KENNETH E LINDSAY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH E LINDSAY FOUNDATION TR (EIN 01-6209149)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-20
- IRS object ID
- 202522939349100702
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T09:01:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016209149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH LINDSAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 9802823017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW GRABOWSKI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9802823017 | PhoneNum |
| Signature | 2025-10-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2025-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $580,925 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,291 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $122 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $47,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,905 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,415 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $491 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$255 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $320,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $313,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $454,654 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,809 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $151,285 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $126,526 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $478,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $580,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $478,385 | CapitalStockBOYAmt |
| Capital Stock EOY | $464,741 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $478,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $478,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $478,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,138 | OtherIncreasesAmt |
| Subtotal | $464,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $464,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 23.552 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2024-06-20 | 2024-07-18 | $409 | $409 | |||
| 495.18 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2023-06-22 | 2024-07-18 | $8,591 | $5,580 | $3,011 | $3,011 | |
| 41.166 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2023-08-21 | 2024-08-26 | $720 | $623 | $97 | $97 | |
| 4680.851 FRANKLIN INCOME FD ADVISOR CL | 2023-07-03 | 2024-07-18 | $11,000 | $9,415 | $1,585 | $1,585 | |
| 366.667 FRANKLIN INCOME FD ADVISOR CL | 2023-08-01 | 2024-08-26 | $880 | $790 | $90 | $90 | |
| 225.564 GOLDMAN SACHS GROWTH STRA - I | 2022-12-27 | 2024-07-18 | $4,500 | $3,246 | $1,254 | $1,254 | |
| 17.76 GOLDMAN SACHS GROWTH STRA - I | 2010-06-09 | 2024-08-26 | $360 | $163 | $197 | $197 | |
| 89.485 HARTFORD CAPITAL APPRECIATION I | 2022-12-29 | 2024-07-18 | $4,000 | $3,033 | $967 | $967 | |
| 7.058 HARTFORD CAPITAL APPRECIATION I | 2018-12-18 | 2024-08-26 | $320 | $219 | $101 | $101 | |
| 634.518 HARTFORD STRATEGIC INCOME I | 2010-06-09 | 2024-07-18 | $5,000 | $5,557 | -$557 | -$557 | |
| 49.751 HARTFORD STRATEGIC INCOME I | 2010-06-09 | 2024-08-26 | $400 | $436 | -$36 | -$36 | |
| 189.7535 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2024-07-18 | $1,879 | $1,987 | -$108 | -$108 | |
| 12.2665 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2024-07-18 | $121 | $128 | -$7 | -$7 | |
| 5.63628 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2024-08-26 | $57 | $59 | -$2 | -$2 | |
| 10.18972 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2024-08-26 | $103 | $107 | -$4 | -$4 | |
| 82.747 MFS | 2022-12-29 | 2024-07-18 | $2,000 | $1,183 | $817 | $817 | |
| 6.436 MFS | 2010-06-08 | 2024-08-26 | $160 | $69 | $91 | $91 | |
| 15.549 AMERICAN FDS NEW WORLD FD CL F-2 | 2022-12-16 | 2024-07-18 | $1,250 | $748 | $502 | $502 | |
| 1.223 AMERICAN FDS NEW WORLD FD CL F-2 | 2010-06-08 | 2024-08-26 | $100 | $54 | $46 | $46 | |
| 144.559 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2023-12-18 | 2024-07-18 | $781 | $784 | -$3 | -$3 | |
| 1012.848 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2024-07-18 | $5,469 | $7,950 | -$2,481 | -$2,481 | |
| 90.909 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2024-08-26 | $500 | $714 | -$214 | -$214 | |
| 14.138 SMALLCAP WORLD FD INC F2 | 2022-12-16 | 2024-07-18 | $1,000 | $547 | $453 | $453 | |
| 1.117 SMALLCAP WORLD FD INC F2 | 2010-06-08 | 2024-08-26 | $80 | $34 | $46 | $46 | |
| 341.297 UBS GLOBAL ALLOCATION-P | 2022-12-19 | 2024-07-18 | $4,000 | $3,681 | $319 | $319 | |
| 26.891 UBS GLOBAL ALLOCATION-P | 2010-06-09 | 2024-08-26 | $320 | $238 | $82 | $82 | |
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,034 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,291 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $451 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $803 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $338 | OverpaymentAmt |
| Applied To ES Tax | $338 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36455 CORPORATE DRIVE M/C 3420 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMERICA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 M/C 3300 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482753300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,905 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $593,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $600,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $600,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $591,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465 | TotalTaxAmt |
| Distributable Before Adj | $29,093 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,093 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,093 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $48,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,566 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,252 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,773 | 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 | $21,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,451 | ExcessFromYear4Amt |
| Excess From Year3 | $48,566 | ExcessFromYear3Amt |
| Excess From Year2 | $30,252 | ExcessFromYear2Amt |
| Excess From Year1 | $18,737 | ExcessFromYear1Amt |
| Excess From Current Year | $18,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | ||||||||
| 440 WEST NYACK RD | WEST NYACK | NY | 10994 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | |
| SENECA COUNTY HUMANE SOCIETY | ||||||||
| 2811 S STATE ROUTE 100 | TIFFIN | OH | 44883 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | |
| STEIN HOSPICE SEVICES INC | ||||||||
| 1200 SYCAMORE LINE | SANDUSKY | OH | 44870 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | |
| MERCY TIFFIN FOUNDATION | ||||||||
| 45 ST LAWRENCE DRIVE | TIFFIN | OH | 44883 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | |
| OHIO ELKS ASSOC CHARITY TRUST | ||||||||
| PO BOX 999 | MARYSVILLE | OH | 430400999 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | ATTN MR NEVIN TAYLOR |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| PO BOX 31356 | TAMPA | FL | 336313356 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | ATTN TRUST & INVESTMENT |
| FAITH UNITED METHODIST CHURCH | ||||||||
| 75 N SANDUSKY STREET | TIFFIN | OH | 448830632 | NONE | PC | DAILY OPERATIONAL SUPPORT | $6,730 | C/O HOWARD PLANK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,110 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,186 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $151,285 | EOYBookValueAmt |
| EOYFMV | $126,526 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $313,711 | EOYBookValueAmt |
| EOYFMV | $454,654 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $122 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $1,135 |
| ROUNDING ADJUSTMENT | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $9,074 | Amt |
| Net Investment Income | $9,074 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $210 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $149 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $112 | $112 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |
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