SINAI MEDICAL STAFF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SINAI MEDICAL STAFF FOUNDATION (EIN 23-7078893)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-11
- IRS object ID
- 202133159349103318
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:35:47-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 500 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237078893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINAI MEDICAL STAFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SINA | BusinessNameControlTxt |
| Phone | 2486424260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 TELEGRAPH ROAD | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ROBERT MICHAEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2486424260 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ROBERT MICHAEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,411,821 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $484,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,163 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,801,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,910,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,801,733 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,285,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,285,896 | 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 |
| Legal Fees Rev And Expnss | $18,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,418 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,417 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,076 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,965,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,264,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $388,787 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $40,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,799 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,374,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,401,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,401,292 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $660,558 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,969,730 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,969,730 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,423,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,411,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,411,821 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $73,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,423,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,338,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,423,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,338,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,423,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,411,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,423,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,965,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,300 | OtherIncreasesAmt |
| Subtotal | $6,395,592 | SubtotalAmt |
| Other Decreases | $1,057,271 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,338,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,910,734 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,109,001 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,801,733 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,801,733 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,801,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,762 | 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 | $3,762 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27,712 | 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 |
| Form990 PF Filed With Atty Gen | 0 | 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 | WWW.SINAIDETROITMEDICALFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOROTHY BENYAS | IndividualWithBooksNm |
| Phone | 2486424260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 TELEGRAPH ROAD | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A KARBEL PLLC | ||||||||
| 2000 TOWN CENTER SUITE 1625 | SOUTHFIELD | MI | 48075 | FOUNDATION MANAGER | 0.00 | $0 | $0 | $0 |
| ROBERT S MICHAELS | ||||||||
| 29877 TELEGRAPH RD SUITE 300 | SOUTHFIELD | MI | 48034 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARC FELDMAN MD | ||||||||
| 22162 MALDEN | FARMINGTON HILLS | MI | 48336 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| GAYLORD D ALEXANDER | ||||||||
| 1330 E INDIAN MOUND | BLOOMFIELD HILLS | MI | 48322 | SECRETARY/TREASURER | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,953,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,074,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,074,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,998,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,474 | TotalTaxAmt |
| Distributable Before Adj | $218,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,300 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $224,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,753 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,753 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,630 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRESH AIR SOCIETY | ||||||
| 6735 TELEGRAPH | BLOOMFIELD HILLS | MI | 48301 | PC | TO SUPPORT THE NEEDS OF CHILDREN | $37,500 |
| KADIMA | ||||||
| 15999 W 12 MILE RD | SOUTHFIELD | MI | 48076 | PC | TO SUPPORT INDIVIDUALS WITH SPECIAL NEEDS | $15,000 |
| KIDS KICKING CANCER | ||||||
| 27600 NORTHWESTERN HWY SUITE 200 | SOUTHFIELD | MI | 48304 | PC | TO SUPPORT SICK CHILDREN | $36,000 |
| PROJECT HEALTHY COMMUNITY | ||||||
| 401 N MAIN ST | ROYAL OAK | MI | 48067 | PC | TO PROMOTE HEALTHY EDUCATION AND SUPPORT | $50,000 |
| UNIVERSITY OF MICHIGAN - MICHIGAN MEDICINE | ||||||
| 3003 S STATE ST | ANN ARBOR | MI | 48109 | PC | TO SUPPORT MEDICAL RESEARCH | $62,500 |
| ALZHEIMERS ASSOCIATION | ||||||
| 20300 CIVIC CENTER DR 100 | SOUTHFIELD | MI | 48076 | PC | TO SUPPORT MEDICAL RESEARCH | $100 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10028 | PC | TO PREVENT ANIMAL CRUELTY | $100 |
| HOLOCAUST MEMORIAL CENTER | ||||||
| 28123 ORCHARD LAKE RD | FARMINGTON HILLS | MI | 48334 | PC | TO PRESERVE THE PAST AND PROTECT THE FUTURE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,200 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MICHIGAN - MICHIGAN MEDICINE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 S STATE ST | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT MEDICAL RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $62,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $62,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,801,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,285,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,285,896 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,835 | Amt |
| Net Investment Income | $1,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,417 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARDING LOEVNER GLOBAL EQUITY | $453,064 | $453,064 |
| ADVISERS INVT INDEPENDENT | $982,381 | $982,381 |
| CAUSEWAY INTERNATIONAL VALUE | $250,258 | $250,258 |
| FMI INTERNATIONAL FUNDS | $241,619 | $241,619 |
| FIRST EAGLE GLOBAL I | $398,918 | $398,918 |
| AEON GLOBAL EQUITY | $288,352 | $288,352 |
| PZENA EMERGING MARKETS | $152,586 | $152,586 |
| RBC EMERGING MARKETS | $138,371 | $138,371 |
| PRINCIPAL DIVERSIFIED REAL ASSET INST | $495,743 | $495,743 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IR&M CORE BOND FUND II LLC | FMV | $796,378 | $796,378 |
| CANYON VALUE REALIZATION LTD | FMV | $285,208 | $285,208 |
| PENTWATER EVENT FUND LTD | FMV | $164,777 | $164,777 |
| PENTWATER EVENT FUND LTD HOLDBACK | FMV | $17,102 | $17,102 |
| RIMROCK HIGH INCOME PLUS FUND | FMV | $225,862 | $225,862 |
| WATERFALL EDEN FUND, LTD | FMV | $35,449 | $35,449 |
| EMSO SAGUARO LTD | FMV | $70,999 | $70,999 |
| SIGULER GUFF DISTRESSED OPP FUND | FMV | $6,918 | $6,918 |
| PAUL CAPITAL PARTNERS IX LP | FMV | $7,366 | $7,366 |
| NB CROSSROADS FUND 23 | FMV | $19,562 | $19,562 |
| PIMCO DISTRESSED FUND II | FMV | $96,377 | $96,377 |
| BAIN CAPITAL MIDDLE MARKET | FMV | $13,892 | $13,892 |
| PIMCO BRAVO FUND III | FMV | $62,606 | $62,606 |
| PIMCO COMMERCIAL RE DEBT FUND LP | FMV | $57,864 | $57,864 |
| TSSP CAPITAL SOLUTIONS | FMV | $27,255 | $27,255 |
| CASTLELAKE INCOME OPPORTUNITIES | FMV | $82,115 | $82,115 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $18,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,057,271 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE EXPENSES | $960 | $0 | $960 |
| INSURANCE EXPENSES | $989 | $495 | $494 |
| OTHER FEES | $127 | $64 | $63 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERIES | Desc |
| Amt | $6,300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $28,633 | Amt |
| Net Investment Income | $19,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
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