MICHAEL F MCMANUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL F MCMANUS FOUNDATION (EIN 38-6174305)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349100606
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T08:36:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 386174305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL F MCMANUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3138813917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 743 SOUTH RENAUD ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J RODNEY GUEST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3138813917 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHLEEN S LORENZ | PreparerPersonNm |
| PTIN | P00063640 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.152.221.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 12:38:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05E78CA712FF7BADDB430BD16D7E367E8B07753B | 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 | $6,484,928 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,669,204 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $182,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,616,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $304,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,155,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,424 | 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 |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,910,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $465,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,677 | CashBOYAmt |
| Cash EOY | $254,153 | CashEOYAmt |
| Cash EOYFMV | $254,153 | CashEOYFMVAmt |
| Other Investments BOY | $2,126,993 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,796,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,230,775 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,398 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,139,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,050,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,484,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,139,670 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,050,463 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,139,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,050,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,139,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,050,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,139,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,910,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,050,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,050,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,616,315 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,312,146 | CostOrOtherBasisAmt |
| Gain Or Loss | $304,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $304,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $304,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,011,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,073,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $212,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,154,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $222,194 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,292,766 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,616 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,565,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082485 | DistributionYr5Rt |
| Total Distribution | 0.405871 | TotalDistributionRt |
| Average Distribution | 0.081174 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,932,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $319,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,659 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,440 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,498 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,498 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,820 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J RODNEY GUEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3138813917 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2403 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48012 | 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 |
|---|---|---|---|---|---|---|---|---|
| J RODNEY GUEST | ||||||||
| PO BOX 2403 | BIRMINGHAM | MI | 48012 | TREASURER | 15.00 | $0 | $0 | $0 |
| REBEKAH A HARAHAN | ||||||||
| PO BOX 2403 | BIRMINGHAM | MI | 48012 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ROBERT H POLZIN | ||||||||
| PO BOX 2403 | BIRMINGHAM | MI | 48012 | SECRETARY | 5.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,871,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,992,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,992,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,932,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,318 | TotalTaxAmt |
| Distributable Before Adj | $187,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,440 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,440 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,440 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,120 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,077 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $364,246 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,397 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $86,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $307,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,868 | ExcessFromYear4Amt |
| Excess From Year3 | $110,120 | ExcessFromYear3Amt |
| Excess From Year2 | $43,077 | ExcessFromYear2Amt |
| Excess From Year1 | $15,872 | ExcessFromYear1Amt |
| Excess From Current Year | $29,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS PLACE | |||||||
| 29299 FRANKLINE RD STE 2 | SOUTHFIELD | MI | 48034 | NONE | PC | FINANCIAL AID | $5,000 |
| CARE NET PREGNANCY CENTER | |||||||
| 2826 COOLIDGE HIGHWAY | BERKLEY | MI | 48072 | NONE | PC | FINANCIAL AID | $1,000 |
| CHRIST CHILD SOCIETY | |||||||
| 502 N CROOKS RD SUITE A | CLAWSON | MI | 48017 | NONE | PC | FINANCIAL AID | $8,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCHESTER | MA | 01610 | NONE | PC | FINANCIAL AID | $5,000 |
| DETROIT PLATFORM TENNIS ASSOC | |||||||
| 1011 S ADAMS RD SUITE 8 | BIRMINGHAM | MI | 48009 | NONE | PC | FINANCIAL AID | $1,000 |
| ETON ACADEMY | |||||||
| 1755 MELTON | BIRMINGHAM | MI | 48009 | NONE | PC | FINANCIAL AID | $2,500 |
| GARY BURNSTEIN CLINIC | |||||||
| 45580 WOODWARD AVE | PONTIAC | MI | 48341 | NONE | PC | FINANCIAL AID | $10,000 |
| HOLY ANGELS SCHOOL FOUNDATION | |||||||
| 227 W CHICAGO RD | STURGIS | MI | 49091 | NONE | PC | FINANCIAL AID | $3,000 |
| JUDSON CENTER | |||||||
| 4410 W 13 MILE RD | ROYAL OAK | MI | 48073 | NONE | PC | FINANCIAL AID | $500 |
| LEADER DOGS FOR THE BLIND | |||||||
| PO BOX 5000 | ROCHESTER | MI | 483085000 | NONE | PC | FINANCIAL AID | $500 |
| MAKE A DIFFERENCE RESCUE | |||||||
| P O BOX 890 | BIRMINGHAM | MI | 48012 | NONE | PC | FINANCIAL AID | $15,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 7600 GRAND RIVER AVE SUITE 175 | BRIGHTON | MI | 48114 | NONE | PC | FINANCIAL AID | $10,000 |
| MARY MANTLE | |||||||
| PO BOX 115 | BLOOMFIELD HILLS | MI | 48303 | NONE | PC | FINANCIAL AID | $500 |
| MICAH 6 COMMUNITY | |||||||
| 32 NEWBERRY ST | PONTIAC | MI | 48341 | NONE | PC | FINANCIAL AID | $3,000 |
| MICHIGAN ELITE 25 | |||||||
| 31440 NORTHWESTERN HWY | FARMINGTON HILLS | MI | 48334 | NONE | PC | FINANCIAL AID | $5,000 |
| NOTRE DAME PREP | |||||||
| 1389 GIDDINGS ROAD | PONTIAC | MI | 48340 | NONE | PC | FINANCIAL AID | $25,000 |
| PENRICTON CENTER FOR BLIND CHILDREN | |||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PC | FINANCIAL AID | $1,000 |
| RACQUET UP DETROIT | |||||||
| PO BOX 11404 | DETROIT | MI | 48211 | NONE | PC | FINANCIAL AID | $7,500 |
| SACRED HEART CHURCH ST VINCENT DE PAUL | |||||||
| 912 S MILITARY | DEARBORN | MI | 48124 | NONE | PC | FINANCIAL AID | $1,000 |
| SOLANUS CENTER | |||||||
| 1820 MT ELLIOTT ST | DETROIT | MI | 48207 | NONE | PC | FINANCIAL AID | $500 |
| SOUTHFIELD CHRISTIAN SCHOOL | |||||||
| 28650 LASHER RD | SOUTHFIELD | MI | 48304 | NONE | PC | FINANCIAL AID | $25,540 |
| SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | NONE | PC | FINANCIAL AID | $2,500 |
| ST MARY CATHOLIC CENTRAL HIGH SCHOOL | |||||||
| 108 WEST ELM AVE | MONROE | MI | 48162 | NONE | PC | FINANCIAL AID | $10,000 |
| SUSAN G KOMEN 3-DAY | |||||||
| 55 EAST JACKSON BLVD SUITE 1000 | CHICAGO | IL | 60604 | NONE | PC | FINANCIAL AID | $2,300 |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DR 3600 | ORLANDO | FL | 32832 | NONE | PC | FINANCIAL AID | $3,600 |
| THE HOUSE OF PROVIDENCE | |||||||
| PO BOX 18 | OXFORD | MI | 48371 | NONE | PC | FINANCIAL AID | $2,500 |
| WESTSIDE CHRISTIAN ACADEMY | |||||||
| 9540 BRAMELL | DETROIT | MI | 48239 | NONE | PC | FINANCIAL AID | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,440 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $486,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,424 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRREV MARTIAL TRUST FBO RAENETTE FRANKLIN MCMANUS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 PIERCE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,669,204 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES TR CORE US AGGREGATE BD EFT - TICKER: AGG | FMV | $1,558,286 | $1,588,575 |
| ROBINSON OPPORTUNISTIC INCOME FUND CLASS I - TICKER: RBNNX | FMV | $408,480 | $423,683 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF - TICKER: VXF | FMV | $346,036 | $392,963 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF - TICKER: VUG | FMV | $493,692 | $586,952 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF - TICKER: VTV | FMV | $639,374 | $728,568 |
| VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS - TICKER: VXUS | FMV | $820,261 | $918,996 |
| BLUEROCK REAL ESTATE - TICKER: TIPWX | FMV | $304,500 | $307,163 |
| CLIFFWATER LENDING FUND - TICKER: CCLFX | FMV | $300,000 | $302,664 |
| BENEFIT STREET REALITY - TICKER: 81111 | FMV | $525,581 | $581,211 |
| MONROE CAPITAL INCOME - TICKER: 610119 | FMV | $400,100 | $400,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $20,509 | Amt |
| Net Investment Income | $20,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRREV MARITAL TRUST FBO RAENETTE FRANKLIN MCMANUS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 PIERCE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,055 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments