SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-19
- IRS object ID
- 201612019349100311
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-19T13:52:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382517534 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER GHERSI & LADUKE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST LONG LAKE ROAD STE 135 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483042374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383208309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 2485402001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE NO B 404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2485402001 | PhoneNum |
| Signature | 2016-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN G LADUKE | PreparerPersonNm |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | PhoneNum |
| Preparation | 2016-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $390,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $365 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $365 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,810 | 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 | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,567 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,992 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,749 | CashBOYAmt |
| Cash EOY | $7,987 | CashEOYAmt |
| Cash EOYFMV | $7,987 | CashEOYFMVAmt |
| Other Investments BOY | $370,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $353,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $382,289 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $391,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $361,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $390,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $391,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $361,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $391,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $391,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $361,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $391,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $361,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $361,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST S.T. STOCK SALES | P | 2015-01-01 | 2015-12-31 | $82,848 | $83,806 | -$958 | -$958 |
| NORTHERN TRUST L.T. STOCK SALES | P | 2010-02-26 | 2015-12-31 | $116,176 | $114,809 | $1,367 | $1,367 |
| 503 SHRS POWERSHARES DB COMMODITY | P | 2015-03-31 | 2015-07-02 | $8,913 | $8,613 | $300 | $300 |
| 188 SHRS POWERSHARES DB COMMODITY | P | 2015-03-31 | 2015-07-27 | $2,989 | $3,221 | -$232 | -$232 |
| POWERSHARE K-1 (ST) | P | 2015-12-31 | 2015-12-31 | $1,705 | -$1,705 | -$1,705 | |
| POWERSHARE K-1 (LT) | P | 2015-12-31 | $2,214 | -$2,214 | -$2,214 | ||
| CAPITAL GAINS DIVIDENDS | P | $3,060 | $3,060 | $3,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $440,721 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,039 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $357,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $347,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $363,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061281 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $353,585 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058543 | DistributionYr5Rt |
| Total Distribution | 0.311043 | TotalDistributionRt |
| Average Distribution | 0.062209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $418,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,038 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,116 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,364 | OverpaymentAmt |
| Applied To ES Tax | $1,364 | 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 | WILLIAM H SANDY | IndividualWithBooksNm |
| Phone | 2485402001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SANCTUARY DRIVE B404 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARJORIE M SANDY | ||||||||
| 535 SANCTUARY DRIVE B404 | LONGBOAT KEY | FL | 34228 | VP/SECY | 0.00 | $0 | $0 | $0 |
| ALAN M SANDY | ||||||||
| PO BOX 621 | BIRMINGHAM | MI | 480120621 | TREAS/TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEWIS G SANDY | ||||||||
| MN008-T830 9900 BREN ROAD | MINNETONKA | MN | 55343 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BARBARA SANDY GOLUB | ||||||||
| 37 PINE TERRACE | DEMAREST | NJ | 07627 | TRUSTEE | 0.00 | $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 |
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 | $413,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $424,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $424,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $418,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $156 | TotalTaxAmt |
| Distributable Before Adj | $20,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,492 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,684 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,533 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,492 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,675 | ExcessFromYear4Amt |
| Excess From Year3 | $6,000 | ExcessFromYear3Amt |
| Excess From Year2 | $6,684 | ExcessFromYear2Amt |
| Excess From Year1 | $4,824 | ExcessFromYear1Amt |
| Excess From Current Year | $3,858 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H SANDY | ContributingManagerNm |
| Contributing Manager | MARJORIE M SANDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTORS FUND | ||||||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,500 | |||||
| ASOLO REPERTORY THEATRE | ||||||||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PUBLIC | SUPPORT FOR EDUCATION | $450 | |||||
| BEAUMONT FOUNDATION | ||||||||||||
| PO BOX 5802 | TROY | MI | 480075802 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $150 | |||||
| BERGEN PERFORMING ARTS CENTER | ||||||||||||
| 30 NORTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | SUPPORT OF THE ARTS | $200 | |||||
| CONGREGATION BETH AHM | ||||||||||||
| 5075 WEST MAPLE RD | WEST BLOOMFIELD | MI | 48322 | NONE | PUBLIC | SUPPORT OF RELIGION | $100 | |||||
| CRANBROOK ART MUSEUM | ||||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48303 | NONE | FOUNDATION | EDUCATIONAL | $300 | |||||
| CRANBROOK INSTITUTE OF SCIENCE | ||||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | EDUCATIONAL | $3,500 | |||||
| CULVER-STOCKTON COLLEGE | ||||||||||||
| ONE COLLEGE HILL | CANTON | MO | 63435 | NONE | PUBLIC | EDUCATIONAL | $50 | |||||
| DETROIT INSTITUTE OF ARTS | ||||||||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | NONE | PUBLIC | SUPPORT OF ARTS | $1,150 | |||||
| DETROIT PUBLIC TELEVISION | ||||||||||||
| 1 CLOVER COURT | WIXOM | MI | 483932247 | NONE | PUBLIC | EDUCATIONAL | $210 | |||||
| DWIGHT-ENGLEWOOD SCHOOL | ||||||||||||
| 315 E PALISADE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL | $3,500 | |||||
| INTERNATIONAL MENTAL HEALTH RESEARCH | ||||||||||||
| PCO BOX 680 | RUTHERFORD | CA | 94573 | NONE | PUBLIC | MEDICAL | $250 | |||||
| JEWISH BOOK COUNCIL | ||||||||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | EDUCATIONAL | $618 | |||||
| JEWISH FEDERATION OF METRO DETROIT | ||||||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48301 | NONE | PUBLIC | RELIGION | $500 | |||||
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | ||||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | RELIGION | $1,500 | |||||
| JEWISH HOUSING COUNCIL | ||||||||||||
| 1951 N HONORE AVENUE | SARASOTA | FL | 34235 | NONE | PUBLIC | EDUCATIONAL | $507 | |||||
| KADEMA | ||||||||||||
| 15999 TWELVE MILE RD | SOUTHFIELD | MI | 07977 | NONE | PUBLIC | COMMUNITY OUTREACH | $400 | |||||
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | SUPPORT OF THE ARTS | $200 | |||||
| MATHENY MEDICAL & EDUCATIONAL CENTER | ||||||||||||
| 65 HIGHLAND AVENUE | PARAMUS | FL | 32224 | NONE | PUBLIC | EDUCATIONAL | $500 | |||||
| MAYO CLINIC | ||||||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | MI | 48303 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $1,000 | |||||
| MICHIGAN OPERA THEATRE | ||||||||||||
| 65 HIGHLAND AVENUE | DETROIT | MI | 48226 | BOARD MEMBER | PUBLIC | EDUCATIONAL | $1,300 | |||||
| MICHIGAN PUBLIC RADIO | ||||||||||||
| 215 S WASHINGTON AVENU SUITE 33E | LANSING | MI | 48933 | NONE | PUBLIC | EDUCATIONAL | $100 | |||||
| OAKLAND UNIVERSITY | ||||||||||||
| 2200 N SQUIH RD | ROCHESTER | MI | 48309 | BOARD MEMBER | PUBLIC | EDUCATION | $1,000 | |||||
| RACQUET UP DETROIT | ||||||||||||
| 18100 MEYERS RD | DETROIT | MI | 48235 | NONE | PUBLIC | EDUCATIONAL | $200 | |||||
| RINGLING COLLEGE | ||||||||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | PUBLIC | EDUCATIONAL | $100 | |||||
| SEANY FOUNDATION | ||||||||||||
| 3530 CAMINO DEL RIO N101 | SAN DIEGO | CA | 92108 | NONE | PUBLIC | MEDICAL | $100 | |||||
| STANFORD EDUCATION FUND | ||||||||||||
| 4232 EL CAMINO REAL | PALO ALTO | CA | 94306 | NONE | PUBLIC | EDUCATION | $1,500 | |||||
| STRATFORD FESTIVAL OF AMERICA | ||||||||||||
| NONE | PUBLIC | EDUCATION | $300 | 55 QUEENS ST PO BOX 520 | STRATFORD | ONTARIO | CA | N5A 6V2 | ||||
| TEMPLE BETH ISRAEL LEADERSHIP CIRCLE | ||||||||||||
| 567 BAY ISLES DRIVE | LONG BOAT KEY | FL | 34228 | NONE | PUBLIC | RELIGION | $1,000 | |||||
| TEMPLE BETH ISRAEL | ||||||||||||
| 567 BAY ISLES DRIVE | LONG BOAT KEY | FL | 34228 | NONE | PUBLIC | RELIGION | $25 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | HEALTH SYS. & OF HUMANITIES | $2,000 | |||||
| WAYNE STATE UNIVERSITY | ||||||||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | NONE | PUBLIC | EDUCATIONAL | $250 | |||||
| WUSF PUBLIC MEDIA | ||||||||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 336206870 | NONE | PUBLIC | EDUCATIONAL | $120 | |||||
| YAD EZRA | ||||||||||||
| 2850 11 MILE RD | BERKLEY | MI | 48072 | NONE | PUBLIC | FOOD FOR SENIORS | $50 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,630 | 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 | $9,577 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$382 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,560 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $353,952 | BookValueAmt |
| EOYFMV | $382,289 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT | $20 | $0 | $0 |
| BROKER FEES | $1,850 | $1,850 | $0 |
| POWERSHARES K-1 | $142 | $142 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST BANK | Desc |
| Revenue And Expenses Per Books | $365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $365 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,464 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments