LUELLA HANNAN MEMORIAL HOME: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUELLA HANNAN MEMORIAL HOME (EIN 38-1358386)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201833169349101293
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T15:51:51-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382029668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE JOHNSON & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BUHL BUILDING 535 GRISWOLD | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482263689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUELLA HANNAN MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUEL | BusinessNameControlTxt |
| Phone | 3138331300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4750 WOODWARD AVENUE 1ST FLOOR | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482011300 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TILFORD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3138331300 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R NICHOLAS | PreparerPersonNm |
| PTIN | P00966144 | PTIN |
| Phone | 3139652655 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 16:43:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7054D91D10CE1FED92AD752C4AD9B9163E5A3298 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45104BB3C31A9DA67E1EDD6C4B5D9DAA9AD9C838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $16,675,784 | 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 | $105,407 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $343,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,299 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $343,299 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,218,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $304,207 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $19,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $19,135 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $772,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $647,506 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $362,434 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,721 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,721 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $612,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $587,350 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,062 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $176,062 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $82,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $82,758 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $72,532 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $70,721 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $20,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20,469 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,178,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $103,227 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $979,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,178,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $103,227 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $979,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$406,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $259,207 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,234,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $554,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $554,257 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $194,166 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $23,556 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,479,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,716,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,716,030 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,903,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,589,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,589,967 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,537,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,721,785 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $804,213 | LandBOYAmt |
| Land EOY | $815,530 | LandEOYAmt |
| Land EOYFMV | $815,530 | LandEOYFMVAmt |
| Total Assets BOY | $15,638,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,675,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,675,784 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $109,882 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,035 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $642,179 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $628,372 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $752,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $653,407 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,434,996 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,653,657 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $451,371 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $368,720 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,886,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,022,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,638,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,675,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,886,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$406,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,566,743 | OtherIncreasesAmt |
| Subtotal | $16,046,510 | SubtotalAmt |
| Other Decreases | $24,133 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,022,377 | 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 INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,218,945 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,914,738 | CostOrOtherBasisAmt |
| Gain Or Loss | $304,207 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $304,207 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $304,207 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1997-03-12 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | WWW.HANNAN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINCENT TILFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3138331300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4750 WOODWARD AVENUE 1ST FLOOR | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482011300 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| VINCENT TILFORD | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | EXECUTIVE DIRECTOR | 39.00 | $143,721 | $0 | $0 |
| N CHARLES ANDERSON | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RUTH DUNKLE | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| FREDDIE G BURTON JR | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARCIA BAUM | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KATHLEEN GRAHAM | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| RANDALL CHARLTON | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARY NEFF | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BENJAMIN ROBINSON | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BRENDA BALL | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TREASURER | 0.50 | $0 | $0 | $0 |
| DEBORAH BROUWER | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BEVERLY BURNS | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| THOMAS JANKOWSKI | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JENNIFER JENNINGS | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEVIN TOLBERT | ||||||||
| 4750 WOODWARD AVENUE 1ST FLOOR | DETROIT | MI | 482011300 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUTUAL OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100226839 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | EMPLOYEE BENEFITS | ServiceTypeTxt |
| Compensation | $102,772 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDES SUPPORT TO THE HANNAN CENTER, WHICH OPERATES A SENIOR SERVICE CENTER AND CONDUCTS PROGRAMS FOR SENIORS PURSUANT TO INTERNAL REVENUE SERVICE RULING DATED MARCH 12, 1997 | Description1Txt |
| Expenses1 | $781,289 | Expenses1Amt |
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 | $14,544,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $733,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,278,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,278,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,049,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $752,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $979,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $979,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $979,665 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-03-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $259,207 | CurrentYearAmt |
| Year1 | $692,120 | Year1Amt |
| Year2 | $703,473 | Year2Amt |
| Year3 | $739,181 | Year3Amt |
| Total | $2,393,981 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $220,326 | CurrentYearAmt |
| Year1 | $588,302 | Year1Amt |
| Year2 | $597,952 | Year2Amt |
| Year3 | $628,304 | Year3Amt |
| Total | $2,034,884 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $979,665 | CurrentYearAmt |
| Year1 | $2,518,217 | Year1Amt |
| Year2 | $2,687,775 | Year2Amt |
| Year3 | $2,629,031 | Year3Amt |
| Total | $8,814,688 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $979,665 | CurrentYearAmt |
| Year1 | $2,518,217 | Year1Amt |
| Year2 | $2,687,775 | Year2Amt |
| Year3 | $2,629,031 | Year3Amt |
| Total | $8,814,688 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $501,633 | CurrentYearAmt |
| Year1 | $461,413 | Year1Amt |
| Year2 | $468,982 | Year2Amt |
| Year3 | $492,787 | Year3Amt |
| Total | $1,924,815 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VINCENT TILFORD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4750 WOODWARD AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482011300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3138331300 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETION OF APPLICATION PROVIDED, INCLUDING AGES AND NAMES OF GRANDCHILDREN UNDER APPLICANTS' CARE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD IS LIMITED TO SENIORS WHO CARE FOR THEIR GRANDCHILDREN | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $343,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,207 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$1,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $646,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,172 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMERICAN HOUSE FOUNDATION | ||||||
| 1 | 6755 TELEGRAPH ROAD SUITE 330 | BLOOMFIELD HILLS | MI | 483013135 | $15,000 | Yes (X) |
| FAIR FOOD NETWORK | ||||||
| 2 | 205 EAST WASHINGTON STREET SUITE B | ANN ARBOR | MI | 481042007 | $6,200 | Yes (X) |
| COMERICA BANK | ||||||
| 3 | PO BOX 75000 | DETROIT | MI | 482753456 | $10,000 | Yes (X) |
| FLINN FOUNDATION | ||||||
| 4 | 333 WEST FORT STREET SUITE 1950 | DETROIT | MI | 482263167 | $50,000 | Yes (X) |
| THE CHARLTON FOUNDATION | ||||||
| 5 | 433 CLOVERLY ROAD | GROSSE POINTE | MI | 482363205 | $5,000 | Yes (X) |
| UNIVERSITY OF MICHIGAN SCHOOL OF SOCIAL WORK | ||||||
| 6 | 1080 SOUTH UNIVERSITY AVENUE | ANN ARBOR | MI | 481091106 | $7,510 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt |
|---|---|---|---|---|---|---|---|
| LAND | $238,219 | L | $0 | $0 | $0 | ||
| BUILDING IMPROVEMENTS | $3,888,481 | SL | $0 | $0 | $0 | $3,339,669 | 0.000000000000 |
| EQUIPMENT AND VEHICLES | $410,615 | SL | $0 | $0 | $0 | $382,116 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY-TRADED STOCKS | StockNm |
| EOY Book Value | $1,716,030 | EOYBookValueAmt |
| EOYFMV | $1,716,030 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD VALUE ETF INDEX FUND | FMV | $3,169,718 | $3,169,718 |
| VANGUARD GROWTH ETF | FMV | $3,090,362 | $3,090,362 |
| BLACKROCK GLOBAL ALLOCATION I FUND | FMV | $736,576 | $736,576 |
| FIRST EAGLE GLOBAL I FUND | FMV | $739,581 | $739,581 |
| IVA WORLDWIDE I FUND | FMV | $731,054 | $731,054 |
| WELLS FARGO ASSET ALLOCATION I FUND | FMV | $730,812 | $730,812 |
| WESTERN ASSET CORE BOND I FUND | FMV | $3,155,013 | $3,155,013 |
| VANGUARD EXTENDED MARKET ETF | FMV | $1,236,851 | $1,236,851 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $238,219 | $0 | $238,219 |
| BUILDING IMPROVEMENTS | $3,888,481 | $3,339,669 | $548,812 |
| EQUIPMENT AND VEHICLES | $410,615 | $382,116 | $28,499 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION-RELATED COSTS OTHER THAN NET PERIODIC PENSION COST | Desc |
| Amt | $24,133 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $20,469 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,469 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $19,135 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $19,135 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,566,743 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS | Desc |
| BOY Book Value | $642,179 | BOYBookValueAmt |
| EOY Book Value | $628,372 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $82,758 | Amt |
| Net Investment Income | $82,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82,758 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $72,532 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $72,532 | DisbursementsCharitablePrpsAmt |
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