 SHS VANGUARD INTER-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES | $718,373 | $711,418 |
| 45,862.2110 SHS VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES | $356,499 | $345,342 |
| 45,594.880 SHS VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADMIRAL SHARES | $907,470 | $895,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMITTEE MEMBER COMPENSATION | $2,975 | $0 | $2,975 |
| FOUNDATION SOFTWARE, SUPPORT & TRAINING | $12,122 | $0 | $0 |
| OFFICE EXPENSES | $6,956 | $0 | $0 |
| BANK FEES | $533 | $0 | $0 |
| INVESTMENT MANAGEMENT FEE | $23,995 | $23,995 | $0 |
| PROFESSIONAL DEVELOPMENT | $1,729 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $383 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $42,278 | $0 | $0 |
| FOREIGN TAX EXPENSE | $0 | $6,967 | $0 |
| MICHIGAN ANNUAL REPORT | $20 | $0 | $0 |
Comments