THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION (EIN 30-0081622)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-17
- IRS object ID
- 201821989349100627
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-17T15:44:10-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4468 OAK BRIDGE DR | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485325422 | 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 | 300081622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R & MILDRED B BURT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9897536486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON TUNNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9897536486 | PhoneNum |
| Signature | 2018-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MILLSAP | PreparerPersonNm |
| PTIN | P01080174 | PTIN |
| Phone | 8107323000 | PhoneNum |
| Preparation | 2018-06-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,640,216 | 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 | $367,611 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,415 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,415 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,741 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $469,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,868 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $766 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,226 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $319,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,252 | CashBOYAmt |
| Cash EOY | $15,829 | CashEOYAmt |
| Cash EOYFMV | $15,829 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,509,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,635,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,691,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,230,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,416,961 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,932,804 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,757,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,067,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,640,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,757,399 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,067,830 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,757,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,067,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,757,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,067,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,757,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $319,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,077,386 | SubtotalAmt |
| Other Decreases | $9,556 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,067,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $39,000 | $38,749 | $251 | $251 |
| GOLDMAN SACHS | P | $68 | $68 | $68 | |
| GOLDMAN SACHS | P | $65,977 | $58,575 | $7,402 | $7,402 |
| GOLDMAN SACHS | P | $52,589 | $49,607 | $2,982 | $2,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,753 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,982 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,739,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047461 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,396 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,545,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,431 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,367,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,082,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,656,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052529 | DistributionYr5Rt |
| Total Distribution | 0.259858 | TotalDistributionRt |
| Average Distribution | 0.051972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,205,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,619 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $889 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,778 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,778 | SubtotalAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,526 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,526 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $291 | TaxDueAmt |
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 |
| 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 | SHAWN SNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9897536486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 MORLEY DRIVE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JASON TUNNEY | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW MOELLER | ||||||||
| 525 MORLEY DR | SAGINAW | MI | 48601 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| SHAWN SNY | ||||||||
| 525 MORLEY DR | SAGIANW | MI | 48601 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,075,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,254,756 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,254,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,205,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,778 | TotalTaxAmt |
| Distributable Before Adj | $158,519 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $158,519 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $158,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $135,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,519 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,587 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,186 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,347 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $135,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $23,519 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,519 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,601 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHAWN SNY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W MORLEY DR | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9897536486 | RecipientPhoneNum |
| Recipient Email Address | SSNY@DUROLAST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
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 |
|---|---|---|---|---|---|---|---|
| VALLEY LUTHERAN HIGH SCHOOL | |||||||
| 3560 MCCARTY RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $50,000 |
| VALLEY LUTHERAN HIGH SCHOOL | |||||||
| 3560 MCCARTY RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $15,000 |
| NCC LEGACY OF FAITH | |||||||
| 255 WIENEKE RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | LEGACY CAMPAIGN | $5,000 |
| CONCORDIA UNIVERSITY | |||||||
| 4090 GEDDES RD | ANN ARBOR | MI | 48105 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $5,000 |
| BETHLEHEM LUTHERAN | |||||||
| 2777 HERMANSAU | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $20,000 |
| PEACE LUTHERAN ELEMENTARY SCHOOL | |||||||
| 3161 LAWNDALE | SAGINAW | MI | 48603 | NONE | 501(C)(3) | STUDENT ASSISTANCE | $5,000 |
| SHEBOYGAN CHRISTIAN SCHOOL | |||||||
| 418 GEELE AVE | SHEBOYGAN | WI | 53083 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $10,000 |
| NOUVEL CATHOLIC CENTRAL HIGH SCHOOL | |||||||
| 2555 WIENEKE RD | SAGINAW | MI | 48603 | NONE | 501(C)(3) | EDUCATIONAL SCHOLARSHIP | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,415 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,959 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,868 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DURO-LAST ROOFING | ||||||
| 1 | 525 MORLEY DR | SAGINAW | MI | 48601 | $228,749 | Yes (X) |
| TIP-TOP SCREW MANUFACTURING | ||||||
| 2 | 4183 FORREST | OSCODA | MI | 48750 | $19,428 | Yes (X) |
| OSCODA PLASTICS INC | ||||||
| 3 | 5585 NORTH HURON AVE | OSCODA | MI | 48750 | $23,712 | Yes (X) |
| PLASTATECH ENGINEERING LTD | ||||||
| 4 | 725 MORLEY DR | SAGINAW | MI | 48601 | $95,722 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,416,961 | EOYBookValueAmt |
| EOYFMV | $1,932,804 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTAL FUNDS | $1,401,100 | $1,394,198 |
| CORPORATE STOCK | $233,940 | $297,385 |
| ETF PRODUCTS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $9,556 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| STATE OF MICHIGAN | $20 | $20 |
| INVESTMENT FEES | $12,206 | $12,206 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME - 593-3 | Desc |
| Revenue And Expenses Per Books | $9,741 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,741 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - 593 | $766 | $766 |
| FEDERAL TAXES | $1,500 |
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