KUZAK FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KUZAK FAMILY FOUNDATION (EIN 81-6923316)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-26
IRS object ID
202001789349100705
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-26T09:13:44-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 RENAISSANCE CENTERAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816923316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KUZAK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKUZABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 ROTARY CTAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2487913730PhoneNum
Signature2020-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A FAVOR JRPreparerPersonNm
PTINP01242390PTIN
Phone3133963733PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$497,774FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,617ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,642DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$168,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$349,486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$168,636CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$278,895TotalRevAndExpnssAmt
Total Net Invst Incm$177,278TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,410AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,205AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,205AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,772OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,386OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,386OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,591TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,591TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,713ExcessRevenueOverExpensesAmt
Net Investment Income$173,687NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,456CashBOYAmt
Cash EOY$131,441CashEOYAmt
Cash EOYFMV$131,441CashEOYFMVAmt
Acct Rcvbl$663AcctRcvblAmt
Acct Rcvbl BOY$128AcctRcvblBOYAmt
Acct Rcvbl EOY$663AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$663AcctRcvblEOYFMVAmt
Corporate Stock BOY$56,229CorporateStockBOYAmt
Corporate Stock EOY$38,617CorporateStockEOYAmt
Corporate Stock EOYFMV$156,566CorporateStockEOYFMVAmt
Other Investments BOY$123,349OtherInvestmentsBOYAmt
Other Investments EOY$206,154OtherInvestmentsEOYAmt
Other Investments EOYFMV$209,104OtherInvestmentsEOYFMVAmt
Total Assets BOY$259,162TotalAssetsBOYAmt
Total Assets EOY$376,875TotalAssetsEOYAmt
Total Assets EOYFMV$497,774TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$259,162RetainedEarningBOYAmt
Retained Earning EOY$376,875RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$259,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$376,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$376,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,713ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$376,875SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$376,875TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #16007 - SEE ATTACHED$2,832$2,837-$5-$5
UBS #16007 - SEE ATTACHED$346,654$178,013$168,641$168,641
FieldValueIRS element (for citing)
Capital Gain Net Income$168,636CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$124,995AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$253,477NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.493122DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,608AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$155,598NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.402370DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,344NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.976190DistributionYr3Rt
Total Distribution3.871682TotalDistributionRt
Average Distribution1.290561AverageDistributionRt
Net Vl Noncharitable Assets$339,222NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$437,787AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,737NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$439,524AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$157,591QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,474InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,474SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,474TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,215EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,215TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,259TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDERRICK KUZAK TRUSTEEIndividualWithBooksNm
Phone2482607171PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1125 ROTARY CTAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 ROTARY CTAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$205,347AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$139,041AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$344,388TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$344,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,166CashDeemedCharitableAmt
Net Vl Noncharitable Assets$339,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,961MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,961MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,474TaxBasedOnInvestmentIncomeAmt
Total Tax$3,474TotalTaxAmt
Distributable Before Adj$13,487DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,487DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,487DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,591ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,591QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$157,591AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,487DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,992ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$56,735ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$113,120ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$173,847TotalExcessDistributionCyovAmt
Qualifying Distributions$157,591QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,487AppliedToCurrentYearAmt
Remaining Distri From Corpus$144,104RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$317,951TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$317,951ExcessDistriCyovToNextYrAmt
Excess From Year3$3,992ExcessFromYear3Amt
Excess From Year2$56,735ExcessFromYear2Amt
Excess From Year1$113,120ExcessFromYear1Amt
Excess From Current Year$144,104ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDERRICK KUZAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218PCCONTRIBUTION MADE TO THE KUZAK FAMILY FOUNDATION SCHOLARSHIP$20,000
NATIONAL SHRINE OF THE LITTLE FLOWER BASILICA
2100 W 12 MILE RDROYAL OAKMI48073PCCONTRIBUTION TO VARIOUS FUNDS OF THE PARISH AND SCHOOLS$44,000
UNIVERSITY OF DETROIT-MERCY
4001 W MCNICHOLSDETROITMI48221PCCONTRIBUTION MADE TO THE KUZAK FAMILY FOUNDATION SCHOLARSHIP$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$168,636ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$177,278ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$177,278TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DERRICK KUZAK
1125 ROTARY CTAUBURN HILLSMI48326$81,201Yes (X)
DERRICK KUZAK
2125 ROTARY CTAUBURN HILLSMI48326$63,000Yes (X)
DERRICK KUZAK
3125 ROTARY CTAUBURN HILLSMI48326$56,823Yes (X)
DERRICK KUZAK
4125 ROTARY CTAUBURN HILLSMI48326$17,382Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1460 SHS HONEYWELL INTL INC; BASIS $24,731$81,201
3367 SHS OF MICROSOFT CORP; BASIS $10,246$56,823
41,857 SHS OF FORD MOTOR CO ; BASIS $3,640$17,382

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX, LLPCategoryTxt
Amt$4,410Amt
Net Investment Income$2,205NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,205DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FORD MOTOR CO COM NEW - 1,857 SHS$3,640$17,270
MICROSOFT CORP - 200 SHS$5,594$31,540
MICROSOFT CORP - 167 SHS$4,652$26,336
HONEYWELL INTL INC - 300 SHS$13,455$53,100
HONEYWELL INTL INC - 160 SHS$11,276$28,320

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT BOND DEBENTURE FUND CLASS F - 12,988.767 SHSAT COST$102,527$105,469
PIMCO INCOME FUND CLASS 12 - 8,607.567 SHSAT COST$103,627$103,635

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$2,772Amt
Net Investment Income$1,386NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,386DisbursementsCharitablePrpsAmt

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