SAGE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAGE FOUNDATION (EIN 38-6041518)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-15
- IRS object ID
- 201541059349100434
- Schema version
- 2014v5.0
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T13:52:01-04:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY AMBROSIO YLEN EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36705 TULANE DR | AddressLine1Txt |
| City | Sterling Heights | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386041518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1919 | AddressLine1Txt |
| City | Brighton | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481165719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA SAGE FADIM | PersonNm |
| Person Title | PRES & TRUSTEE | PersonTitleTxt |
| Phone | 8102277660 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LILY AMBROSIO-YLEN | PreparerPersonNm |
| PTIN | P00016986 | PTIN |
| Phone | 5869397756 | PhoneNum |
| Preparation | 2015-04-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $56,796,840 | 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 |
| Interest On Sav Rev And Expnss | $259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,246,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,246,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,150,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,017,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,150,892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,397,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,397,794 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,737 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,737 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $176,252 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $61,688 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114,564 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $237,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $214,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,904 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,055 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,418 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $415 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $552,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $225,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,031,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,031,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,584,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,257,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $813,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,121,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,672 | CashBOYAmt |
| Cash EOY | $5,910 | CashEOYAmt |
| Cash EOYFMV | $5,910 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,542,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,362,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,362,111 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,311,108 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,982,635 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,177,622 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,616,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,745,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,584,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,321,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,516,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,667,016 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $46,798,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,611,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,796,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $46,798,188 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,611,638 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,798,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,611,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,798,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,611,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,798,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $813,450 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,611,638 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,611,638 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $35,961,751 | $32,866,350 | $3,095,401 | $3,095,401 |
| CLASS ACTION PROCEEDS | P | $5,193 | $5,193 | $5,193 | |
| CAPITAL GAIN DIVIDENDS | P | $50,298 | $50,298 | $50,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,150,892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,126,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,932,979 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,865,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,355,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054739 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,758,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,978,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,693,501 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,017,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053851 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,661,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,525,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058453 | DistributionYr5Rt |
| Total Distribution | 0.277028 | TotalDistributionRt |
| Average Distribution | 0.055406 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,817,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,148,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,189,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,257,138 | 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 | $41,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,784 | OverpaymentAmt |
| Applied To ES Tax | $8,784 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LAW OFFICES JOHN J AYAUB PC | IndividualWithBooksNm |
| Phone | 8102277660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1919 | AddressLine1Txt |
| City | Brighton | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481165719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA SAGE FADIM | ||||||||
| PO BOX 1919 | Brighton | MI | 481165719 | PRES & TRUSTEE | 20.00 | $75,000 | $0 | $0 |
| ANNE SAGE PRICE | ||||||||
| PO BOX 1919 | Brighton | MI | 481165719 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES E VAN DOREN | ||||||||
| PO BOX 1919 | Brighton | MI | 481165719 | VP & TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VICTORY CAPITAL MGT WAS MUNDER | |||||
| 480 PIERCE ST | Birmingham | MI | 48009 | INVESTMENT MGMT | $63,091 |
| WELLS FARGO ADVISORS | |||||
| ONE N JEFFERSON AVE | Saint Louis | MO | 63103 | INVESTMENT MGMT | $102,600 |
| LAW OFFICES OF JOHN J AYAUB PC | |||||
| PO BOX 1919 | Brighton | MI | 481165719 | LEGAL SERVICE | $176,252 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,564,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,682,354 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,682,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,817,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,840,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,840,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,216 | TotalTaxAmt |
| Distributable Before Adj | $2,799,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,799,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,799,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,257,138 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,257,138 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,215,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,799,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $743,343 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,257,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $743,343 | AppliedToYear1Amt |
| Applied To Current Year | $2,513,795 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $285,845 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA SAGE FADIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1919 | AddressLine1Txt |
| City | Brighton | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481165719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8102277660 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT CRITERIA AND OTHER INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS AS TO GEOGRAPHICAL AREA, CHARITABLE FIELDS OR TYPE OF INSTITUTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | Brighton | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481165634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GEN CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $3,031,930 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,031,930 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KARMANOS CANCER INSTITUTE | |||||||
| 4100 JOHN R | Detroit | MI | 48201 | NONE | PC | RESEARCH - BONE METASTASIS | $100,000 |
| INTERNATIONAL SAMARITAN | |||||||
| 614 S ASHLEY ST | Ann Arbor | MI | 48103 | NONE | PC | GEN CHARITABLE PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,246,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,150,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,397,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,397,794 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| VICTORY CAPITAL MGT WAS MUNDE |
| INVESTMENT MANAGEMENT FEE |
| WELLS FARGO ADVISORS |
| INVESTMENT MANAGEMENT FEE |
| LAW OFFICES OF JOHN J AYAUB |
| LEGAL SERVICES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,516,013 | EOYBookValueAmt |
| EOYFMV | $8,667,016 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS & MUTUAL FDS | StockNm |
| EOY Book Value | $26,745,004 | EOYBookValueAmt |
| EOYFMV | $35,584,181 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,610,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,768,832 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $371,703 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $408,790 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $176,252 | LegalFeesAmt |
| Net Investment Income | $61,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $114,564 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $415 | $415 | $0 | $0 |
| INSURANCE | $2,203 | $0 | $0 | $2,203 |
| MEMBERSHIP FEE | $1,450 | $0 | $0 | $1,450 |
| STATE FILING FEE | $20 | $0 | $0 | $20 |
| SUPPLIES | $2,330 | $0 | $0 | $2,330 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $214,048 | $214,048 | $0 | $0 |
| CUSTODIAN MANAGEMENT FEE | $21,904 | $0 | $0 | $21,904 |
| TAX PREPARATION FEE | $2,000 | $0 | $0 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $51,055 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments