SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349100818
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T09:18:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382517534 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER GHERSI & LADUKE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST LONG LAKE ROAD STE 135 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483042374 | 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 | 383208309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 2485402001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE NO B 404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2485402001 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2020-07-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.123.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 19:56:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65AB414C9BFB78E6D110186A6444123105729522 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FE548CA11A4AA50B6CA2D13AAF338F06B3A9759 | 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 | $644,546 | 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 | $177,331 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $198,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,375 | 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 | $3,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $10,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,255 | CashBOYAmt |
| Cash EOY | $19,704 | CashEOYAmt |
| Cash EOYFMV | $19,704 | CashEOYFMVAmt |
| Other Investments BOY | $311,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $515,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $624,842 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $382,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $535,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $644,546 | 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 | $382,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $535,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $382,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $382,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $535,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $382,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $535,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $535,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S.T. STOCK SALES | P | 2019-12-31 | $83,304 | $83,294 | $10 | $10 |
| NORTHERN TRUST L.T. STOCK SALES | P | 2019-12-31 | $91,606 | $91,601 | $5 | $5 |
| 1751 SHRS INVESCO DB COMMODITY INDEX TRACKING FUND | P | 2019-04-26 | $27,947 | $26,517 | $1,430 | $1,430 |
| INVESCO K-1 (ST) | P | 2019-12-31 | $903 | $903 | $903 | |
| INVESCO K-1 (LT) | P | 2019-12-31 | $1,498 | $1,498 | $1,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $479,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,770 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $391,998 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,630 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $418,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,356 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $440,721 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057533 | DistributionYr5Rt |
| Total Distribution | 0.227141 | TotalDistributionRt |
| Average Distribution | 0.045428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $477,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $180 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,330 | 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 | $180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $540 | OverpaymentAmt |
| Applied To ES Tax | $540 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WILLIAM H SANDY | IndividualWithBooksNm |
| Phone | 2485402001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE B404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARJORIE M SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | VP/SECY | 0.00 | $0 | $0 | $0 |
| ALAN M SANDY | ||||||||
| PO BOX 621 | BIRMINGHAM | MI | 480120621 | TREAS/TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEWIS G SANDY | ||||||||
| MN008-T830 9900 BREN ROAD | MINNETONKA | MN | 55343 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BARBARA SANDY GOLUB | ||||||||
| 37 PINE TERRACE | DEMAREST | NJ | 07627 | TRUSTEE | 0.00 | $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 |
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 | $454,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $484,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $484,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $477,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $23,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $180 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,858 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $8,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,330 | 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 | $4,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,858 | ExcessFromYear4Amt |
| Excess From Current Year | $4,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H SANDY | ContributingManagerNm |
| Contributing Manager | MARJORIE M SANDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,500 |
| ASOLO REPERTORY THEATRE | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PUBLIC | SUPPORT OF THE ARTS | $8,900 |
| BE THE MATCH | |||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 |
| BEAUMONT HEALTH FOUNDATION | |||||||
| 44201 DEQUINDRE ROAD | TROY | MI | 48085 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $600 |
| GEORGETOWN UNIVERSITY LAW SCHOOL | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $100 |
| HOPE COLLEGE | |||||||
| 141 E 12TH ST | HOLLAND | MI | 49423 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,000 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $1,000 |
| KELLOGG COMMUNITY COLLEGE | |||||||
| 450 NORTH AVE | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $2,500 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $200 |
| NAMI MINNESOTA | |||||||
| 1919 UNIVERSITY AVE W SUITE 400 | ST PAUL | MN | 55104 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 |
| OAKLAND UNIVERSITY SCHOOL OF BUSINESS | |||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $3,000 |
| OUTFRONT MINNESOTA COMMUNITY SERVICES | |||||||
| 1337 310 E 38TH ST 209 | MINNEAPOLIS | MN | 55409 | NONE | PUBLIC | SUPPORT FOR SOCIAL SERVICES | $1,000 |
| RINGLING COLLEGE | |||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | PRIVATE UNIVERSITY | SUPPORT FOR EDUCATION | $1,000 |
| ROSS SCHOOL OF BUSINESS | |||||||
| 701 TAPPAN AVENUE | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $100 |
| SARASOTA BALLET | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PUBLIC | SUPPORT OF THE ARTS | $500 |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 355 W MAPLE STREET | BIRMINGHAM | MI | 48009 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $250 |
| THE NEWARK MUSEUM OF ART | |||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,500 |
| TUFTS UNIVERSITY HILLEL FOUNDATION | |||||||
| 220 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC | SUPPORT FOR RELIGIOUS PRACTICE | $180 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $1,000 |
| UNIVERSITY OF MICHIGAN HOSPITAL | |||||||
| 1500 E MEDICAL CENTER DRIVE | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,330 | 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 | $17,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,375 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 1 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $12,062 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 2 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $5,191 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 3 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $7,285 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 4 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $41,849 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 5 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $11,294 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 6 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $5,243 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 7 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $12,637 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 8 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $6,515 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 9 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $63,427 | Yes (X) |
| WILLIAM & MARJORIE SANDY CHARITABLE REMAINDER UNITRUST | ||||||
| 10 | 535 SANCTUARY DRIVE NO B 404 | LONGBOAT KEY | FL | 34228 | $11,828 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 378 SHRS OF MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | $12,062 | 2019-11-25 |
| 2 | 99 SHRS OF MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | $5,191 | 2019-11-25 |
| 3 | 390.80 SHRS OF MFO DFA INTL SMALL CO PORTFOLIO FUND | $7,285 | 2019-11-26 |
| 4 | 3264.34 SHRS OF MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX | $41,849 | 2019-11-29 |
| 5 | 581.57 SHRS OF MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX | $11,294 | 2019-11-29 |
| 6 | 454.75 SHRS OF MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | $5,243 | 2019-11-29 |
| 7 | 1064.63 SHRS OF MFB NORTHERN FUNDS EMERGING MARKETS EQUITYINDEX | $12,637 | 2019-11-29 |
| 8 | 493.56 SHRS OF MFB NORTHERN FUNDS SMALL CAP INDEX FD | $6,515 | 2019-11-29 |
| 9 | 1735.34 SHRS OF MFB NORTHERN FUNDS STK INDEX FD | $63,427 | 2019-11-29 |
| 10 | 1786.85 SHRS OF MFB NORTHERN HIGH YIELD FIXED INCOME FUND | $11,828 | 2019-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,895 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $515,445 | BookValueAmt |
| EOYFMV | $624,842 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $3,321 | $3,321 | $0 |
| INVESCO K-1 | $76 | $76 | $0 |
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