BETA

E MANDELL AND BETSY DE WINDT FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
E MANDELL AND BETSY DE WINDT FOUNDATION (EIN 34-1536552)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-27
IRS object ID
201601189349100105
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-27T10:15:54-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD SUITE 3AddressLine1Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341536552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E MANDELL AND BETSY DEWINDT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CONNER & ASSOCIATESInCareOfNm
Business Name ControlEMANBusinessNameControlTxt
Phone2162928030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139479 TUDOR DRIVEAddressLine1Txt
CityWILLOUGHBYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA BURKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2162928030PhoneNum
Signature2016-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott SimmerlyPreparerPersonNm
PTINP00533581PTIN
Phone2162928030PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,252DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,230DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,809NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$125,380GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,809CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,061TotalRevAndExpnssAmt
Total Net Invst Incm$18,039TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,277OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,277OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$157TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,434TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,293TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,434TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,293TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,627ExcessRevenueOverExpensesAmt
Net Investment Income$13,746NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,967SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,570SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,570SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$374,345CorporateStockBOYAmt
Corporate Stock EOY$375,369CorporateStockEOYAmt
Corporate Stock EOYFMV$207,155CorporateStockEOYFMVAmt
Total Assets BOY$383,312TotalAssetsBOYAmt
Total Assets EOY$388,939TotalAssetsEOYAmt
Total Assets EOYFMV$220,725TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$383,312CapitalStockBOYAmt
Capital Stock EOY$388,939CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$383,312TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$388,939TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$383,312TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$388,939TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$383,312TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,627ExcessRevenueOverExpensesAmt
Subtotal$388,939SubtotalAmt
Tot Net Ast Or Fund Balances EOY$388,939TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BLACKROCK GLOBAL ALLOC A 743 SHSP2008-09-042015-01-06$14,253$13,717$536$536
SEE MERRILL LYNCH STMT #02016P2013-01-032015-01-07$111,111$96,854$14,257$14,257
CASH IN LIEUP2010-01-012015-01-01$16$16$16
FieldValueIRS element (for citing)
Capital Gain Net Income$14,809CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,859AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$226,347NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092155DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,950AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$214,075NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060493DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$208,650NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045531DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$211,251NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061538DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$213,024NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06572DistributionYr5Rt
Total Distribution0.325437TotalDistributionRt
Average Distribution0.065087AverageDistributionRt
Net Vl Noncharitable Assets$221,361NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,408AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$137NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,545AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$275InvestmentIncomeExciseTaxAmt
Subtotal$275SubtotalAmt
Tax Based On Investment Income$275TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$275TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4406170391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD STE3AddressLine1Txt
CitywestlakeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PAMELA BURKE
39479 TUDOR DRIVEWILLOUGHBYOH44094PRESIDENT2.0$0
DANA DE WINDT
4131 SE Henley laneStuartFL34995SECRETARY1.0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$207,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$224,732TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$224,732AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$221,361NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,068MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,068MinimumInvestmentReturnAmt
Tax Based On Investment Income$275TaxBasedOnInvestmentIncomeAmt
Total Tax$275TotalTaxAmt
Distributable Before Adj$10,793DistributableBeforeAdjAmt
Distributable Before Ded$10,793DistributableBeforeDedAmt
Distributable As Adjusted$10,793DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,793DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,424ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,638ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,517ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,824ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,403TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$8,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,793ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,793ExcessDistributionCyovAppCYAmt
Total Corpus$15,610TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$631ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,979ExcessDistriCyovToNextYrAmt
Excess From Year4$2,638ExcessFromYear4Amt
Excess From Year2$2,517ExcessFromYear2Amt
Excess From Year1$9,824ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerE M DEWINDT 36 RIVERVIEW ROAD HContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHAUTAUQUA INSTITUTION
1 AMES AVECHAUTAUQUANY14722NONEPUBLIC CHARITYGEENRAL FUND$1,000
HAWKEN SCHOOL
12465 COUNTY LINE RDGATES MILLSOH44040NONEPUBLIC CHARITYGENERAL FUND$1,000
CATCH
223 FISHER BUILDINGDETROITMI48202NONEPUBLIC CHARITYGENERAL FUND$1,0003011 WEST GRAND BLVD
MCLAREN NORTHERN MI HOSPITAL FND
16604 DORAL DRIVENORTHVILLEMI48168NONEPUBLIC CHARITYGEENRAL FUND$1,500
EDUCATION FOUNDATION MARTIN COUNTY
PO BOX 291STUARTFL34995NONEPUBLIC CHARITYGENERAL FUND$1,500
MANNA FOOD PROJECT
8971 MCBRIDE PARK DRHARBOR SPRINGSMI49740NONEPUBLIC CHARITYGENERAL FUND$200
FIRST TEE OF MICHIGAN
P O BOX 613HARBOR SPRINGSMI49740NONEPUBLIC CHARITYGENERAL FUND$200
PRESBYTERIAN VILLAGE MINISTRY
26200 LAHSER ROAD SUITE 300SOUTHFIELDMI48033NONEPUBLCI CHARITYGENERAL FUND$500
COMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921NONEPCGENERAL FUND$400
WOMENS RESOURCE CENTER
423 PORTER STREETPETOSKEYMI49770NONEPCGENERAL FUND$200
BRIANA LAWSON FOUNDATION
6009 SE WALKERS CAY CTSTUARTFL34997NONEPFGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,252ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,809ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,061ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,061TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,277Amt
Net Investment Income$4,277NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON INVEST INCOME$16$16
EXCISE TAX - INVESTMENT INCOME$141

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.