L & L EDUCATIONAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- L & L EDUCATIONAL FOUNDATION (EIN 38-2785121)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-04
- IRS object ID
- 201822779349100702
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-04T11:15:58-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382492570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 WEST BIG BEAVER ROAD | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | 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 | 382785121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L & L EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | L&LE | BusinessNameControlTxt |
| Phone | 5863361600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY DOMENICK-MUSCAT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5863361600 | PhoneNum |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J BERRY CPA | PreparerPersonNm |
| PTIN | P00360664 | PTIN |
| Phone | 2482443000 | PhoneNum |
| 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 | $12,495,436 | 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 | $213,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $240,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $648,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,932 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $779,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,020 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $617,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $574,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $538,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $406,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $406,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,452,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,339,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,088,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,584,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,746,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,495,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,584,011 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,746,221 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,584,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,746,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,584,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,746,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,584,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,746,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,746,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $23,528 | $21,114 | $2,414 | $2,414 |
| CHARLES SCHWAB | P | $361,688 | $301,623 | $60,065 | $60,065 |
| CAPITAL GAINS DIVIDENDS | P | $263,453 | $263,453 | $263,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $541,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,360,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $504,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,831,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046540 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $436,436 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,796,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $421,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,795,483 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043018 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $351,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,600,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040847 | DistributionYr5Rt |
| Total Distribution | 0.223066 | TotalDistributionRt |
| Average Distribution | 0.044613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,661,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $520,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,388 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $525,644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $574,462 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,586 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,586 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,198 | OverpaymentAmt |
| Applied To ES Tax | $5,198 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET DOMENICK - MUSCAT | IndividualWithBooksNm |
| Phone | 5863361600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DRIVE | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET DOMENICK-MUSCAT | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| HEATHER TROMBETTA | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ARNOLD KUMMEROW | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JUSTIN L SCHUPP | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN LANE | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LESLE COLE | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| AMY NAGY | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TREASURER | 3.00 | $0 | $0 | $0 |
| SARAH FEZZEY | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | SECRETARY | 0.25 | $0 | $0 | $0 |
| NANCY CAMPBELL | ||||||||
| 160 MCLEAN DRIVE | ROMEO | MI | 48065 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,684,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,839,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,839,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,661,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $583,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $583,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,388 | TotalTaxAmt |
| Distributable Before Adj | $577,688 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $577,688 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $577,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $574,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $574,462 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,388 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $569,074 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $577,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,066 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $574,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,066 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $77,292 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN LANE | ContributingManagerNm |
| Contributing Manager | LESLE COLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | L L EDUCATIONAL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 MCLEAN DR | AddressLine1Txt |
| City | ROMEO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5863361608 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APFEL DANA | |||||||
| 12908 EASTON CT | UTICA | MI | 48315 | NONE | PC | EDUCATION | $4,776 |
| ARGUELLES MANUEL | |||||||
| 222 CHRISTOPHER STONE DR | CAPAC | MI | 48014 | NONE | PC | EDUCATION | $6,200 |
| ARNOLD ELISE | |||||||
| 5375 LUM ROAD | ATTICA | MI | 48412 | NONE | PC | EDUCATION | $10,099 |
| ARNOLD KATHRYN | |||||||
| 5375 LUM ROAD | ATTICA | MI | 48412 | NONE | PC | EDUCATION | $3,440 |
| BADRAK NATHAN | |||||||
| 20820 ERBEN | ST CLAIR SHORES | MI | 48081 | NONE | PC | EDUCATION | $1,043 |
| BALSAM PATRICK | |||||||
| 12875 EXCALIBUR LANE | ROMEO | MI | 48065 | NONE | PC | EDUCATION | $5,000 |
| BARZ THOMAS | |||||||
| 1008 HIGHLAND DRIVE | SAINT CLAIR | MI | 48079 | NONE | PC | EDUCATION | $6,000 |
| BILLETTE NICOLE | |||||||
| 13052 BERESFORD DR | STERLING HEIGHTS | MI | 48313 | NONE | PC | EDUCATION | $3,493 |
| BINGHAM JORDAN | |||||||
| 49212 BERKSHIRE DRIVE | CHESTERFIELD | MI | 48047 | NONE | PC | EDUCATION | $4,000 |
| BOJOVIC LAURA | |||||||
| 53445 GREGORY DRIVE | MACOMB | MI | 48042 | NONE | PC | EDUCATION | $4,563 |
| BOJOVIC VICTORIA | |||||||
| 53445 GREGORY DRIVE | MACOMB | MI | 48042 | NONE | PC | EDUCATION | $10,212 |
| BOLONE JOHN | |||||||
| 5021 PRUNELLA DRIVE | ALMONT | MI | 48003 | NONE | PC | EDUCATION | $6,255 |
| BOSCA MAGGIE | |||||||
| 4084 SOUTH MILL RD | DRYDEN | MI | 48428 | NONE | PC | EDUCATION | $3,030 |
| BRIGUGLIO COURTNEY | |||||||
| 4722 4TH STREET | COLUMBIAVILLE | MI | 48421 | NONE | PC | EDUCATION | $4,000 |
| BROWN AARON | |||||||
| 3233 LAKE FOREST DR | STERLING HEIGHTS | MI | 48314 | NONE | PC | EDUCATION | $5,000 |
| BROWN NICOLE | |||||||
| 3233 LAKE FOREST DR | STERLING HEIGHTS | MI | 48314 | NONE | PC | EDUCATION | $5,000 |
| BRUNK KAYLEE | |||||||
| 1919 MITCHELL LAKE ROAD | ATTICA | MI | 48412 | NONE | PC | EDUCATION | $7,629 |
| BRUNK RYLIE | |||||||
| 1919 MITCHELL LAKE ROAD | ATTICA | MI | 48412 | NONE | PC | EDUCATION | $7,000 |
| BUSCH SAMANTHA | |||||||
| 2743 PATRICK HENRY ST APT 310 | AUBURN HILLS | MI | 48326 | NONE | PC | EDUCATION | $2,000 |
| CASE RACHEL | |||||||
| 275 BROWN CITY ROAD | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $3,000 |
| CHARBENEAU DAKOTA | |||||||
| 42838 WILMINGTON CT | STERLING HEIGHTS | MI | 48313 | NONE | PC | EDUCATION | -$738 |
| CHIMIELEWSKI DANIEL | |||||||
| 11117 WILSHIRE DRIVE | UTICA | MI | 48315 | NONE | PC | EDUCATION | $5,000 |
| COOMER SAVANNAH | |||||||
| 150 WEST FIFTH STREET | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $6,267 |
| COOMER SKYLER | |||||||
| 105 WEST FIFTH STREET | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $3,701 |
| CRUMP ALEXANDER | |||||||
| 2920 CEDAR RIDGE DR | TROY | MI | 48084 | NONE | PC | EDUCATION | $5,000 |
| DEACHIN KREG | |||||||
| 3215 E SHORE DRIVE | COLUMBIAVILLE | MI | 48421 | NONE | PC | EDUCATION | $5,000 |
| DEACHIN TREVOR | |||||||
| 3215 E SHORE DRIVE | COLUMBIAVILLE | MI | 48421 | NONE | PC | EDUCATION | $4,000 |
| DEBLAUWE DANIEL | |||||||
| 12987 HOUGH ROAD | RILEY | MI | 48041 | NONE | PC | EDUCATION | $5,000 |
| DECENA BRENDEN | |||||||
| 48851 MICHAYWE | MACOMB | MI | 48044 | NONE | PC | EDUCATION | $6,000 |
| DEORNELLAS NOELLE | |||||||
| 210 SIXTH STREET | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $9,000 |
| DIMKOVSKI NICHOLAS | |||||||
| 16227 COLORADO DRIVE | MACOMB | MI | 48042 | NONE | PC | EDUCATION | $6,000 |
| DIMOVSKI TATIANA | |||||||
| 18238 CANVASBACK DRIVE | CLINTON TWP | MI | 48038 | NONE | PC | EDUCATION | $472 |
| FLETCHER ASHLEY | |||||||
| 8184 LODGEPOLE TRAIL | LONE TREE | CO | 80124 | NONE | PC | EDUCATION | $4,220 |
| FRANZEL JENNA | |||||||
| 980 MEADOWLAWN ST | SAGINAW | MI | 48604 | NONE | PC | EDUCATION | $3,293 |
| GOERKE MELANIE | |||||||
| 11161 SCOTT RD | WASHINGTON | MI | 48094 | NONE | PC | EDUCATION | $4,500 |
| GONINO ADRIANNA | |||||||
| 57939 EMERALD COURT | WASHINGTON | MI | 48094 | NONE | PC | EDUCATION | $428 |
| GONINO LEANNA | |||||||
| 57939 EMERALD COURT | WASHINGTON | MI | 48094 | NONE | PC | EDUCATION | $4,330 |
| GRAY RYAN | |||||||
| 10897 48TH AVE APT J2 | ALLENDALE | MI | 49401 | NONE | PC | EDUCATION | $6,000 |
| GREENMAN HAILEY | |||||||
| 7541 CLEARLAKE ROAD | BROWN CITY | MI | 48416 | NONE | PC | EDUCATION | $1,431 |
| GRUNO ANDREW | |||||||
| 12209 RICHFIELD ROAD | DAVISON | MI | 48423 | NONE | PC | EDUCATION | $4,195 |
| HARRISON III EDWARD | |||||||
| 8941 HOUGHTON DRIVE | STERLING HEIGHTS | MI | 48314 | NONE | PC | EDUCATION | $3,000 |
| HARRISON DANIEL | |||||||
| 8941 HOUGHTON DRIVE | STERLING HEIGHTS | MI | 48314 | NONE | PC | EDUCATION | $3,950 |
| HESSEL JACOB | |||||||
| 4608 HORSEHOE DRIVE | SHELBY TWP | MI | 48316 | NONE | PC | EDUCATION | $7,000 |
| HICKS MEGAN | |||||||
| 27161 PONCHATRAIN | HARRISON TWP | MI | 48045 | NONE | PC | EDUCATION | $6,000 |
| INFINGER ALVIN | |||||||
| 267 BEAVER CREEK RD | NORTH | SC | 29112 | NONE | PC | EDUCATION | $808 |
| JAMES CHELSI | |||||||
| 3332 MICHELSON ROAD | ROCHESTER | MI | 48307 | NONE | PC | EDUCATION | $7,557 |
| JAYARAM PRIYANKA | |||||||
| 715 BRAEKEL CT | LEXINGTON | SC | 29072 | NONE | PC | EDUCATION | $2,000 |
| JOB KAYLEE | |||||||
| 1050 CEDAR ST | LAPEER | MI | 48446 | NONE | PC | EDUCATION | $3,092 |
| JOHNSON AUTUMN | |||||||
| 20 FULTON ST EAST APT 703 | GRAND RAPIDS | MI | 49503 | NONE | PC | EDUCATION | $1,955 |
| JONES DARRIN | |||||||
| 8650 N STONY DR APT 219 | WASHINGTON | MI | 48094 | NONE | PC | EDUCATION | $1,279 |
| JUDD LISA | |||||||
| 417 MILLER AVENUE | ROCHESTER | MI | 48307 | NONE | PC | EDUCATION | $3,000 |
| KERLEE JESSICA | |||||||
| 2950 SOUTH IOWA STREET | CHANDLER | AZ | 85286 | NONE | PC | EDUCATION | $5,000 |
| KIRKLAND MEGAN | |||||||
| 127 FALLING LEAF DR | LAPEER | MI | 48446 | NONE | PC | EDUCATION | $2,466 |
| KLEIN MORGAN | |||||||
| 2770 KOYLETTE ROAD | MARLETTE | MI | 48453 | NONE | PC | EDUCATION | $8,000 |
| KLEINO VANESSA | |||||||
| 1709 APPLE RIDGE COURT | ROCHESTER HILLS | MI | 48306 | NONE | PC | EDUCATION | $1,000 |
| KNEPPER JULIA | |||||||
| 5814 NEWCASTLE CT | WASHINGTON | MI | 48094 | NONE | PC | EDUCATION | $5,000 |
| KOSAL NOAH | |||||||
| 677 STODDARD ROAD | COLUMBUS | MI | 48063 | NONE | PC | EDUCATION | $5,000 |
| LANGLANDS KAYLEY | |||||||
| 48658 LAFAYETTE DRIVE | MACOMB | MI | 48044 | NONE | PC | EDUCATION | $5,000 |
| LI SHERRY | |||||||
| 1740 FIRESIDE DRIVE | TROY | MI | 48098 | NONE | PC | EDUCATION | $5,000 |
| LIGON BRAM | |||||||
| 310 CLAIRHILL DR | ROCHESTER HILLS | MI | 48309 | NONE | PC | EDUCATION | $5,000 |
| LILLEY ELIZABETH | |||||||
| 21840 EAST VALLEY WOODS DRIVE | BEVERLY HILLS | MI | 48025 | NONE | PC | EDUCATION | $6,000 |
| LOHR MATTHEW | |||||||
| 2934 PINEWOOD DTIVE | PORT HURON | MI | 48060 | NONE | PC | EDUCATION | $5,000 |
| LOUWSMA DAVID | |||||||
| 6841 WAGNER RD | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $2,562 |
| MADAUS EMILY | |||||||
| 37508 ROBERT DR | RICHMOND | MI | 48062 | NONE | PC | EDUCATION | $6,000 |
| MADAY JORDAN | |||||||
| 302 E CHURCH STREET | CAPAC | MI | 48014 | NONE | PC | EDUCATION | $335 |
| MANCINI BENJAMIN | |||||||
| 49354 MONARCH DRIVE | MACOMB TWP | MI | 48044 | NONE | PC | EDUCATION | $5,000 |
| MARION HUNTER | |||||||
| 1409 WINNIE DR | OXFORD | MI | 48371 | NONE | PC | EDUCATION | $2,990 |
| MAZICH JOSEPH | |||||||
| 564 WALLACE STREET | BIRMINGHAM | MI | 48009 | NONE | PC | EDUCATION | $5,000 |
| MAZICH SOFIA | |||||||
| 564 WALLACE STREET | BIRMINGHAM | MI | 48009 | NONE | PC | EDUCATION | $5,000 |
| MOTES WENDLE | |||||||
| 3210 HONEYBEE LANE | OXFORD | MI | 48370 | NONE | PC | EDUCATION | $1,885 |
| MURPHY LAUREN | |||||||
| 15488 ALMONT ROAD | ALLENTON | MI | 48002 | NONE | PC | EDUCATION | $2,995 |
| NANTZ SAMANTHA | |||||||
| 3677 WASHINGTON ROAD | CARSONVILLE | MI | 48419 | NONE | PC | EDUCATION | $6,794 |
| PHELPS ALEXIS | |||||||
| 56803 HOLIDAY PINE DR | MACOMB | MI | 48042 | NONE | PC | EDUCATION | $5,845 |
| PHELPS MICHAEL | |||||||
| 56803 HOLIDAY PINE DR | MACOMB | MI | 48042 | NONE | PC | EDUCATION | $6,000 |
| PREMO MICHEAL-SCOTT | |||||||
| 81 W LORRAINE STREET | PECK | MI | 48466 | NONE | PC | EDUCATION | -$1,553 |
| RENNO KORREY | |||||||
| 3411 10TH AVE | PORT HURON | MI | 48060 | NONE | PC | EDUCATION | $7,486 |
| RICHARDSON HAYDEN | |||||||
| 11129 31 MILE ROAD | WASHINGTON | MI | 48095 | NONE | PC | EDUCATION | $5,000 |
| RODGERS BRANDON | |||||||
| 3440 PINE RIDGE | BURTON | MI | 48519 | NONE | PC | EDUCATION | $3,363 |
| RODRIGUEZ GABRIELLA | |||||||
| 7424 DRYDEN ROAD | ALMONT | MI | 48003 | NONE | PC | EDUCATION | $2,834 |
| ROSSEAU DEVON | |||||||
| 5911 MARTIN ROAD | CAPAC | MI | 48014 | NONE | PC | EDUCATION | $5,068 |
| ROSSEAU NICHOLAS | |||||||
| 2933 KINGS MILL ROAD | LAPEER | MI | 48446 | NONE | PC | EDUCATION | -$92 |
| ROSSEAU REILLY | |||||||
| 2933 KINGS MILL ROAD | LAPEER | MI | 48446 | NONE | PC | EDUCATION | $4,000 |
| ROSSOL AMANDA | |||||||
| 67265 RACHAEL LANE | WASHINGTON | MI | 48095 | NONE | PC | EDUCATION | $7,198 |
| ROSSOL NICKOLAS | |||||||
| 67265 RACHAEL LANE | WASHINGTON | MI | 48095 | NONE | PC | EDUCATION | $5,365 |
| ROTKIEWICZ MATTHEW | |||||||
| 11293 CHAPMAN COURT | BRUCE TWP | MI | 48065 | NONE | PC | EDUCATION | $5,000 |
| ROTKIEWICZ THEO | |||||||
| 11293 CHAPMAN COURT | BRUCE TWP | MI | 48065 | NONE | PC | EDUCATION | $5,000 |
| SCHRAMM MAKANNA | |||||||
| 75400 MACKEY ROAD | RICHMOND | MI | 48062 | NONE | PC | EDUCATION | $8,000 |
| SEGUIN DANIEL | |||||||
| 68397 ROSEWOOD LANE | RICHMOND | MI | 48062 | NONE | PC | EDUCATION | $4,609 |
| SETTER KATI | |||||||
| 1729 SISSON ROAD | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $1,365 |
| SHANTZ ERICA | |||||||
| 2016 N VERMONT AVENUE | ROYAL OAK | MI | 48073 | NONE | PC | EDUCATION | $3,500 |
| SHARROW HALEY | |||||||
| 1424 WHISPERING WOODS LANE | MARYSVILLE | MI | 48040 | NONE | PC | EDUCATION | $8,000 |
| SHEKOSKI JOSEPH | |||||||
| 50657 BOWER DRIVE | NEW BALTIMORE | MI | 48047 | NONE | PC | EDUCATION | $7,000 |
| SIKLOSI BERNADETTE | |||||||
| 660 MAPLE GROVE ROAD | LAPEER | MI | 48446 | NONE | PC | EDUCATION | $6,000 |
| SLY ASHLEY | |||||||
| 416 ALMONT AVE | ALMONT | MI | 48003 | NONE | PC | EDUCATION | $7,410 |
| SMITH MATTHEW | |||||||
| 46795 HEATHER LANE | CHESTERFIELD | MI | 48051 | NONE | PC | EDUCATION | $7,670 |
| SMITH TYLER | |||||||
| 2114 BRISTOL ROAD | IMLAY CITY | MI | 48444 | NONE | PC | EDUCATION | $4,500 |
| SMITTERBERG CHASE | |||||||
| 2694 FLINT RIVER ROAD | LAPEER | MI | 48446 | NONE | PC | EDUCATION | $5,872 |
| SOAVE ALEXIS | |||||||
| 508 HAMILTON AVE | ALMONT | MI | 48003 | NONE | PC | EDUCATION | $8,000 |
| SOAVE ALYSSA | |||||||
| 508 HAMILTON AVE | ALMONT | MI | 48003 | NONE | PC | EDUCATION | $1,155 |
| SPENCER KAYLA | |||||||
| 354 PHESANT DR | CAPAC | MI | 48014 | NONE | PC | EDUCATION | $4,000 |
| SPENCER ZOE | |||||||
| 354 PHESANT DR | CAPAC | MI | 48014 | NONE | PC | EDUCATION | $8,000 |
| THOMAS ADRIENNE | |||||||
| 5634 N KENMORE AVE BA2 | CHICAGO | IL | 60660 | NONE | PC | EDUCATION | $5,560 |
| THOMPSON KAELY | |||||||
| 111 SQUIRES CREEK ROAD | SIMPSONVILLE | SC | 29681 | NONE | PC | EDUCATION | $5,000 |
| TROLLEY LISA MARIE | |||||||
| 1465 ROY ROAD | OXFORD | MI | 48371 | NONE | PC | EDUCATION | $13,539 |
| VANCONANT BRANDON | |||||||
| 5502 SCHOOL ROAD | PECK | MI | 48466 | NONE | PC | EDUCATION | $3,000 |
| VANCONANT TARA | |||||||
| 5502 SCHOOL ROAD | PECK | MI | 48466 | NONE | PC | EDUCATION | $3,000 |
| VAZANA MEGAN | |||||||
| 1049 AUTUMNVIEW COURT | ROCHESTER | MI | 48307 | NONE | PC | EDUCATION | $4,000 |
| VIAENE ASHLEIGH | |||||||
| 5662 CASEY ROAD | DRYDEN | MI | 48428 | NONE | PC | EDUCATION | $6,000 |
| WALKER JOSHUA | |||||||
| 27820 28 MILE ROAD | LENOX | MI | 48048 | NONE | PC | EDUCATION | $3,079 |
| WALKER NICHOLAS | |||||||
| 27820 28 MILE ROAD | LENOX | MI | 48048 | NONE | PC | EDUCATION | $4,907 |
| WALKER ONTARIO RANDEZ | |||||||
| 310 PEACH STREET | RIDGEWAY | SC | 29130 | NONE | PC | EDUCATION | $2,909 |
| WEISHAAR REBECCA | |||||||
| 28954 31 MILE RD | LENOX | MI | 48050 | NONE | PC | EDUCATION | $9,000 |
| WILCOX HAYLI | |||||||
| 5701 MEADOW LANE | DRYDEN | MI | 48428 | NONE | PC | EDUCATION | $6,395 |
| WILCOX LOGAN | |||||||
| 8424 GOSLINE ROAD | MARLETTE | MI | 48453 | NONE | PC | EDUCATION | $6,005 |
| WILLIAMS CARLY JO | |||||||
| 30 REBECCA STREET PO BOX 164 | PECK | MI | 48466 | NONE | PC | EDUCATION | $6,487 |
| WILLING TREVOR | |||||||
| 1185 WEST FRENCHLINE ROAD | SANDUSKY | MI | 48471 | NONE | PC | EDUCATION | $6,000 |
| WOODY JOEL | |||||||
| 3511 TARA DR | HIGHLAND | MI | 48356 | NONE | PC | EDUCATION | $6,822 |
| WRIGHT NICOLE | |||||||
| 12392 ST MICHEL AVE | ROMEO | MI | 48065 | NONE | PC | EDUCATION | $1,432 |
| WRIGHT WILLIAM | |||||||
| 6395 WINDEMERE LN | SHELBY TWP | MI | 48316 | NONE | PC | EDUCATION | $2,000 |
| WYLIN KATHERINE | |||||||
| 1017 B COUNTRY WAY | MT PLEASANT | MI | 48858 | NONE | PC | EDUCATION | $2,000 |
| WYLIN KRISTA | |||||||
| 15625 HOUGH ROAD | ALLENTON | MI | 48002 | NONE | PC | EDUCATION | $8,000 |
| YOUNG ELIZABETH | |||||||
| 105 BAYWOOD COURT | LEXINGTON | SC | 29072 | NONE | PC | EDUCATION | $4,000 |
| ARMADA AREA SCHOOLS | |||||||
| 74500 BURK STREET | ARMADA | MI | 48005 | NONE | PC | EDUCATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,487 | 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 | $240,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $566,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $566,835 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBRA LANE | ||||||
| 1 | 8449 N 79TH STREET | LONGMONT | CO | 80503 | $10,000 | Yes (X) |
| MICHAEL SCHUPP | ||||||
| 2 | 10729 AIRPORT RD | LONGMONT | CO | 80503 | $5,000 | Yes (X) |
| SUSAN LANE | ||||||
| 3 | 1271 ROMNEY ROAD | BLOOMFIELD HILLS | MI | 48304 | $10,000 | Yes (X) |
| W EUGENE LANE | ||||||
| 4 | 13261 BURGUNDY DRIVE SOUTH | PALM BEACH GARDENS | FL | 33410 | $100,000 | Yes (X) |
| MARY K GALLOWAY | ||||||
| 5 | 18301 N CROSS U RANCH ROAD | PRESCOTT | AZ | 86305 | $86,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11470.715 SHS AMERICAN FD EUROPACIFIC GROWTH FUND | $448,755 | $644,540 |
| 7487.224 SHS T ROWE PRICE NEW HORIZON FUND | $292,834 | $394,053 |
| 57338.826 SHS DODGE & COX INCOME FUND | $788,273 | $788,982 |
| 13637.85 SHS DODGE & COX INTERNATIONAL STOCK FUND | $419,291 | $631,705 |
| 57025.606 SHS LOOMIS SAYLES BOND FUND | $836,675 | $784,672 |
| 6432.352 SHS VANGUARD INSTL INDEX FUND | $940,687 | $1,566,020 |
| 14338.204 SHS COLUMBIA MID CAP INDEX FUND | $145,365 | $236,150 |
| 8954.351 SHS JPMORGAN MID CAP VALUE FUND | $161,439 | $360,681 |
| 10470.924 SHS VANGUARD WINDSOR II FUND | $517,811 | $702,809 |
| 2729.621 SHS GOLDMAN SACHS SMALL CAP VALUE FUND | $146,026 | $165,770 |
| 9395.601 SHS MATTHEWS PACIFIC TIGER FUND | $211,509 | $297,183 |
| 16951.234 SHS T ROWE PRICE BLUE CHIP GROWTH FUND | $748,660 | $1,632,912 |
| 27760.776 SHS TEMPLETON GLOBAL BOND FUND | $352,301 | $328,965 |
| 5905.905 SHS AMERICAN BEACON SMALL CAP VALUE | $148,864 | $161,881 |
| 68191.717 SHS VANGUARD ST INVESTMENT GRADE FUND | $725,700 | $724,878 |
| 6829.136 SHS COLUMBIA MID CAP INDEX FUND | $97,376 | $114,730 |
| 68535.525 SHS WESTERN ASSET CORE PLUS | $800,914 | $810,775 |
| 23605.904 SHS AMERICAN BEACON LG CAP | $677,324 | $688,112 |
| 8869.977 SHS DFA EMERGING MARKETS PORT | $215,649 | $270,268 |
| 9637.452 SHS PRIMECAP ODYSSEY AGGR | $290,634 | $427,228 |
| 32986.386 SHS BRANDYWINEGLOBAL GLBL | $373,595 | $356,583 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $28,020 | $28,020 | $0 |
| COMMITTEE MEMBER COMPENSATION | $2,975 | $0 | $2,975 |
| FOUNDATION SOFTWARE, SUPPORT & TRAINING | $5,598 | $0 | $0 |
| AWARD RECEPTION FOR SCHOLARSHIP RECIPIENTS | $3,093 | $0 | $0 |
| OFFICE EXPENSES | $187 | $0 | $0 |
| BANK CHARGES | $100 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT | $20 | $0 | $0 |
| FEDERAL EXCISE TAX | $4,000 | $0 | $0 |
Comments