GORDON J HAMMERSLEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GORDON J HAMMERSLEY FOUNDATION (EIN 35-2218935)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349101566
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T11:23:50-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBAUM ROLLINS & OLAH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30057 ORCHARD LAKE ROAD SUITE 100 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | 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 | 352218935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GORDON J HAMMERSLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 4198747201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1459 WOODSTREAM ROAD | AddressLine1Txt |
| City | PERRYSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 435511091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JEFFREY R HAMMERSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4198747201 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARYL T ROLLINS CPA | PreparerPersonNm |
| PTIN | P01234780 | PTIN |
| Phone | 2488556640 | PhoneNum |
| Preparation | 2020-07-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.113.63.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 11:23:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C62A7563C25F35369EEBC51F39D584C1A2455A48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F6A1340671D38CB385007507EC9D9DFCA0C9572 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,713,669 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,239 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,239 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $66,790 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,029 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,239 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,270 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $584 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $584 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,854 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,854 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,385 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,570 | CashBOYAmt |
| Cash EOY | $33,199 | CashEOYAmt |
| Cash EOYFMV | $33,199 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $543,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $506,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,163,226 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $500,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $537,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $516,224 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,075 | OtherAssetsBOYAmt |
| Other Assets EOY | $662 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,020 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,089,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,077,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,713,669 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,089,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,077,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,089,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,077,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,089,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,077,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,089,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66,790 | OtherIncreasesAmt |
| Subtotal | $1,089,047 | SubtotalAmt |
| Other Decreases | $11,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,077,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS NO. 13841 ST (ATTACHED) | P | 2019-01-01 | 2019-12-31 | $713 | $0 | $807 | -$94 | $0 | $0 | $0 | -$94 |
| UBS NO. 13841 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $161,604 | $0 | $162,265 | -$661 | $0 | $0 | $0 | -$661 |
| UBS NO. 13841 CAP GAIN DISTRIBUTIONS | P | 2018-01-01 | 2019-12-31 | $332 | $0 | $0 | $332 | $0 | $0 | $0 | $332 |
| UBS NO. 13841 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $4,966 | $0 | $2,775 | $2,191 | $0 | $0 | $0 | $2,191 |
| UBS NO. 13842 ST (ATTACHED) | P | 2019-01-01 | 2019-12-31 | $2,541 | $0 | $2,221 | $320 | $0 | $0 | $0 | $320 |
| UBS NO. 13842 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $21,901 | $0 | $20,975 | $926 | $0 | $0 | $0 | $926 |
| UBS NO. 13844 ST (ATTACHED) | P | 2019-01-01 | 2019-12-31 | $7,599 | $0 | $8,044 | -$445 | $0 | $0 | $0 | -$445 |
| UBS NO. 13844 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $47,351 | $0 | $30,106 | $17,245 | $0 | $0 | $0 | $17,245 |
| UBS NO. 13844 CAP GAIN DISTRIBUTIONS | P | 2018-01-01 | 2019-12-31 | $2 | $0 | $0 | $2 | $0 | $0 | $0 | $2 |
| UBS NO. 13845 ST (ATTACHED) | P | 2019-01-01 | 2019-12-31 | $8,823 | $0 | $9,283 | -$460 | $0 | $0 | $0 | -$460 |
| UBS NO. 13845 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $92,369 | $0 | $50,357 | $42,012 | $0 | $0 | $0 | $42,012 |
| UBS NO. 13845 LT (ATTACHED) | P | 2018-01-01 | 2019-12-31 | $6,738 | $0 | $1,316 | $5,422 | $0 | $0 | $0 | $5,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,790 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$679 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,456 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,512,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,756 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,452,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,343,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,310 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,429,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053369 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,421,274 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053240 | DistributionYr5Rt |
| Total Distribution | 0.261810 | TotalDistributionRt |
| Average Distribution | 0.052362 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,534,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $882 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,223 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,546 | 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 | $882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,131 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $633 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,764 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,764 | OriginalReturnOverpaymentAmt |
| Overpayment | $882 | OverpaymentAmt |
| Applied To ES Tax | $882 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBAUM ROLLINS & OLAH PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488556640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30057 ORCHARD LK RD 100 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483342263 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY R HAMMERSLEY | ||||||||
| 1459 WOODSTREAM RD | PERRYSBURG | OH | 43551 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| JENNIFER A SPAUR | ||||||||
| 818 COLLEGE AVE | ADRIAN | MI | 492212514 | VICE-PRES. & SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,497,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,416 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,557,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,557,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,534,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $882 | TotalTaxAmt |
| Distributable Before Adj | $75,835 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,835 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,546 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,546 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $882 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,664 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,835 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,904 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,546 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,711 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,806 | ExcessFromYear4Amt |
| Excess From Year3 | $10,434 | ExcessFromYear3Amt |
| Excess From Year2 | $1,904 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $11,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CLARK EWING SCHOLARSHIP FUND - YMCA STORER CAMPS | ||||||
| 6941 STONY LAKE ROAD | JACKSON | MI | 49201 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $10,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| SUNRISE MOVEMENT | ||||||
| 50 F STREET NW SUITE 800 | WASHINGTON | DC | 20001 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $10,000 |
| WEMU | ||||||
| PO BOX 980350 | YPSILANTI | MI | 48198 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $2,500 |
| TART TRAILS | ||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| FISHTOWN PRESERVATION | ||||||
| 203 E CEDAR STREET | LELAND | MI | 49654 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $20,000 |
| HISTORIC NEW ENGLAND OTIS HOUSE | ||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $10,000 |
| FOUNDATION OF MONROE COUNTY COMMUNITY SCHOOLS | ||||||
| 315 NORTH DRIVE | BLOOMINGTON | IN | 47401 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $5,000 |
| MOTHER HUBBARD'S CUPBOARD | ||||||
| 1100 W ALLEN STREET | BLOOMINGTON | IN | 47403 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $2,500 |
| OIL & WATER DON'T MIX | ||||||
| 148 E FRONT STREET SUITE 301 | TRAVERSE CITY | MI | 49684 | 501(c)(3) | CONSERVATION OF NATURALRESOURCES OF THE ENVIRONMENTFOR EDUCATION AND HUMANITY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,239 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,239 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,239 | 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 |
|---|---|
| 4 | Earnings from investments are used to provide revenues for |
| 4 | charitable donation purposes, while maintaining the principal for the |
| 4 | benefit and use of future generations for charitable purposes. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROSENBAUM, ROLLINS & OLAH, P.C. 990PF TAX RETURN | CategoryTxt |
| Amt | $2,490 | Amt |
| Disbursements Charitable Prps | $2,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $506,268 | EOYBookValueAmt |
| EOYFMV | $1,163,226 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - FIXED INCOME SECURITIES | $445,864 | $430,973 |
| UBS - OTHER | $91,159 | $85,251 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $0 | $0 | $358 |
| INVESTMENT INCOME RECEIVABLE | $448 | $413 | $413 |
| PREPAID FEDERAL INCOME TAX | $627 | $249 | $249 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUMS | Desc |
| Amt | $11,895 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $36 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED CAPITAL GAINS | Desc |
| Amt | $66,790 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEES | CategoryTxt |
| Amt | $7,270 | Amt |
| Net Investment Income | $7,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,270 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSE AND FEES | $20 | $20 | ||
| FOREIGN TAXES PAID | $584 | $584 | $584 | |
| TAX ON INVEST. INCOME | $882 |
Comments