R HUGH ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- R HUGH ELLIOTT FAMILY FOUNDATION (EIN 37-1557038)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-23
- IRS object ID
- 202011759349100641
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-23T11:44:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471988668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUCKETT CLEMENT AND SCHELLENBERG PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 W LONG LAKE RD STE 200 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371557038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R HUGH ELLIOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHUG | BusinessNameControlTxt |
| Phone | 2484752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1882 POND RUN ROAD | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483262768 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R HUGH ELLIOTT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2484752000 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A CLEMENT CPA | PreparerPersonNm |
| PTIN | P00153947 | PTIN |
| Phone | 2489529520 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,312,523 | 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 | $1,949,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,073 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,073 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,092,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,704,658 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,194,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,901,366 | 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 |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,661 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $511,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,683,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,817,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,211,765 | CashBOYAmt |
| Cash EOY | $238,061 | CashEOYAmt |
| Cash EOYFMV | $238,061 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,567,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,165,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,865,441 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $905,178 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,047,928 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,042,373 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,018,274 | OtherAssetsBOYAmt |
| Other Assets EOY | $935,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,166,648 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,703,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,386,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,312,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $9,703,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,386,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,703,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,386,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,703,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,386,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,703,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,683,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,386,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,386,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UBS FIN SVC #46962-PUBLICLY TRADED SECURITIES | P | $260,871 | $231,811 | $29,060 | $29,060 | ||
| UBS FIN SVC #45316-PUBLICLY TRADED SECURITIES | P | $1,716,685 | $1,708,420 | $8,265 | $8,265 | ||
| UBS FIN SVC #45316-PUBLICLY TRADED SECURITIES | P | $1,549,290 | $1,564,315 | -$15,025 | -$15,025 | ||
| UBS FIN SVC #46962-PUBLICLY TRADED SECURITIES | P | $324,322 | $305,789 | $18,533 | $18,533 | ||
| 1074 SHS AMGEN INC | D | $205,869 | $62,680 | $143,189 | $143,189 | 2009-01-07 | 2019-01-28 |
| 3251 SHS APPLE INC | D | $793,886 | $209,404 | $584,482 | $584,482 | ||
| 5992 SHS MICROSOFT | D | $628,976 | $138,587 | $490,389 | $490,389 | 2000-12-26 | 2019-01-28 |
| 4205 SHS JOHNSON & JOHNSON | D | $612,643 | $166,878 | $445,765 | $445,765 | 2019-12-24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,704,658 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $325,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,565,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,570,653 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037500 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $191,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,906,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038925 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,664 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,814,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $174,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,899,998 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044782 | DistributionYr5Rt |
| Total Distribution | 0.210188 | TotalDistributionRt |
| Average Distribution | 0.042038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,727,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $450,943 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $422,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,513 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $30,848 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | R HUGH ELLIOTT | IndividualWithBooksNm |
| Phone | 2484752000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1882 POND RUN | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| R HUGH ELLIOTT | ||||||||
| 1882 POND RUN ROAD | AUBURN HILLS | MI | 48326 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| NANCY N ELLIOTT | ||||||||
| 1882 POND RUN ROAD | AUBURN HILLS | MI | 48326 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHAD K ELLIOTT | ||||||||
| 1882 POND RUN ROAD | AUBURN HILLS | MI | 48326 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $83,104 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,321,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,890,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,890,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,727,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,354 | TotalTaxAmt |
| Distributable Before Adj | $499,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $422,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $421,572 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $421,572 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $499,569 | 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 | R HUGH ELLIOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R HUGH ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1882 POND RUN ROAD | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2484752000 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM PROVIDED - INFORMATION WILL VARY DEPENDING UPON PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DUNBAR EARLY LEARNING | ||||||
| 12100 SE LANTANA AVE | HOBE SOUND | FL | 33455 | N/A | TO PROVIDE EDUCATION SUPPORT | $5,000 |
| IMERMAN ANGELS | ||||||
| 205 W RANDOLPH ST 19TH FL | CHICAGO | IL | 60606 | N/A | TO PROVIDE MEDICAL SUPPORT | $2,000 |
| JUPITER FIRST CHURCH | ||||||
| 1475 INDIAN CREEK PARKWAY | JUPITER | FL | 33458 | N/A | PROVIDE SUPPORT OF A RELIGIOUS ORGANIZATION | $10,000 |
| JUPITER MEDICAL CENTER | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | SUPPORT OPERATIONS OF MEDICAL CENTER | $1,500 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-MENS GOLF | $25,000 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-WOMENS BASKETBALL | $25,000 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-MILITARY APPRECIATION FUND | $100,000 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-WOMENS GOLF | $25,000 |
| DOWNTOWN ROCHESTER | ||||||
| 308 1/2 MAIN ST | ROCHESTER | MI | 48307 | N/A | PROVIDE SUPPORT FOR MEMORIAL GARDENFUNDS TO SUPPORT A MEMORIAL GARDEN | $153,500 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-SCHOOL OF BUSINESS | $50,000 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | PROVIDE SUPPORT OF PUBLIC UNIVERSITY-GOLDEN GRIZZLIES CHAMPION FD | $5,000 |
| OAKLAND UNIVERSITY | ||||||
| JOHN DODGE HOUSE 507 GOLF VIEW | ROCHESTER | MI | 48309 | N/A | ROVIDE SUPPORT OF PUBLIC UNIVERSITY-ATHLETICS COMMUNICATIONS GIFT | $10,000 |
| MOTOR CITY VETERANS HOCKEY | ||||||
| 7426 DIBROVA DR | BRIGHTON | MI | 48116 | N/A | SUPPORT OF VETERANS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $10,073 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $186,635 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,775 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $245,483 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,483 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING |
| 4 | DIVIDENDS FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING |
| 8 | GAINS FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| R HUGH ELLIOTT | |||||||
| 1 | 425 BEACH ROAD APT 10R | JUPITER | FL | 334693806 | $700,000 | Yes (X) | |
| R HUGH ELLIOTT | |||||||
| 2 | 425 BEACH ROAD APT 10R | JUPITER | FL | 334693806 | $635,198 | Yes (X) | |
| R HUGH ELLIOTT | |||||||
| 3 | 425 BEACH ROAD APT 10R | JUPITER | FL | 334693806 | $614,140 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2250 SHARES APPLE INC | $635,198 | 2019-12-23 |
| 3 | 4205 SHS JOHNSON & JOHNSON | $614,140 | 2019-12-23 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,047,928 | EOYBookValueAmt |
| EOYFMV | $1,042,373 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $9,165,350 | EOYBookValueAmt |
| EOYFMV | $10,865,441 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL ANNUITY | Desc |
| BOY Book Value | $1,018,274 | BOYBookValueAmt |
| EOY Book Value | $935,342 | EOYBookValueAmt |
| EOYFMV | $1,166,648 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES-UBS #45316 | $65,115 | $65,115 | $0 |
| INVESTMENT EXPENSES-UBS #46962 | $17,814 | $17,814 | $0 |
| FOREIGN FEES-UBS #45316 | $41 | $41 | $0 |
| INVESTMENT EXPENSES-UBS #46638 | $175 | $175 | $0 |
| FOREIGN TAX-UBS #45316 | $516 | $516 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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