THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION (EIN 30-0081622)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202011539349100026
- Schema version
- 2019v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-01T13:27:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4468 OAK BRIDGE DR | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485325422 | 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 | 300081622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R & MILDRED B BURT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9897536486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON TUNNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9897536486 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MILLSAP | PreparerPersonNm |
| PTIN | P01080174 | PTIN |
| Phone | 8107323000 | PhoneNum |
| Preparation | 2020-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.34.166.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-01 | IPDt |
| IP Tm | 13:27:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 245D922C6A4665223C9AA81ED02B51BB16EA3832 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02ED13FF95B9312C7A6C7406C52CCD603751B690 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,818,323 | 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 | $204,481 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,596 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,596 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,471 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $323,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,793 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,406 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,522 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,352 | CashBOYAmt |
| Cash EOY | $60,527 | CashEOYAmt |
| Cash EOYFMV | $60,527 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,518,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,625,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,011,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,707,221 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,721,795 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,746,577 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,291,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,407,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,818,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,291,226 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,407,361 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,291,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,407,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,291,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,407,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,291,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,621 | OtherIncreasesAmt |
| Subtotal | $3,407,361 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,407,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 962-0 NONCOVERED | P | 2019-07-09 | $10 | $10 | $10 | ||
| GOLDMAN SACHS 962-0 COVERED | P | 2019-10-09 | $32,512 | $4,213 | $4,213 | 2017-02-01 | $28,299 |
| GOLDMAN SACHS 962-0 COVERED | P | 2019-12-16 | $14,122 | $998 | $998 | 2019-02-21 | $13,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,471 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $998 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,470,003 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,205,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042109 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,739,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,396 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,545,134 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,431 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,367,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053399 | DistributionYr5Rt |
| Total Distribution | 0.239919 | TotalDistributionRt |
| Average Distribution | 0.047984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,698,829 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,068 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,068 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,068 | SubtotalAmt |
| Tax Based On Investment Income | $1,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,770 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $1,693 | OverpaymentAmt |
| Applied To ES Tax | $1,693 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWN SNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9897536486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DRIVE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JASON TUNNEY | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW MOELLER | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| SHAWN SNY | ||||||||
| 525 MORLEY DR | SAGIANW | MI | 48601 | SECRETARY/TR | 1.00 | $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 | $3,538,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,755,156 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,755,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,698,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,068 | TotalTaxAmt |
| Distributable Before Adj | $183,873 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $183,873 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $183,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,068 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,932 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,137 | UndistributedIncomePYAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,137 | AppliedToYear1Amt |
| Applied To Current Year | $183,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,990 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,990 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHAWN SNY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9897536486 | RecipientPhoneNum |
| Recipient Email Address | SSNY@DUROLAST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VALLEY LUTHERAN HIGH SCHOOL | |||||||
| 3560 MCCARTY RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $50,000 |
| VALLEY LUTHERAN HIGH SCHOOL | |||||||
| 3560 MCCARTY RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $30,000 |
| NCC LEGACY OF FAITH | |||||||
| 255 WIENEKE RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | LEGACY CAMPAIGN | $5,000 |
| CONCORDIA UNIVERSITY | |||||||
| 4090 GEDDES RD | ANN ARBOR | MI | 48105 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $5,000 |
| BETHLEHEM LUTHERAN | |||||||
| 2777 HERMANSAU | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $30,000 |
| PEACE LUTHERAN ELEMENTARY SCHOOL | |||||||
| 3161 LAWNDALE | SAGINAW | MI | 48603 | NONE | 501(C)(3) | STUDENT ASSISTANCE | $5,000 |
| SHEBOYGAN CHRISTIAN SCHOOL | |||||||
| 418 GEELE AVE | SHEBOYGAN | WI | 53083 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $15,000 |
| NOUVEL CATHOLIC CENTRAL HIGH SCHOOL | |||||||
| 2555 WIENEKE RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $20,000 |
| HOLY CROSS LUTHERAN | |||||||
| 610 COURT ST | SAGINAW | MI | 48602 | NONE | 501(C)(3) | STUDENT ASSISTANCE | $10,000 |
| SAINT GERARD SOCIETY | |||||||
| PO BOX 6883 | SAGINAW | MI | 486086883 | NONE | 501(C)(3) | STUDENT ASSISTANCE | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,596 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,793 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DURO-LAST ROOFING | ||||||
| 1 | 525 MORLEY DR | SAGINAW | MI | 48601 | $108,308 | Yes (X) |
| TIP-TOP SCREW MANUFACTURING | ||||||
| 2 | 4183 FORREST | OSCODA | MI | 48750 | $13,403 | Yes (X) |
| OSCODA PLASTICS INC | ||||||
| 3 | 5585 NORTH HURON AVE | OSCODA | MI | 48750 | $14,481 | Yes (X) |
| PLASTATECH ENGINEERING LTD | ||||||
| 4 | 725 MORLEY DR | SAGINAW | MI | 48601 | $68,289 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,721,795 | EOYBookValueAmt |
| EOYFMV | $1,746,577 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTAL FUNDS | $1,433,123 | $1,742,047 |
| CORPORATE STOCK | $191,916 | $269,172 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| STATE OF MICHIGAN | $20 | $20 |
| MISCELLANEOUS | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL - NONDIVIDEND DISTRIBUTION | $9,528 |
| COST BASIS ADJUSTMENT | $4,093 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,406 | Amt |
| Net Investment Income | $10,406 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - 593 | $1,522 | $1,522 |
| FEDERAL TAXES | $3,810 |
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