ROBET FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBET FOUNDATION INC (EIN 20-5260732)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202502949349100525
- Schema version
- 2024v5.2
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T17:36:38-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274374744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fiduciary Tax Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Walnut Street Ste 200 | AddressLine1Txt |
| City | Muncie | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205260732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBET FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES P BORGMANN | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7652883651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S WALNUT STREET STE 200 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P BORGMANN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7652883651 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY O OSBORNE | PreparerPersonNm |
| PTIN | P00054497 | PTIN |
| Phone | 7652883651 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,934,633 | 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 | $145,965 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,741 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $575,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,683 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,059 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,228 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $297,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $401,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,943,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,035,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,343,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,328,664 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,388,664 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,319,365 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,397,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,695,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,934,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,397,918 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,695,776 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,397,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,695,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,397,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,695,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,397,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $297,858 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,695,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,695,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 ALPHABET INC | D | 2012-05-15 | 2024-04-22 | $15,477 | $1,516 | $13,961 | $13,961 |
| 20 BRISTOL MYERS SQUIBB | D | 2019-11-26 | 2024-06-17 | $817 | $1,121 | -$304 | -$304 |
| 80 BRISTOL MYERS SQUIBB | D | 2019-11-26 | 2024-07-25 | $3,593 | $4,486 | -$893 | -$893 |
| 200 ALPHABET INC CAP | P | 2012-05-15 | 2024-07-26 | $33,345 | $3,032 | $30,313 | $30,313 |
| 200 APPLE COMPUTER INC | D | 2008-11-19 | 2024-07-26 | $43,697 | $634 | $43,063 | $43,063 |
| 200 APPLE COMPUTER INC | D | 2014-10-21 | 2024-10-15 | $47,331 | $5,107 | $42,224 | $42,224 |
| 200 TJX COS INC | D | 2009-01-26 | 2024-07-26 | $22,415 | $1,001 | $21,414 | $21,414 |
| 200 AFLAC INC | D | 2009-03-12 | 2024-07-26 | $19,004 | $1,352 | $17,652 | $17,652 |
| 320 BRISTOL MYERS SQUIBB CO | D | 2019-11-26 | 2024-07-24 | $14,373 | $17,942 | -$3,569 | -$3,569 |
| 180 BRISTOL MYERS SQUIBB CO | D | 2019-11-26 | 2024-06-17 | $7,356 | $10,093 | -$2,737 | -$2,737 |
| 400 BRISTOL MYERS SQUIBB CO | D | 2019-11-26 | 2024-07-25 | $17,967 | $22,428 | -$4,461 | -$4,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,663 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,864 | TotalPaymentsAndCreditsAmt |
| Overpayment | $285 | OverpaymentAmt |
| Refund | $285 | RefundAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | JAMES P BORGMANN | IndividualWithBooksNm |
| Phone | 7652883651 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S WALNUT STREET | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LAUREN CONNER | ||||||||
| 400 S WALNUT STREET STE 200 | MUNCIE | IN | 47305 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JAMES P BORGMANN | ||||||||
| 400 S WALNUT STREET STE 200 | MUNCIE | IN | 47305 | SECRETARY | 0.50 | $0 | $0 | $0 |
| BRAD LATOUR | ||||||||
| 400 S WALNUT STREET STE 200 | MUNCIE | IN | 47305 | TREASURER | 0.50 | $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 |
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 | $5,061,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,207,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,207,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,129,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,579 | TotalTaxAmt |
| Distributable Before Adj | $250,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $247,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,542 | UndistributedIncomePYAmt |
| Qualifying Distributions | $247,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,542 | AppliedToYear1Amt |
| Applied To Current Year | $118,458 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $132,457 | UndistributedIncomeCYAmt |
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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIDHWAN FOUNDATION | |||||||
| 2075 EUNICE ST | BERKELEY | CA | 94709 | NONE | PC | GENERAL PURPOSE | $150,000 |
| PLANNED PARENTHOOD OF NORTHERN MICH | |||||||
| 1135 E EIGHTH ST | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL PURPOSE | $8,000 |
| WOMENS RESOURCE CENTER | |||||||
| 423 PORTER ST | PETOSKEY | MI | 49770 | NONE | PC | GENERAL PURPOSE | $8,000 |
| LEELANAU CHILDRENS CENTER | |||||||
| 111 5TH ST | LELAND | MI | 49654 | NONE | PC | GENERAL PURPOSE | $7,000 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| 4000 J MADDY PKWY | INTERLOCHEN | MI | 49643 | NONE | PC | DANCE SCHOLARSHIP | $3,000 |
| GOODWILL INN | |||||||
| 2943 N KEYSTONE RD | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL PURPOSE | $10,000 |
| LEENANAU CHRISTIAN NEIGHBORS | |||||||
| 7322 E DUCK LAKE RD | LAKE LEELANAU | MI | 49653 | NONE | PC | GENERAL PURPOSE | $5,000 |
| GUEST HOUSE | |||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MICHAELS PLACE | |||||||
| 1212 VETERANS DR | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL PURPOSE | $3,000 |
| TRAVERSE HEALTH CLINIC | |||||||
| 1719 S GARFIELD AVENUE | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SAFE HARBOR OF GRAND TRAVERSE | |||||||
| 517 WELLINGTON ST | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL PURPOSE | $4,000 |
| INLAND SEAS | |||||||
| 100 DAME ST | SUTTONS BAY | MI | 49682 | NONE | PC | GENERAL PURPOSE | $2,000 |
| THE TRAVERSE CITY DANCE PROJECT | |||||||
| 4178 BARNES ROAD | TRAVERSE CITY | MI | 49684 | NONE | PC | SCHOLARSHIP LOTTODANCE | $3,000 |
| LTBB | |||||||
| 7500 ODAWA CIRCLE | HARBOR SPRINGS | MI | 49740 | NONE | PC | MIGIZI AVIARY | $3,000 |
| LELAND PUBLIC SCHOOL | |||||||
| 200 N GRAND AVE | LELAND | MI | 49654 | NONE | PC | BOYTON SCHOLARSHIP IN MEMORY OF TOBY BOYTON-FISH | $5,000 |
| THE FRIENDSHIP COMMUNITY CENTER | |||||||
| 501 BROADWAY STREET | SUTTONS BAY | MI | 49682 | NONE | PC | LIFT | $5,000 |
| LELAND UNITED METHODIST CHURCH | |||||||
| 106 4TH ST | LELAND | MI | 49654 | NONE | PC | 5LOAVES2FISH | $3,000 |
| UP NORTH PRIDE | |||||||
| PO BOX 133 | TRAVERSE CITY | MI | 49685 | NONE | PC | GENERAL PURPOSE | $3,000 |
| POWER BOOK BAGS | |||||||
| PO BOX 533 | SUTTONS BAY | MI | 49682 | NONE | PC | GENERAL PURPOSE | $2,000 |
| LEEANAU CO CANCER FOUNDATION | |||||||
| 2943 N KEYSTONE RD | TRAVERSE CITY | MI | 49686 | NONE | PC | GENERAL PURPOSE | $1,000 |
| THE BAY | |||||||
| 214 N ST JOSEPH ST | SUTTONS BAY | MI | 49682 | NONE | PC | GENERAL PURPOSE | $1,000 |
| CHILD FAM SVS OF NW MI | |||||||
| 3785 VETERANS DR | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL PURPOSE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,345 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $424,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $424,683 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B BALL REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4045 EDISON LAKES PARKWAY | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $999,556 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE STOCK SHARES | NoncashPropertyDesc |
| Fair Market Value | $999,556 | FairMarketValueAmt |
| Received | 2024-09-25 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND FUNDS | BondNm |
| EOY Book Value | $1,388,664 | EOYBookValueAmt |
| EOYFMV | $1,319,365 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK AND EQUITY FUNDS | $325,371 | $2,106,753 |
| EQUITY MUTUAL FUNDS | $1,564,836 | $2,079,845 |
| STOCK FUND - REAL ESTATE | $145,000 | $156,765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPIRED CONTRIBUTION CHECK | $3,000 | $0 | $0 |
| EXCISE TAX REFUND - 2022 | $330 | $0 | $0 |
| NON DIVIDEND DISTRIBUTION | $1,411 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRUSTEE FEES | $20,059 | $20,059 | $0 | $0 |
| TAX PREPARATION FEES | $3,711 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $3,228 | $3,228 | $0 | $0 |
| 2023 BAL DUE AND 2024 ESTIMATE | $3,533 | $0 | $0 | $0 |
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