SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101225
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T09:38:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43940 WOODWARD AVE SUITE 200 | AddressLine1 |
| City | BLOOMFIELD HILLS | City |
| State | MI | State |
| ZIP Code | 483025026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LONGBOAT KEY | City |
| State | FL | State |
| ZIP Code | 34228 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2485402001 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $367,342 | 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 | $8,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,405 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,681 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,706 | CashBOYAmt |
| Cash EOY | $23,532 | CashEOYAmt |
| Cash EOYFMV | $23,532 | CashEOYFMVAmt |
| Other Investments BOY | $294,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $274,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $343,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $297,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $367,342 | 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 | $297,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $298,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $297,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $298,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $297,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $298,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $297,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $298,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $298,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 16.6000 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-12-19 | 2013-01-07 | $301 | $295 | $6 | $6 |
| 9.5200 SHS MFB NORTHERN FUNDS BD INDEX FD | P | 2013-01-01 | 2013-01-30 | $103 | $104 | -$1 | -$1 |
| 82.6900 SHS MFB NORTHN HI YIELD FXD INC FD | P | 2013-01-01 | 2013-01-30 | $632 | $624 | $8 | $8 |
| 20.2800 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-12-19 | 2013-01-30 | $378 | $361 | $17 | $17 |
| 13.0000 SHS MFC SPDR GOLD TR GOLD SHS | P | 2012-04-13 | 2013-01-30 | $2,109 | $2,106 | $3 | $3 |
| 125.110 SHS PIMCO FUNDS TOTAL RETURN FDS INSTL CLASS | P | 2013-01-01 | 2013-01-31 | $1,400 | $1,429 | -$29 | -$29 |
| 79.1100 SHS MFB NORTHN FDS MULTI-MANAGER GLBL REAL EST FD | P | 2013-01-01 | 2013-03-06 | $1,500 | $1,408 | $92 | $92 |
| 564.8300 SHS MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS EQTY | P | 2013-01-01 | 2013-03-06 | $10,912 | $10,927 | -$15 | -$15 |
| 101.4400 SHS MFB NORTHN MULTI-MANAGER INTL EQTY FD FD | P | 2012-12-19 | 2013-03-06 | $1,003 | $968 | $35 | $35 |
| 56.9900 SHS MFB NORTHN MULTIMGR MID CAP FD | P | 2013-01-01 | 2013-03-06 | $749 | $679 | $70 | $70 |
| 19.000 SHS MFC SPDR GOLD TR GOLD SHS | P | 2013-03-06 | 2013-04-04 | $2,854 | $2,892 | -$38 | -$38 |
| 114.7200 SHS MFB NORTHN MULTIMGR SMALL CAP FD | P | 2013-01-01 | 2013-07-31 | $1,376 | $1,189 | $187 | $187 |
| 716.1800 SHS PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS | P | 2013-01-01 | 2013-07-31 | $7,728 | $8,044 | -$316 | -$316 |
| 45.5200 SHS MFB NORTHERN FDS STK INDEX FD | P | 2013-01-01 | 2013-08-05 | $953 | $883 | $70 | $70 |
| 240.4500 SHS MFO VANGUARD INFLATION PROTECTED SEC FD ADMIRAL | P | 2013-01-01 | 2013-08-27 | $6,307 | $6,976 | -$669 | -$669 |
| 40.0000 SHS MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | P | 2013-04-04 | 2013-09-04 | $994 | $1,022 | -$28 | -$28 |
| 28.0000 SHS MFC ISHARES 1-3 YR CREDIT BOND ETF | P | 2013-07-31 | 2013-09-04 | $2,936 | $2,946 | -$10 | -$10 |
| 99.6000 SHS MFB NORTHN MULTI-MANAGER INTL EQTY FD FD | P | 2013-07-31 | 2013-09-04 | $1,000 | $1,000 | $0 | $0 |
| 38.8400 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2013-01-01 | 2013-09-04 | $411 | $423 | -$12 | -$12 |
| 280.0000 SHS MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | P | 2013-01-01 | 2013-10-29 | $6,991 | $7,126 | -$135 | -$135 |
| 10.0000 SHS MFC ISHARES 1-3 YR CREDIT BOND ETF | P | 2013-07-31 | 2013-10-29 | $1,054 | $1,052 | $2 | $2 |
| 20.9000 SHS MFB NORTHERN FDS STK INDEX FD | P | 2013-09-24 | 2013-10-29 | $460 | $440 | $20 | $20 |
| 5.6500 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2013-09-30 | 2013-10-29 | $62 | $61 | $1 | $1 |
| 280.0000 SHS MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | P | 2013-08-27 | 2013-10-30 | $6,997 | $7,003 | -$6 | -$6 |
| 9.000 SHS MFC ISHARES 1-3 YR CREDIT BOND ETF | P | 2013-07-31 | 2013-10-30 | $949 | $947 | $2 | $2 |
| 1076.3200 SHS MFB NORTHERN FDS ULTRA SHORT FIXED INCOME FD | P | 2013-10-29 | 2013-11-01 | $11,000 | $11,000 | $0 | $0 |
| 372.0900 SHS MFB NORTHN MULTI-MANAGER INTL EQTY FD FD | P | 2013-01-01 | 2013-11-01 | $4,000 | $4,063 | -$63 | -$63 |
| 92.2500 SHS MFB NORTHN MULTI-MANAGER INTL EQTY FD FD | P | 2013-10-30 | 2013-11-25 | $1,000 | $1,005 | -$5 | -$5 |
| 64.1000 SHS MFB NORTHN MULTIMGR MID CAP FD | P | 2013-07-31 | 2013-11-25 | $1,000 | $929 | $71 | $71 |
| 178.2500 SHS MFB NORTHERN FDS STK INDEX FD | P | 2013-11-01 | 2013-11-25 | $4,000 | $3,902 | $98 | $98 |
| 367.3100 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2013-01-01 | 2013-11-25 | $4,000 | $3,993 | $7 | $7 |
| 9.0000 SHS MFC ISHARES 1-3 YR CREDIT BOND ETF | P | 2013-11-01 | 2013-12-10 | $949 | $948 | $1 | $1 |
| 52.8000 SHS MFB NORTHN FDS MULTIMGR EMERGING MKTS EQTY FD | P | 2013-01-30 | 2013-12-11 | $1,000 | $1,019 | -$19 | -$19 |
| 187.7900 SHS MFB NORTHN MULTIMGR INTL EQTY FD FD | P | 2013-10-30 | 2013-12-11 | $2,000 | $2,045 | -$45 | -$45 |
| 64.9400 MFB NOTHERN MULTIMGR MID CAP FD | P | 2013-07-31 | 2013-12-11 | $1,000 | $941 | $59 | $59 |
| 217.1500 SHS MFB NORTHN HI YIELD FXD INC FD | P | 2013-01-01 | 2013-12-11 | $1,657 | $1,650 | $7 | $7 |
| 4.4800 SHS MFB NORTHERN FDS STK INDEX FD | P | 2013-11-01 | 2013-12-11 | $100 | $98 | $2 | $2 |
| 431.2300 SHS MFB NORTHERN FUNDS BD INDEX FD | P | 2011-11-23 | 2013-01-30 | $4,678 | $4,726 | -$48 | -$48 |
| 781.1800 SHS MFB NORTHN HI YIELD FXD INC FD | P | 2012-01-01 | 2013-01-30 | $5,968 | $5,460 | $508 | $508 |
| 247.9600 SHS MFB NORTHERN FDS STK INDEX FD | P | 2011-05-10 | 2013-01-30 | $4,622 | $4,171 | $451 | $451 |
| 30.4100 SHS MFB NORTHN FDS MULTIMGR EMERGING MKTS EQTY FD | P | 2011-09-19 | 2013-03-06 | $588 | $592 | -$4 | -$4 |
| 404.1200 MFB NORTHN MULTIMGR INTL EQTY FD FD | P | 2010-02-26 | 2013-03-06 | $3,997 | $3,496 | $501 | $501 |
| 171.3200 MFB NORTHN MULTIMGR MID CAP FD | P | 2012-01-01 | 2013-03-06 | $2,251 | $1,789 | $462 | $462 |
| 260.6900 MFB NORTHERN FDS STK INDEX FD | P | 2011-05-10 | 2013-03-06 | $5,000 | $4,385 | $615 | $615 |
| 302.2900 SHS MFB NORTHN MULTIMGR SMALL CAP FD | P | 2012-01-01 | 2013-07-31 | $3,625 | $2,655 | $970 | $970 |
| 25.2500 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2012-01-01 | 2013-07-31 | $272 | $284 | -$12 | -$12 |
| 718.5700 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-01-01 | 2013-08-05 | $15,047 | $12,011 | $3,036 | $3,036 |
| 55.2200 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2006-03-30 | 2013-09-04 | $585 | $570 | $15 | $15 |
| .3700 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2012-04-30 | 2013-09-04 | $4 | $4 | $0 | $0 |
| 174.5200 SHS PIMCO COMMODITY REAL RETURN STRATEGY FD | P | 2012-01-01 | 2013-09-04 | $1,000 | $1,380 | -$380 | -$380 |
| 76.4500 SHS MFB NORTHN MULTIMGR SMALL CAP FD | P | 2012-01-01 | 2013-10-29 | $1,000 | $595 | $405 | $405 |
| 160.8400 SHS MFB NORTHERN FDS STK INDEX FD | P | 2011-04-04 | 2013-10-29 | $3,540 | $2,654 | $886 | $886 |
| 910.9400 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2006-03-30 | 2013-10-29 | $9,938 | $9,410 | $528 | $528 |
| 77.2800 SHS MFB NORTHN MULTIMGR SMALL CAP FD | P | 2009-07-20 | 2013-10-30 | $1,000 | $543 | $457 | $457 |
| 152.1200 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-01-01 | 2013-10-30 | $3,333 | $2,509 | $824 | $824 |
| 30.4500 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-06-25 | 2013-10-30 | $667 | $496 | $171 | $171 |
| 917.4300 SHS PIMCO FDS TOTAL RETURN FD INSTL CLASS | P | 2012-01-01 | 2013-10-30 | $10,000 | $9,477 | $523 | $523 |
| 44.9700 SHS MFB NORTHN HI YIELD FXD INC FD | P | 2012-01-01 | 2013-12-11 | $343 | $314 | $29 | $29 |
| 130.5900 SHS MFB NORTHERN FDS STK INDEX FD | P | 2012-01-01 | 2013-12-11 | $2,900 | $2,069 | $831 | $831 |
| 66.0000 SHS MFC SPDR GOLD TR GOLD SHS | P | 2010-05-11 | 2013-01-30 | $10,708 | $7,960 | $2,748 | $2,748 |
| 50.0000 SHS MFC SPDR GOLD TR GOLD SHS | P | 2012-01-01 | 2013-04-04 | $7,512 | $6,009 | $1,503 | $1,503 |
| CAPITAL GAINS DIVIDENDS | P | $5,683 | $5,683 | $5,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,069 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $347,754 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066498 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $363,083 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $353,585 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,779 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $342,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $457,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095688 | DistributionYr5Rt |
| Total Distribution | 0.418789 | TotalDistributionRt |
| Average Distribution | 0.083758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $357,785 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,967 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,234 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,039 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $337 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $337 | TotalPaymentsAndCreditsAmt |
| Tax Due | $197 | TaxDueAmt |
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 | AddressLine1 |
| City | LONGBOAT KEY | City |
| State | FL | State |
| ZIP Code | 34228 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $352,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $363,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $363,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $357,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $534 | TotalTaxAmt |
| Distributable Before Adj | $17,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,355 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,039 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,921 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,492 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,684 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,967 | 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 | $21,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,921 | ExcessFromYear4Amt |
| Excess From Year3 | $3,492 | ExcessFromYear3Amt |
| Excess From Year2 | $4,675 | ExcessFromYear2Amt |
| Excess From Year1 | $6,000 | ExcessFromYear1Amt |
| Excess From Current Year | $6,684 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $820 | |||||
| ARNOLD P GOLD FOUNDATION | ||||||||||||
| 619 PALISADE AVE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PUBLIC | SUPPORT FOR ADVANCES IN MEDICAL EDUCATION | $500 | |||||
| BEAUMONT FOUNDATION | ||||||||||||
| PO BOX 5802 | TROY | MI | 480075802 | NONE | FOUNDATION | SUPPORT FOR MEDICAL ASSISTANCE | $100 | |||||
| BIRMINGHAM EDUCATION FOUNDATION | ||||||||||||
| 550 MERRILL ST | BIRMINGHAM | MI | 48009 | NONE | PUBLIC | EDUCATIONAL | $500 | |||||
| BLAKE SCHOOL | ||||||||||||
| 110 BLAKE ROAD | HOPKINS | MN | 55343 | NONE | PUBLIC | EDUCATIONAL | $2,599 | |||||
| CRANBROOK INSTITUTE OF SCIENCE | ||||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48303 | BOARD MEMBER | PUBLIC | EDUCATIONAL | $3,100 | |||||
| DETROIT INSTITUTE OF ARTS | ||||||||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | NONE | PUBLIC | SUPPORT OF THE ARTS | $2,150 | |||||
| DETROIT SYMPHONY ORCHESTRA | ||||||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | NONE | PUBLIC | SUPPORT OF THE ARTS | $1,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCEMEDICAL AID | $200 | |||||
| DWIGHT-ENGLEWOOD SCHOOL | ||||||||||||
| 315 E PALISADE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL | $2,500 | |||||
| GREAT LAKES CHAMBER MUSIC FESTIVAL | ||||||||||||
| 24901 NORTHWESTERN HIGHWAY STE 312 | SOUTHFIELD | MI | 48075 | NONE | PUBLIC | SUPPORT OF THE ARTS | $100 | |||||
| HARVARD CLUB | ||||||||||||
| 374 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | EDUCATIONAL | $100 | |||||
| JEWISH FEDERATION OF METRO DETROIT | ||||||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $500 | |||||
| JEWISH HOUSING COUNCIL | ||||||||||||
| 1951 N HONORE AVENUE | SARASOTA | FL | 34235 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $100 | |||||
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||||||
| 2169 CAMPUS DR | EVANSTON | IL | 60208 | NONE | PUBLIC | EDUCATIONAL | $500 | |||||
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | EDUCATIONAL | $200 | |||||
| MATHENY MEDICAL & EDUCATIONAL CENTER | ||||||||||||
| 65 HIGHLAND AVENUE | PEAPARK | NJ | 07977 | NONE | PUBLIC | EDUCATIONAL / RESEARCH | $500 | |||||
| MAYO CLINIC | ||||||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | SUPPORT FOR ADVANCES IN MEDICAL EDUCATION | $1,000 | |||||
| MICHIGAN OPERA THEATRE | ||||||||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | BOARD MEMBER | PUBLIC | SUPPORT OF THE ARTS | $900 | |||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| 21311 CIVIC CENTER DR | SOUTHFIELD | MI | 48076 | NONE | PUBLIC | SUPPORT FOR MEDICAL ASSISTANCE | $100 | |||||
| OAKLAND UNIVERSITY | ||||||||||||
| 2200 NORTH SQUIRREL ROAD | ROCHESTER | MI | 48309 | BOARD OF BUSINESS SCHOOLS | PUBLIC | EDUCATIONAL | $2,000 | |||||
| STRATFORD FESTIVAL OF AMERICA | ||||||||||||
| NONE | PUBLIC | SUPPORT OF THE ARTS | $300 | 55 QUEENS ST PO BOX 520 | STRATFORD | ONTARIO | CA | N5A 6V2 | ||||
| TEMPLE BETH ISRAEL | ||||||||||||
| 567 BAY ISLES DRIVE | LONG BOAT KEY | FL | 34228 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $820 | |||||
| THE SEANY FOUNDATION | ||||||||||||
| 7567 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PUBLIC | EDUCATIONAL / RESEARCH | $100 | |||||
| UNITED JEWISH APPEAL FEDERATION OF NJ | ||||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $750 | |||||
| UNIVERSITY OF MARYLAND | ||||||||||||
| COLLEGE PARK | COLLEGE PARK | MD | 20742 | NONE | PUBLIC | EDUCATIONAL | $200 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | EDUCATIONAL | $2,200 | |||||
| YMCA FOUNDATION - WEILLER BRANCH | ||||||||||||
| 1991 MAIN ST 200 | SARASOTA | FL | 34236 | NONE | PUBLIC | COMMUNITY OUTREACH | $200 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,039 | 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 | $8,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,416 | 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 | $1,750 | 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 | $274,533 | BookValueAmt |
| EOYFMV | $343,810 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT | $20 | $0 | $0 |
| BROKER FEES | $1,681 | $1,681 | $0 |
Comments