RAMSER-MORGAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAMSER-MORGAN FOUNDATION (EIN 38-3003280)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-12
- IRS object ID
- 201401939349100100
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-12T03:55:32-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON REUTERS TAX & ACCOUNTING | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6135 TRUST DRIVE SUITE 118 | AddressLine1 |
| City | HOLLAND | City |
| State | OH | State |
| ZIP Code | 43528 | 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 | 383003280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSER-MORGAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 3133197576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5524 AVINGTON PARKWAY | AddressLine1 |
| City | CLARKSTON | City |
| State | MI | State |
| ZIP Code | 48348 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SAJDAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3133197576 | PhoneNum |
| Signature | 2014-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198612300 | PhoneNum |
| Preparation | 2014-06-17 | 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 | $1,315,341 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $34,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $794,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,854 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,383 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,383 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,619 | TotalNetInvstIncmAmt |
| 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 |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,371 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,657 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,657 | 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 |
| Tot Opr Expenses Rev And Expnss | $19,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,574 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,052 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $580,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $619,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $794,659 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $349,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $352,333 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $348,630 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,033,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,115,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,315,341 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,033,086 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,115,870 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,033,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,033,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,115,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,033,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $1,118,939 | SubtotalAmt |
| Other Decreases | $3,069 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 175. ADT CORP | 2012-01-12 | 2013-03-12 | $8,520 | $3,230 | $5,290 | $5,290 | |
| 50. AT&T INC | 2013-07-18 | 2013-11-21 | $1,770 | $1,792 | -$22 | -$22 | |
| 60. AMERICAN RAILCAR INDS INC | 2013-07-22 | 2013-11-21 | $2,486 | $2,214 | $272 | $272 | |
| 280. ASHFORD HOSPITALITY TRUST (REIT | 2012-03-19 | 2013-04-30 | $3,562 | $2,649 | $913 | $913 | |
| 1470. ASHFORD HOSPITALITY TRUST (REIT | 2012-03-19 | 2013-07-18 | $16,643 | $13,475 | $3,168 | $3,168 | |
| 40. BIOMED REALTY TRUST INC (REIT) | 2013-04-30 | 2013-06-12 | $797 | $901 | -$104 | -$104 | |
| 710. BIOMED REALTY TRUST INC (REIT) | 2011-11-11 | 2013-06-12 | $14,141 | $13,320 | $821 | $821 | |
| 130. CA INC | 2012-03-05 | 2013-11-21 | $4,229 | $3,493 | $736 | $736 | |
| 70. CARDINAL HEALTH INC | 2013-05-16 | 2013-11-21 | $4,547 | $3,297 | $1,250 | $1,250 | |
| 90. CENTURYTEL INC | 2013-03-12 | 2013-07-18 | $3,211 | $3,134 | $77 | $77 | |
| 400. CENTURYTEL INC | 2011-07-29 | 2013-07-18 | $14,271 | $16,156 | -$1,885 | -$1,885 | |
| 15. CHEVRONTEXACO CORP | 2012-09-17 | 2013-11-21 | $1,852 | $1,772 | $80 | $80 | |
| 140. CINEMARK HLDGS INC COM | 2009-11-13 | 2013-04-30 | $4,267 | $1,714 | $2,553 | $2,553 | |
| 50. CINEMARK HLDGS INC COM | 2009-11-13 | 2013-11-21 | $1,647 | $612 | $1,035 | $1,035 | |
| 100. CISCO SYS INC | 2013-09-10 | 2013-11-21 | $2,134 | $2,422 | -$288 | -$288 | |
| 190. COMPUTER SCIENCES CORP | 2012-02-08 | 2013-04-30 | $8,808 | $5,179 | $3,629 | $3,629 | |
| 400. COMPUTER SCIENCES CORP | 2012-01-12 | 2013-07-18 | $18,745 | $10,562 | $8,183 | $8,183 | |
| 80. CONAGRA INC | 2011-07-29 | 2013-04-30 | $2,816 | $1,965 | $851 | $851 | |
| 720. DONNELLEY R R & SONS CO | 2011-07-29 | 2013-11-21 | $12,299 | $13,621 | -$1,322 | -$1,322 | |
| 80. DOW CHEMICAL CO | 2013-04-30 | 2013-11-21 | $3,154 | $2,703 | $451 | $451 | |
| 310. FIRST NIAGARA FINL GROUP INC | 2012-02-13 | 2013-04-30 | $2,920 | $2,951 | -$31 | -$31 | |
| 220. FIRST NIAGARA FINL GROUP INC | 2011-10-03 | 2013-11-21 | $2,419 | $1,994 | $425 | $425 | |
| 1030. GFI GROUP INC | 2011-06-03 | 2013-11-21 | $3,636 | $5,068 | -$1,432 | -$1,432 | |
| 220. GENERAL ELECTRIC CO | 2011-07-29 | 2013-11-21 | $5,907 | $3,938 | $1,969 | $1,969 | |
| 20. GREIF INC CL A | 2013-05-17 | 2013-11-21 | $1,093 | $1,030 | $63 | $63 | |
| 20. HANOVER INS GROUP INC | 2012-12-06 | 2013-11-21 | $1,201 | $749 | $452 | $452 | |
| 100. HARRIS CORP DEL | 2012-01-12 | 2013-11-21 | $6,410 | $3,862 | $2,548 | $2,548 | |
| 580. HERCULES TECHNOLOGY GROWTH CAP I | 2007-04-10 | 2013-11-21 | $9,819 | $7,969 | $1,850 | $1,850 | |
| 40. INTEL CORP | 2013-05-16 | 2013-11-21 | $993 | $973 | $20 | $20 | |
| 110. INTEL CORP | 2012-02-08 | 2013-11-21 | $2,730 | $2,437 | $293 | $293 | |
| 50. JOHNSON & JOHNSON | 2012-01-30 | 2013-11-21 | $4,759 | $3,283 | $1,476 | $1,476 | |
| 790. KAYDON CORP | 2013-04-30 | 2013-09-06 | $28,044 | $19,174 | $8,870 | $8,870 | |
| 60. KELLOGG CO | 2010-12-10 | 2013-04-30 | $3,907 | $2,987 | $920 | $920 | |
| 40. KIMBERLY CLARK CORP | 2010-05-13 | 2013-04-30 | $4,108 | $2,499 | $1,609 | $1,609 | |
| 300. LSI INDS INC OHIO | 2008-08-20 | 2013-11-21 | $2,545 | $2,461 | $84 | $84 | |
| 90. LEGGETT & PLATT INC | 2010-12-10 | 2013-04-30 | $2,889 | $2,001 | $888 | $888 | |
| 50. LEGGETT & PLATT INC | 2010-12-10 | 2013-11-21 | $1,488 | $1,111 | $377 | $377 | |
| 180. MARATHON PETE CORP | 2011-08-04 | 2013-04-30 | $14,271 | $6,973 | $7,298 | $7,298 | |
| 100. MERCK & CO INC NEW | 2008-08-06 | 2013-11-21 | $4,855 | $3,517 | $1,338 | $1,338 | |
| 20. MEREDITH CORP | 2012-01-03 | 2013-04-30 | $769 | $659 | $110 | $110 | |
| 120. MEREDITH CORP | 2012-01-12 | 2013-11-21 | $6,233 | $3,469 | $2,764 | $2,764 | |
| 580. MOLEX INC | 2012-06-11 | 2013-09-10 | $22,348 | $14,085 | $8,263 | $8,263 | |
| 80. MOLEX INC | 2013-04-30 | 2013-09-10 | $3,082 | $2,168 | $914 | $914 | |
| 35. NORFOLK SOUTHERN CORP | 2013-09-06 | 2013-11-21 | $3,023 | $2,625 | $398 | $398 | |
| 160. NV ENERGY INC | 2012-03-16 | 2013-04-30 | $3,418 | $2,484 | $934 | $934 | |
| 880. NV ENERGY INC | 2011-10-03 | 2013-09-20 | $20,690 | $12,548 | $8,142 | $8,142 | |
| 65. OCCIDENTAL PETROLEUM CORP | 2012-09-17 | 2013-11-21 | $6,387 | $5,925 | $462 | $462 | |
| 220. OLD REP INTL CORP | 2013-03-12 | 2013-11-21 | $3,815 | $2,725 | $1,090 | $1,090 | |
| 500. PAYCHEX INC | 2010-10-21 | 2013-05-16 | $19,045 | $13,968 | $5,077 | $5,077 | |
| 830. PENNYMAC MTG INVT TR | 2012-03-05 | 2013-03-12 | $20,346 | $15,454 | $4,892 | $4,892 | |
| 80. PFIZER INC | 2013-07-18 | 2013-11-21 | $2,566 | $2,301 | $265 | $265 | |
| 560. PFIZER INC | 2013-07-18 | 2013-12-05 | $17,540 | $16,010 | $1,530 | $1,530 | |
| 130. RPM INTERNATIONAL INC | 2011-07-29 | 2013-04-30 | $4,150 | $2,756 | $1,394 | $1,394 | |
| 570. RPM INTERNATIONAL INC | 2011-07-29 | 2013-05-16 | $19,101 | $11,769 | $7,332 | $7,332 | |
| 120. REDWOOD TRUST INC (REIT) | 2012-05-24 | 2013-04-30 | $2,710 | $1,500 | $1,210 | $1,210 | |
| 140. REDWOOD TRUST INC (REIT) | 2012-05-24 | 2013-11-21 | $2,739 | $1,750 | $989 | $989 | |
| 190. STAPLES INC | 2012-01-12 | 2013-11-21 | $2,939 | $2,870 | $69 | $69 | |
| 160. STEELCASE INC | 2013-09-23 | 2013-11-21 | $2,587 | $2,597 | -$10 | -$10 | |
| 10. TAL INTL GROUP INC | 2012-12-06 | 2013-11-21 | $527 | $344 | $183 | $183 | |
| 21658.196 VANGUARD GNMA FUND-ADM | 2011-08-01 | 2013-11-05 | $228,927 | $224,507 | $4,420 | $4,420 | |
| 128.121 VANGUARD GNMA FUND-ADM | 2013-05-02 | 2013-11-05 | $1,354 | $1,397 | -$43 | -$43 | |
| 11835.024 VANGUARD S/T CORPORATE FD-ADM | 2011-08-01 | 2013-11-05 | $127,108 | $125,446 | $1,662 | $1,662 | |
| 10. EATON CORP PLC | 2012-12-03 | 2013-11-21 | $723 | $519 | $204 | $204 | |
| 30. PARTNERRE HOLDINGS LTD | 2012-01-30 | 2013-04-30 | $2,791 | $1,924 | $867 | $867 | |
| 25. PARTNERRE HOLDINGS LTD | 2012-01-30 | 2013-11-21 | $2,475 | $1,604 | $871 | $871 | |
| 175. PARTNERRE HOLDINGS LTD | 2012-01-30 | 2013-12-05 | $17,332 | $11,226 | $6,106 | $6,106 | |
| 83. PENTAIR LTD-REGISTERED | 2012-01-12 | 2013-03-12 | $4,226 | $1,731 | $2,495 | $2,495 | |
| 350. TYCO INTERNATIONAL LTD | 2012-01-12 | 2013-03-12 | $11,124 | $4,939 | $6,185 | $6,185 | |
| CAPITAL GAIN DIVIDENDS | $374 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,102,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,064,487 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,014 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $916,899 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,090 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $886,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055391 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,506 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,090,519 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056401 | DistributionYr5Rt |
| Total Distribution | 0.261666 | TotalDistributionRt |
| Average Distribution | 0.052333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,229,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,060 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,002 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,062 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,031 | OverpaymentAmt |
| Applied To ES Tax | $3,031 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH MAIN STREET | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT SAJDAK | ||||||
| 5524 AVINGTON PARKWAY | CLARKSTON | MI | 48348 | PRESIDENT | 3 | $0 |
| STEVE MILBECK | ||||||
| 23829 OAK | DEARBORN | MI | 48128 | VICE PRESIDENT/ TREASURER | 1 | $0 |
| MICHAEL OBLOY | ||||||
| 408 E 14 MILE ROAD | MADISON HEIGHTS | MI | 48071 | SECRETARY | 1 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,109,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,229,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,031 | TotalTaxAmt |
| Distributable Before Adj | $58,449 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,449 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,450 | 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 | $62,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $795 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,001 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,558 | 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 | $795 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,530 | ExcessFromYear4Amt |
| Excess From Year3 | $10,941 | ExcessFromYear3Amt |
| Excess From Year2 | $291 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $4,001 | ExcessFromCurrentYearAmt |
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 | ROBERT SAJDAK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5524 AVINGTON PARKWAY | AddressLine1 |
| City | CLARKSTON | City |
| State | MI | State |
| ZIP Code | 48348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3133197576 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY EASTERN MICHIGAN | ||||||||
| 16130 NORTHLAND DRIVE | SOUTHFIELD | MI | 48075 | NONE | EXEMPT | SUPPORT | $10,000 | |
| HENRY FORD HEALTH SYSTEM | ||||||||
| ONE FORD PLACE 5F | DETROIT | MI | 48202 | NONE | EXEMPT | SUPPORT | $5,000 | |
| ST MARY PREPARATORY SCHOOL | ||||||||
| 3535 INDIAN TRAIL | ORCHARD LAKE | MI | 48324 | NONE | EXEMPT | EDUCATIONAL | $5,000 | OF ORCHARD LAKE |
| UNIVERSITY OF DETROIT SCHOOL OF LAW | ||||||||
| 651 E JEFFERSON AVENUE | DETROIT | MI | 48226 | NONE | EXEMPT | EDUCATIONAL | $10,000 | |
| MADONNA UNIVERSITY | ||||||||
| 36600 SCHOOLCRAFT | LIVONIA | MI | 48150 | NONE | EXEMPT | EDUCATIONAL | $5,000 | |
| ROEPER CITY AND COUNTRY SCHOOL | ||||||||
| 41190 WOODWARD AVE | BLOOMFIELD HILLS | MI | 48304 | NONE | EXEMPT | EDUCATIONAL | $5,000 | |
| BARBARA ANN KARMANOS CANCER | ||||||||
| 4100 JOHN R | DETROIT | MI | 48201 | NONE | EXEMPT | SUPPORT | $10,000 | INSTITUTE |
| FORGOTTEN HARVEST | ||||||||
| 21800 GREENFIELD | OAK PARK | MI | 48237 | NONE | EXEMPT | SUPPORT | $2,000 | |
| UNITED WAY OF SOUTHEAST MICHIGAN | ||||||||
| 660 WOODWARD AVENUE SUITE 330 | DETROIT | MI | 48226 | NONE | EXEMPT | SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,382 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,854 | 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 | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,619 | 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 | MUTUAL FUNDS - FIXED INCOME | BondNm |
| EOY Book Value | $352,333 | EOYBookValueAmt |
| EOYFMV | $348,630 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $619,649 | $794,659 |
| FOREIGN STOCK |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | M.O.I. DEPOT LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $71,836 | BookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO PARTNERSHIP BASIS | Description |
| Amount | $3,069 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME. | Description |
| Amount | $100 | Amount |
Comments