RAMSER-MORGAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAMSER-MORGAN FOUNDATION (EIN 38-3003280)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349104016
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T19:00:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383003280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSER-MORGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 3133197576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5524 AVINGTON PARKWAY | AddressLine1Txt |
| City | CLARKSTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SAJDAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3133197576 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2019-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.207.253.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EB67C40E62715AEDF85AF8BC8EC2349F81064E3B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB2A8BC25AA9AB03C277607057770BEB0ED5823A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,114,399 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $40,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $362,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,510 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,589 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $21 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $21 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,721 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $882,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $883,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $873,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $215,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $215,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $209,271 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,129,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,131,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,114,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,129,482 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,131,045 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,129,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,129,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,131,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,129,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,131,344 | SubtotalAmt |
| Other Decreases | $299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 24. ABBOTT LABS | 2017-01-10 | 2018-10-31 | $1,664 | $995 | $669 | $669 | |
| 72. ABBVIE INC | 2015-07-31 | 2018-02-23 | $8,461 | $5,044 | $3,417 | $3,417 | |
| 25. ABBVIE INC | 2015-07-31 | 2018-03-19 | $2,792 | $1,751 | $1,041 | $1,041 | |
| 352. BB&T CORP | 2017-05-04 | 2018-10-24 | $16,310 | $15,550 | $760 | $760 | |
| 1. ADJUSTMENT FOR ROUNDING | 2017-01-01 | 2018-12-31 | $2 | $2 | $2 | ||
| 530. CA INC | 2013-03-12 | 2018-07-12 | $23,270 | $14,051 | $9,219 | $9,219 | |
| 67. CISCO SYS INC | 2013-09-10 | 2018-10-31 | $3,069 | $1,623 | $1,446 | $1,446 | |
| 145. CONOCOPHILLIPS | 2015-02-10 | 2018-05-31 | $9,745 | $11,206 | -$1,461 | -$1,461 | |
| 97. CORESITE RLTY CORP | 2018-01-10 | 2018-02-09 | $9,269 | $10,889 | -$1,620 | -$1,620 | |
| 58. FIRST AMERN FINL CORP | 2018-02-08 | 2018-10-26 | $2,539 | $3,246 | -$707 | -$707 | |
| 48. FIRST AMERN FINL CORP | 2018-02-08 | 2018-10-31 | $2,146 | $2,687 | -$541 | -$541 | |
| 33. FIRST AMERN FINL CORP | 2017-06-21 | 2018-10-31 | $1,476 | $1,476 | |||
| 64. INTEL CORP | 2011-08-04 | 2018-05-31 | $3,551 | $1,350 | $2,201 | $2,201 | |
| 10. IBM CORP | 2018-07-31 | 2018-10-31 | $1,150 | $1,451 | -$301 | -$301 | |
| 107. IBM CORP | 2017-05-25 | 2018-11-01 | $12,462 | $16,325 | -$3,863 | -$3,863 | |
| 254. ISHARES S&P MIDCAP 400 | 2017-06-22 | 2018-07-03 | $49,859 | $44,166 | $5,693 | $5,693 | |
| 208. ISHARES COHEN & STEERS RLTY | 2017-12-20 | 2018-02-23 | $18,997 | $20,941 | -$1,944 | -$1,944 | |
| 59. ISHARES RUSSELL 2000 | 2018-03-27 | 2018-05-31 | $9,648 | $8,980 | $668 | $668 | |
| 98. LAMB WESTON HOLDINGS, INC | 2016-12-21 | 2018-02-08 | $5,429 | $3,437 | $1,992 | $1,992 | |
| 39. LAMB WESTON HOLDINGS, INC | 2016-12-20 | 2018-08-17 | $2,511 | $1,359 | $1,152 | $1,152 | |
| 70. LAMB WESTON HOLDINGS, INC | 2016-12-20 | 2018-09-18 | $4,671 | $2,434 | $2,237 | $2,237 | |
| 94. LEGG MASON INC | 2017-01-24 | 2018-10-26 | $2,562 | $3,135 | -$573 | -$573 | |
| 211. OLIN CORP COM PAR $1 | 2016-10-31 | 2018-02-23 | $6,960 | $4,654 | $2,306 | $2,306 | |
| 91. ONEOK INC | 2017-02-09 | 2018-05-11 | $5,990 | $4,870 | $1,120 | $1,120 | |
| 27. PBF ENERGY INC | 2015-06-18 | 2018-02-23 | $817 | $854 | -$37 | -$37 | |
| 284. PBF ENERGY INC | 2015-06-18 | 2018-05-11 | $11,728 | $8,271 | $3,457 | $3,457 | |
| 19. REGAL ENTERTAINMENT GROUP CL A | 2016-12-22 | 2018-01-02 | $435 | $396 | $39 | $39 | |
| 87. REGAL ENTERTAINMENT GROUP CL A | 2016-12-27 | 2018-01-05 | $1,988 | $1,810 | $178 | $178 | |
| 10. REGAL ENTERTAINMENT GROUP CL A | 2017-07-20 | 2018-01-05 | $228 | $200 | $28 | $28 | |
| 16. REGAL ENTERTAINMENT GROUP CL A | 2017-07-20 | 2018-01-08 | $366 | $319 | $47 | $47 | |
| 192. REGAL ENTERTAINMENT GROUP CL A | 2017-08-23 | 2018-01-09 | $4,391 | $3,256 | $1,135 | $1,135 | |
| 119. REGAL ENTERTAINMENT GROUP CL A | 2017-08-23 | 2018-01-10 | $2,723 | $1,704 | $1,019 | $1,019 | |
| 108. TAPESTRY INC | 2016-01-11 | 2018-02-08 | $5,318 | $3,495 | $1,823 | $1,823 | |
| 1173. VANGUARD EMERG MKTS STOCK ETF | 2017-05-11 | 2018-07-03 | $49,125 | $46,116 | $3,009 | $3,009 | |
| 66. VANGUARD SMALL-CAP VIPERS | 2017-12-20 | 2018-02-23 | $9,740 | $9,796 | -$56 | -$56 | |
| 361. VANGUARD SMALL-CAP VIPERS | 2017-12-20 | 2018-03-27 | $52,926 | $49,172 | $3,754 | $3,754 | |
| 329. WELLS FARGO & CO NEW | 2017-07-06 | 2018-02-09 | $18,264 | $18,390 | -$126 | -$126 | |
| CAPITAL GAIN DIVIDENDS | $327 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,559 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,192,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,717 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,145,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,193,414 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,282,043 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050271 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,229,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050789 | DistributionYr5Rt |
| Total Distribution | 0.255628 | TotalDistributionRt |
| Average Distribution | 0.051126 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,235,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $606 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,791 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,541 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,704 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,704 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $492 | OverpaymentAmt |
| Applied To ES Tax | $492 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3132223568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WEST LAFAYETTE M/C 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT SAJDAK | ||||||
| 4556 MEDITERRANEAN CIRCLE | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 3 | $0 |
| STEVE MILBECK | ||||||
| 23829 OAK STREET | DEARBORN | MI | 48128 | TREASURER | 1 | $0 |
| MICHAEL OBLOY | ||||||
| 2161 CLINTON VIEW CIRCLE | ROCHESTER HILLS | MI | 48309 | SECRETARY | 1 | $0 |
| PAULA GRALEWSKI | ||||||
| 14556 HOLBORN | STERLING HEIGHTS | MI | 48313 | ASSISTANT SECRETARY | 1 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,204,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,686 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,254,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,254,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,235,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,212 | TotalTaxAmt |
| Distributable Before Adj | $60,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,541 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,356 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,541 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,040 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,040 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,978 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,052 | ExcessFromYear4Amt |
| Excess From Year3 | $1,356 | ExcessFromYear3Amt |
| Excess From Year2 | $6,933 | ExcessFromYear2Amt |
| Excess From Year1 | $637 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT SAJDAK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5524 AVINGTON PARKWAY | AddressLine1Txt |
| City | CLARKSTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3133197576 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY EASTERN MICHIGAN | ||||||||
| 16130 NORTHLAND DRIVE | SOUTHFIELD | MI | 48075 | NONE | EXEMPT | SUPPORT | $10,000 | |
| ST MARY PREPARATORY SCHOOL | ||||||||
| 3535 INDIAN TRAIL | ORCHARD LAKE | MI | 48324 | NONE | EXEMPT | EDUCATIONAL | $5,000 | OF ORCHARD LAKE |
| UNIVERSITY OF DETROIT MERCY | ||||||||
| 651 E JEFFERSON AVENUE | DETROIT | MI | 48226 | NONE | EXEMPT | EDUCATIONAL | $10,000 | |
| MADONNA UNIVERSITY | ||||||||
| 36600 SCHOOLCRAFT | LIVONIA | MI | 48150 | NONE | EXEMPT | EDUCATIONAL | $5,000 | |
| ROEPER CITY AND COUNTRY SCHOOL | ||||||||
| 41190 WOODWARD AVE | BLOOMFIELD HILLS | MI | 48304 | NONE | EXEMPT | EDUCATIONAL | $5,000 | |
| BARBARA ANN KARMANOS CANCER | ||||||||
| 4100 JOHN R | DETROIT | MI | 48201 | NONE | EXEMPT | SUPPORT | $10,000 | INSTITUTE |
| FORGOTTEN HARVEST | ||||||||
| 21800 GREENFIELD | OAK PARK | MI | 48237 | NONE | EXEMPT | SUPPORT | $1,000 | |
| UNITED WAY OF SOUTHEAST MICHIGAN | ||||||||
| 660 WOODWARD AVENUE SUITE 330 | DETROIT | MI | 48226 | NONE | EXEMPT | SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,535 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $215,387 | EOYBookValueAmt |
| EOYFMV | $209,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $511,940 | $560,080 |
| FOREIGN STOCK | $52,444 | $34,192 |
| MUTUAL FUNDS | $319,553 | $279,135 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME. | $121 |
| RETURN OF CAPITAL ADJUSTMENTS ON SALES | $178 |
Comments