Dorothy Blakely Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Dorothy Blakely Foundation (EIN 61-6055236)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-06
- IRS object ID
- 201522799349100607
- Schema version
- 2013v4.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-06T15:34:45-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ROBINSON RD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616055236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY BLAKELY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5178414886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6075 BROWNS LAKE ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H AYMOND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5178414886 | PhoneNum |
| Signature | 2015-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A HILDRETH CPA | PreparerPersonNm |
| PTIN | P00079169 | PTIN |
| Phone | 5177876503 | PhoneNum |
| Preparation | 2015-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,237,731 | 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 | $65,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,817 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,157 | 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 | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130 | CashBOYAmt |
| Cash EOY | $224 | CashEOYAmt |
| Cash EOYFMV | $224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,832,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,885,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,100,974 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $149,185 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,089,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,022,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,237,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,219,112 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,219,112 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$130,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$196,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,089,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,089,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,022,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,089,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,022,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS INDEX | 2011-10-26 | 2014-09-02 | $22,703 | $20,313 | $2,389 | $2,389 |
| VANGUARD EMERGING MARKETS INDEX | 2010-09-20 | 2014-09-02 | $13,622 | $13,272 | $350 | $350 |
| VANGUARD EMERGING MARKETS INDEX | 2010-03-19 | 2014-09-02 | $45,405 | $41,328 | $4,077 | $4,077 |
| TARGET CORPORATION | 2011-01-31 | 2014-03-07 | $18,263 | $16,443 | $1,820 | $1,820 |
| TARGET CORPORATION | 2010-12-07 | 2014-03-07 | $18,263 | $17,967 | $296 | $296 |
| TARGET CORPORATION | 2010-06-24 | 2014-03-07 | $24,351 | $20,642 | $3,708 | $3,708 |
| TARGET CORPORATION | 2010-06-24 | 2014-03-07 | $9,375 | $7,947 | $1,427 | $1,427 |
| TARGET CORPORATION | 2008-10-24 | 2014-03-07 | $27,150 | $14,781 | $12,369 | $12,369 |
| PETSMART INC | 2014-03-07 | 2014-11-13 | $29,153 | $27,330 | $1,823 | $1,823 |
| PETSMART INC | 2014-03-07 | 2014-11-13 | $7,288 | $6,832 | $456 | $456 |
| CITRIX SYSTEMS | 2012-12-05 | 2014-09-02 | $14,159 | $12,006 | $2,153 | $2,153 |
| CITRIX SYSTEMS | 2012-06-01 | 2014-09-02 | $7,080 | $7,121 | -$42 | -$42 |
| CITRIX SYSTEMS | 2012-06-01 | 2014-09-02 | $7,080 | $7,121 | -$41 | -$41 |
| CITRIX SYSTEMS | 2012-03-12 | 2014-09-02 | $21,239 | $22,970 | -$1,731 | -$1,731 |
| CDX GLOBAL INC | 2012-12-05 | 2014-11-13 | $2,683 | $1,448 | $1,235 | $1,235 |
| CDX GLOBAL INC | 2010-05-13 | 2014-11-13 | $7,499 | $3,019 | $4,480 | $4,480 |
| CDX GLOBAL INC | 2007-05-07 | 2014-11-13 | $1,033 | $453 | $580 | $580 |
| CDX GLOBAL INC | 2005-12-30 | 2014-11-13 | $4,883 | $1,909 | $2,975 | $2,975 |
| ISHARES S&P LATIN AMERICA | 2010-03-19 | 2013-12-03 | $18,362 | $23,483 | -$5,121 | -$5,121 |
| ISHARES S&P LATIN AMERICA | 1920-08-11 | 1920-12-03 | $11,017 | $13,677 | -$2,659 | -$2,659 |
| ISHARES S&P LATIN AMERICA | 2011-01-31 | 2013-12-03 | $11,020 | $15,369 | -$4,349 | -$4,349 |
| ISHARES S&P LATIN AMERICA | 2011-10-26 | 2013-12-03 | $18,366 | $21,743 | -$3,378 | -$3,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,843,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,592,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,539,575 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,348,469 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039600 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,989,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077753 | DistributionYr5Rt |
| Total Distribution | 0.258785 | TotalDistributionRt |
| Average Distribution | 0.051757 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,110,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,000 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $634 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,634 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,451 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,451 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $183 | OverpaymentAmt |
| Applied To ES Tax | $183 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN - JAMES A HILDRETH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5178414886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ROBINSON ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS BURDICK | ||||||||
| 4251 HORTON ROAD | JACKSON | MI | 49203 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| CHARLES H AYMOND | ||||||||
| 6075 BROWNS LAKE ROAD | JACKSON | MI | 49203 | SECRETARY | 0.10 | $0 | $0 | $0 |
| JAMES A HILDRETH | ||||||||
| 1930 HERKIMER DRIVE | JACKSON | MI | 49203 | DIRECTOR | 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 |
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 | $2,995,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,158,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,158,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,110,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,268 | TotalTaxAmt |
| Distributable Before Adj | $154,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $118,727 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $118,727 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,773 | 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 | $147,494 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES H AYMOND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6075 BROWNS LAKE ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5177845035 | RecipientPhoneNum |
| Form And Info And Materials | INITIAL LETTER OF REQUEST - 1) EXPLAIN NEED 2) AMOUNT OF REQUEST 3) OTHER SOURCES YOU ARE REQUESTING FUNDS FROM FOR THIS PROJECT 4) LIST OF DIRECTORS 5) TAX EXEMPT LETTER 6) CURRENT FINANCIAL STATEMENT & OPERATING BUDGET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANNUALLY, OCTOBER 1, 201X | SubmissionDeadlinesTxt |
| Restrictions On Awards | IMMEDIATE JACKSON, MICHIGAN AREA WITH EXCEPTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AWARE INC | |||||||
| 706 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $5,000 |
| CASCADE HUMANE SOCIETY | |||||||
| 1515 CARMEN DRIVE | JACKSON | MI | 49202 | NONE | 501 (C) (3) | OPERATIONS | $20,000 |
| DAHLEM ENVIRONMENTAL EDUCATION CENTER | |||||||
| 7117 SOUTH JACKSON ROAD | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $9,000 |
| ELLA SHARP MUSEUM OF ART AND HISTORY | |||||||
| 3225 FOURTH STREET | JACKSON | MI | 49203 | NONE | 501 (C) (3) | OPERATIONS | $20,000 |
| JACKSON FRIENDLY HOME | |||||||
| 435 WEST NORTH STREET | JACKSON | MI | 49202 | NONE | 501 (C) (3) | OPERATIONS | $15,000 |
| JACKSON INTERFAITH SHELTER | |||||||
| 414 S BLACKSTONE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $10,000 |
| JACKSON NON PROFIT SUPPORT CENTER | |||||||
| 536 N JACKSON STREET | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $3,000 |
| JACKSON SYMPHONY ORCHESTRA ASSOCIATION | |||||||
| 215 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $11,000 |
| JOHN GEORGE HOME INC | |||||||
| 1501 E GANSON STREET | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $10,000 |
| JUNIOR ACHIEVEMENT OF MICHIGAN EDGE | |||||||
| 209 EAST WASHINGTON AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $2,500 |
| MICHIGAN SHAKESPEARE FESTIVAL | |||||||
| 215 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $10,000 |
| THE WILLIAM SPARKS CASCADES FALLS FUND - A 501-(C)(3) ENITY | |||||||
| 659 KIBBY ROAD | JACKSON | MI | 49203 | NONE | 501 (C) (3) | MAINTENANCE AND PROGRAM ACTIVITY FOR A PUBLIC PARK | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,817 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,817 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,781 | 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 | REHMANN | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INSTITUTIONAL - NOMINEE ACCOUNT 2514-0369 | StockNm |
| EOY Book Value | $1,885,905 | EOYBookValueAmt |
| EOYFMV | $3,100,974 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INSTITUTIONAL - NOMINEE ACCOUNT 2514-0369 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORIES | $20,637 | $20,637 | $0 |
| STATE OF MICHIGAN ANNUAL REGISTRATION | $20 | $20 | $0 |
| U S POSTAL - BOX RENTAL | $56 | $56 | $0 |
| OFFICE ASSISTANCE | $25 | $25 | $0 |
| MISCELLANEOUS | $4,268 | $4,268 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHELD TAXES - CHARLES SCHWAB A/C 2N 2514-0369 1 MONTH 2013 | $36 | $36 | $0 |
| FOREIGN WITHHELD TAXES - CHARLES SCHWAB A/C 2N 2514-0369 11 MONTHS 2014 | $1,812 | $1,812 | $0 |