BURT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BURT FOUNDATION (EIN 38-3309907)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349102964
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T17:13:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470899021 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND & COMPANY PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 WEST MICHIGAN AVENUE SUITE 301 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49201 | 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 | 383309907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ERIK H SERR MILLER CANFIELD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 7346632445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST 7TH FLOOR | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA L HOLMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7346632445 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | HOLMES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINA M HEAP | PreparerPersonNm |
| PTIN | P01619891 | PTIN |
| Phone | 5177898900 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,182,928 | 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 | $159,735 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $656,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $638,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $644,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,418,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $644,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,460,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,282,801 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $18,558 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,558 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,005 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $947 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,419,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,419,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,455,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,419,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,257,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,514 | CashBOYAmt |
| Cash EOY | $151,326 | CashEOYAmt |
| Cash EOYFMV | $151,326 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,083,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,023,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,134,342 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,029,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,979,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,897,260 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,201,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,154,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,182,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,201,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,154,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,201,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,154,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,201,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,154,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,201,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,206,322 | SubtotalAmt |
| Other Decreases | $52,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,154,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK ENHANCED EQUITY DIVIDEND | P | 2019-11-29 | 2020-11-23 | $25,345 | $25,441 | -$96 | -$96 |
| TEXTRON INC | P | 1990-10-01 | 2020-11-23 | $63,007 | $1,058 | $61,949 | $61,949 |
| JOHN HANCOCK HEDGED EQUITY & INCOME | P | 2019-12-31 | 2020-11-19 | $7,073 | $7,187 | -$114 | -$114 |
| VIATRIS | P | 2008-01-25 | 2020-12-03 | $4,111 | $2,407 | $1,704 | $1,704 |
| RAYTHEON TECHNOLOGIES | P | 2020-04-03 | 2020-04-03 | $3 | $3 | $3 | |
| WEYERHAEUSER CO | P | 1990-03-22 | 2020-11-20 | $71,771 | $13,331 | $58,440 | $58,440 |
| BLACKROCK ENHANCED EQUITY DIVIDEND | P | 2013-01-31 | 2020-11-23 | $258,330 | $223,079 | $35,251 | $35,251 |
| CARRIER GLOBAL CORP | P | 2018-11-28 | 2020-12-03 | $55,889 | $36,484 | $19,405 | $19,405 |
| FOX CORP CL B | P | 2019-03-19 | 2020-11-23 | $45,998 | $67,015 | -$21,017 | -$21,017 |
| FUNDAMENTAL INVS INC | P | 2017-06-15 | 2020-01-08 | $22,949 | $22,545 | $404 | $404 |
| GROWTH FUND AMERICA | P | 2017-12-21 | 2020-01-08 | $20,232 | $19,214 | $1,018 | $1,018 |
| JOHN HANCOCK HEDGED EQUITY & INCOME | P | 2014-09-29 | 2020-11-19 | $55,051 | $70,235 | -$15,184 | -$15,184 |
| OTIS WORLDWIDE CORP | P | 2018-11-28 | 2020-11-19 | $50,080 | $51,027 | -$947 | -$947 |
| TEMPLETON GLOBAL BOND FUND CL A | P | 2013-06-12 | 2020-11-19 | $147,797 | $186,640 | -$38,843 | -$38,843 |
| AT & T INC | P | 1990-10-01 | 2020-11-24 | $6,005 | $3,720 | $2,285 | $2,285 |
| ARCHER-DANIELS-MIDLND CO | P | 1999-07-07 | 2020-11-24 | $174,508 | $42,234 | $132,274 | $132,274 |
| KELLOGG COMPANY | P | 1990-10-01 | 2020-12-03 | $123,826 | $2,205 | $121,621 | $121,621 |
| RAYTHEON TECHNOLOGIES CORP | P | 1990-10-01 | 2020-04-03 | $13 | $3 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $644,543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$207 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,476 | SubtotalAmt |
| Tax Based On Investment Income | $17,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $6,496 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | ERIK H SERR | IndividualWithBooksNm |
| Phone | 7346632445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST | AddressLine1Txt |
| Address Line2 | 7TH FLOOR | AddressLine2Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | TREASURER | 2.00 | $0 | $0 | $0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTINE M HOLMES | |||||||||
| 1010 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ERIK H SERR | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,602,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,911,201 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,911,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $433,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,477,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,423,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,423,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,476 | TotalTaxAmt |
| Distributable Before Adj | $1,406,401 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,406,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,406,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,419,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,419,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,419,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,406,401 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $18,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,419,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,406,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,599 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,107 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,436 | ExcessFromYear4Amt |
| Excess From Year2 | $18,970 | ExcessFromYear2Amt |
| Excess From Year1 | $26,102 | ExcessFromYear1Amt |
| Excess From Current Year | $12,599 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA HOLMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SANCTUARY | |||||||||
| BEST FRIENDS ANIMAL SANCTUARY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $100,000 |
| BURT LAKE PRESERVATION ASSOC | |||||||||
| BURT LAKE PRESERVATION ASSOCIATION | P O BOX 632 | P O BOX 632 | INDIAN RIVER | MI | 49749 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $15,000 |
| CHEBOYGAN CO HUMANE SOCIETY | |||||||||
| CHEBOYGAN CO HUMANE SOCIETY | 1536 HACKLEBURG ROAD | 1536 HACKLEBURG ROAD | CHEBOYGAN | MI | 49721 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $35,000 |
| DETROIT ZOOLOGICAL SOCIETY | |||||||||
| DETROIT ZOOLOGICAL SOCIETY | 8450 W 10 MILE ROAD | 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $15,000 |
| HORSES HAVEN | |||||||||
| HORSES HAVEN | P O BOX 166 | P O BOX 166 | HOWELL | MI | 48844 | NONE | PC | USED CONSISTENT W/501(C)(3) STATUS | $40,000 |
| HUMANE SOCIETY OF HURON V | |||||||||
| HUMANE SOCIETY OF HURON VALLEY | 3100 CHERRY HILL ROAD | 3100 CHERRY HILL ROAD | ANN ARBOR | MI | 48105 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $75,000 |
| LEGACY LAND CONSERVANCY | |||||||||
| LEGACY LAND CONSERVANCY | 1100 NORTH MAIN STREET | 1100 NORTH MAIN STREET | ANN ARBOR | MI | 48104 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| LITTLE TRAVERSE BAY HUMAN | |||||||||
| LITTLE TRAVERSE BAY HUMANE SOCIETY | 1300 W CONWAY ROAD | 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $50,000 |
| LITTLE TRAVERSE CONSERVAN | |||||||||
| LITTLE TRAVERSE CONSERVANCY | 3264 POWELL ROAD | 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| MICHIGAN ANIMAL RESCUE LE | |||||||||
| MICHIGAN ANIMAL RESCUE LEAGUE | 720 FEATHERSTONE | 720 FEATHERSTONE | PONTIAC | MI | 48342 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $85,000 |
| MICHIGAN ANTI-CRUELTY SOC | |||||||||
| MICHIGAN ANTI-CRUELTY SOCIETY | 13569 JOSEPH CAMPAU ST | 13569 JOSEPH CAMPAU ST | DETROIT | MI | 48212 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $85,000 |
| MICHIGAN HUMANE SOCIETY | |||||||||
| MICHIGAN HUMANE SOCIETY | 26711 NORTHWESTERN HWY S | 26711 NORTHWESTERN HWY | SOUTHFIELD | MI | 48034 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $20,000 |
| PAWS WITH A CAUSE | |||||||||
| PAWS WITH A CAUSE | 2660 AUBURN ROAD | 2660 AUBURN ROAD | AUBURN HILLS | MI | 48326 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $125,000 |
| SASHA FARM | |||||||||
| SASHA FARM | P O BOX 222 | P O BOX 222 | MANCHESTER | MI | 48158 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $20,000 |
| SOUTHEAST MICHIGAN LAND | |||||||||
| SOUTHEST MICHIGAN LAND CONSERVANCY | 8383 VREELAND ROAD | 8383 VREELAND ROAD | SUPERIOR TOWNSHIP | MI | 48198 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| TIP OF THE MITT WATERSHED | |||||||||
| TIP OF THE MITT WATERSHED | 426 BAY STREET | 426 BAY STREET | PETOSKEY | MI | 49770 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $50,000 |
| TRAILS END WILDLIFE REFUG | |||||||||
| TRAILS END WILDLIFE REFUGE | 3974 N CARDINAL CREST | 3974 N CARDINAL CREST | MARTINSVILLE | IN | 46151 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $4,000 |
| UMRC FOUNDATION | |||||||||
| UNITED METHODIST RETIREMENT HERITAGE FOUNDATION | 805 W MIDDLE STREET | 805 W MIDDLE STREET | CHELSEA | MI | 48118 | NONE | SO I | USED CONSISTENT W/ 501(C)(3) STATUS | $100,000 |
| ALLIANCE FOR THE GREAT LAKES | |||||||||
| ALLIANCE FOR THE GREAT LAKES | 150 N MICHIGAN AVE STE 7 | 150 N MICHIGAN AVE STE 7 | CHICAGO | IL | 60601 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $50,000 |
| DOG IS MY COPILOT INC | |||||||||
| DOG IS MY COPILOT INC | P O BOX 3399 | P O BOX 3399 | JACKSON | WY | 83001 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $75,000 |
| HOPE ANIMAL SHELTER INC | |||||||||
| HOPE ANIMAL SHELTER INC | P O BOX 1996 | P O BOX 1996 | CONTARO | AZ | 85652 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| PIMA COUNCIL ON AGING INC | |||||||||
| PIMA COUNCIL ON AGING INC | 8467 E BROADWAY BLVD | 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $100,000 |
| PIMA PAWS FOR LIFE | |||||||||
| PIMA PAWS FOR LIFE | 2555 W ZINNIA AVE | 2555 W ZINNIA AVE | TUCSON | AZ | 85705 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| TUCSON WILDLIFE CENTER INC | |||||||||
| TUCSON WILDLIFE CENTER INC | P O BOX 18320 | P O BOX 8320 | TUCSON | AZ | 85931 | NONE | PC | CONSISTENT W/ 501(C)(3) STATUS | $50,000 |
| HERMITAGE NO KILL CAT SHELTER | |||||||||
| MERMITAGE NO KILL CAT SHELTER | P O BOX 13508 | P O BOX 13508 | TUCSON | AZ | 85732 | NONE | PC | CONSISTENT W/501(C)(3) STATUS | $25,000 |
| FRIENDS OF PIMA CO ANIMAL CARE | |||||||||
| FRIENDS OF PIMA CO ANIMAL CARE | P O BOX 85370 | P O BOX 85370 | TUCSON | AZ | 85754 | NONE | PC | CONSISTENT W/501(C)(3) STATUS | $100,000 |
| DIG DEEP INC | |||||||||
| DIG DEEP INC | P O BOX 26779 | P O BOX 26779 | LOS ANGELES | CA | 90026 | NONE | PC | USED CONSISTENT W/ 501(C)(3) STATUS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,419,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $656,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,301,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,301,051 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA L HOLMES | BusinessNameLine1Txt |
| Business Name Line2 | ANDREA L HOLMES | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ERIK SERR MILLER CANFIELD | AddressLine1Txt |
| Address Line2 | 101 N MAIN STREET 7TH FLOOR | AddressLine2Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $159,735 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES BANK NEW YORK MELLON | $40,280 | 2020-12-22 |
| 1 | 4416 SHARES MORGAN STANLEY & CO | $294,282 | 2020-12-22 |
| 1 | 3000 SHARES COCA-COLA COMPANY | $158,280 | 2020-12-22 |
| 1 | 1191 SHARES VIATRIS INC | $21,128 | 2020-12-22 |
| 1 | 10000 SHARES HSBC HOLDINGS PLC-S | $255,300 | 2020-12-22 |
| 1 | 5000 SHARES TEXTRON INC | $241,550 | 2020-12-23 |
| 1 | 1430 SHARES INGEVITY CORP | $103,203 | 2020-12-22 |
| 1 | 3000 SHARES KELLOGG COMPANY | $183,570 | 2020-12-22 |
| 1 | 465 SHARES MICROSOFT CORP | $104,132 | 2020-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,005 | Amt |
| Net Investment Income | $6,005 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $17,602 | $524,370 |
| AMERIPRISE FIN INC | $2,343 | $237,860 |
| APPLE INC | $96,292 | $530,760 |
| ARCHER-DANIELS-MIDLAND CO | $74,233 | $352,870 |
| AT & T | $204,788 | $718,540 |
| BANK NEW YORK MELLON CORP | $129,255 | $289,441 |
| BANK OF AMERICA CORP | $212,034 | $303,100 |
| CHARTER COMMUNICATIONS | $20,942 | $269,912 |
| CHEVRON CORP. | $25,017 | $422,250 |
| CITIGROUP INC | $126,292 | $123,320 |
| COCA-COLA COMPANY | $78,142 | $987,120 |
| COMCAST | $106,891 | $1,013,311 |
| CORTEVA INC | $4,878 | $63,888 |
| DISCOVER FINANCIAL | $6,622 | $199,890 |
| DISNEY | $62,711 | $373,956 |
| DOW CHEMICAL | $9,526 | $91,575 |
| DTE ENERGY | $30,901 | $83,894 |
| DUPONT DE NEMOURS | $13,979 | $117,332 |
| DXC TECHNOLOGY CO | $17,009 | $22,119 |
| EXXON MOBIL CORP | $59,890 | $577,080 |
| FORD MOTOR CO | $67,712 | $153,658 |
| FOX CORP | ||
| GENERAL ELECTRIC CO | $87,288 | $274,968 |
| HERSHEY COMPANY | $28,884 | $761,650 |
| HSBC HOLDINGS PLC | $91,998 | $354,656 |
| IBM | $6,165 | $59,793 |
| INDUSTRIAL SELECT ETF SECTOR | $51,684 | $61,985 |
| INGEVITY CORP | $8,489 | $108,294 |
| JOHNSON & JOHNSON | $26,612 | $1,397,534 |
| KELLOGG CO | $14,327 | $808,990 |
| KIMBERLY-CLARK CORP | $57,110 | $539,320 |
| MASCO CORP | $44,815 | $274,650 |
| MOODYS | $30,530 | $1,160,960 |
| PEPSICO INCORPORATED | $58,959 | $1,483,000 |
| PFIZER | $43,878 | $73,620 |
| PROCTOR & GAMBLE | $1,084 | $1,391,400 |
| RAYTHEON | $118,606 | $180,277 |
| ROCKWELL AUTOMATION | $9,396 | $1,003,240 |
| SECTOR SPDR TR | $435,757 | $1,950,300 |
| SELECT SECTOR SPDR F ETF HEALTH | $86,122 | $113,440 |
| SPDR S&P REGNL BNKG ETF | $176,184 | $155,850 |
| TEXTRON | $7,777 | $483,300 |
| TOPBUILD CORP | $19,763 | $306,677 |
| UNITED TECHNOLOGIES CORP | ||
| VANGUARD INFORMATION | $102,400 | $707,580 |
| VERIZON COMMUNICATIONS | $29,147 | $168,671 |
| VIATRIS INC | $8,473 | $22,319 |
| WEYERHAEUSER CO | $43,145 | $335,300 |
| YUM BRANDS | $8,475 | $1,085,600 |
| YUM CHINA HOLDINGS INC | $4,390 | $685,080 |
| ZIMMER HOLDINGS | $18,684 | $323,589 |
| MICROSOFT CORP | $2,550 | $103,425 |
| MORGAN STANLEY & CO | $33,536 | $302,628 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER BALANCED FD CLASS A | AT COST | $238,838 | $272,301 |
| BLACKROCK ENHANCED EQUITY | AT COST | ||
| BLACKROCK FUNDS TECHNOLOGY OPPORTUNI | AT COST | $103,984 | $157,393 |
| BLACKROCK HEALTH SCIENCES | AT COST | $1,048,472 | $1,489,351 |
| CAPITAL INCOME BLDR | AT COST | $83,622 | $104,542 |
| CAPITAL WORLD GROWTH | AT COST | $156,828 | $256,543 |
| FIDELITY ADVISOR SER VII | AT COST | $234,318 | $258,370 |
| FIRST EAGLE US VALUE | AT COST | ||
| FRANKLIN INCOME FUND | AT COST | $1,415,722 | $1,414,845 |
| FUNDAMENTAL INVS INC | AT COST | $233,098 | $412,290 |
| GROWTH FUND AMERICA | AT COST | $232,935 | $474,111 |
| INCOME FUND AMERICA | AT COST | $92,218 | $125,070 |
| JOHN HANCOCK HEDGED EQUITY | AT COST | ||
| MFS GROWTH | AT COST | $277,128 | $547,505 |
| MFS SER TR I TECHNOLOGY | AT COST | $1,511,726 | $3,001,591 |
| NEW PERSPECTIVE FD | AT COST | $103,047 | $186,545 |
| TEMPLETON GLOBAL BOND FD | AT COST | $247,516 | $196,803 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,558 | LegalFeesAmt |
| Net Investment Income | $18,558 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO ORIGINAL COST OF INVESTMENTS | Desc |
| Amt | $52,257 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $11,455 | |
| FOREIGN TAXES WITHHELD | $927 | $927 |
| MICHIGAN ANNUAL INFORMATION UPDA | $20 | $20 |
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