E MANDELL AND BETSY DE WINDT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- E MANDELL AND BETSY DE WINDT FOUNDATION (EIN 34-1536552)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201431209349100828
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T13:30:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNER & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD SUITE 3 | AddressLine1 |
| City | WESTLAKE | City |
| State | OH | State |
| ZIP Code | 44145 | 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 | 341536552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E MANDELL AND BETSY DEWINDT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CONNER & ASSOCIATES | InCareOfNm |
| Business Name Control | MAND | BusinessNameControlTxt |
| Phone | 2162928030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39479 TUDOR DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WILLOUGHBY | City |
| State | OH | State |
| ZIP Code | 44094 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA BURKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2162920830 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Simmerly | PreparerPersonNm |
| Phone | 4406170391 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $242,543 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,082 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,496 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $418 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,562 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,238 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $371,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $382,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,305 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $389,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $242,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $389,062 | CapitalStockBOYAmt |
| Capital Stock EOY | $390,054 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $389,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $389,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $389,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $992 | ExcessRevenueOverExpensesAmt |
| Subtotal | $390,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $390,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DELAWARE INFLATION BD FD 336.7 SHS | P | 2009-04-21 | 2013-12-19 | $3,000 | $3,451 | -$451 | -$451 |
| SEE MERRILL LYNCH #61702016 STMT | P | 2012-02-23 | 2013-02-13 | $22,974 | $20,742 | $2,232 | $2,232 |
| SEE MERRILL LYNCH #61702016 STMT | P | 2008-07-18 | 2013-03-15 | $41,156 | $29,938 | $11,218 | $11,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $208,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045531 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $211,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $213,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,839 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $278,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073615 | DistributionYr5Rt |
| Total Distribution | 0.337224 | TotalDistributionRt |
| Average Distribution | 0.067445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $214,075 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $271 | SubtotalAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $271 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | false | 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 | CONNER & ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4406170391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD STE3 | AddressLine1 |
| City | westlake | City |
| State | OH | State |
| ZIP Code | 44145 | ZIPCode |
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 |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAMELA BURKE | ||||||
| 39479 TUDOR DRIVE | WILLOUGHBY | OH | 44094 | PRESIDENT | 1.0 | $0 |
| DANA DE WINDT | ||||||
| 4131 SE Henley lane | Stuart | FL | 34995 | SECRETARY | 1.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,335 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $217,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $214,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $271 | TotalTaxAmt |
| Distributable Before Adj | $10,433 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,433 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,433 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,950 | 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 | $12,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,424 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,638 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,517 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,516 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,203 | ExcessFromYear4Amt |
| Excess From Year3 | $3,424 | ExcessFromYear3Amt |
| Excess From Year2 | $2,638 | ExcessFromYear2Amt |
| Excess From Current Year | $2,517 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E M DEWINDT 36 RIVERVIEW ROAD H | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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 | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROCKSPRING COOPERATIVE PRESCHOOL | |||||||||||
| 5010 LITTLE FALLS RD | ARLINGTON | VA | 22207 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 | ||||
| HABITAT FOR HUMANITY | |||||||||||
| 2555 SE BONITA ST | STUART | FL | 34997 | NONE | PUBLIC CHARITY | GEENRAL FUND | $250 | ||||
| ELLIOT MUSEUM | |||||||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| SUICIDE PREVENTION EDUCATION | |||||||||||
| 29425 CHAGRIN BLVD | CLEVELAND | OH | 44122 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | ||||
| MCLAREN NORTHERN MI HOSPITAL FND | |||||||||||
| 16604 DORAL DRIVE | NORTHVILLE | MI | 48168 | NONE | PUBLIC CHARITY | GEENRAL FUND | $1,000 | ||||
| EDUCATION FOUNDATION MARTIN COUNTY | |||||||||||
| PO BOX 291 | STUART | FL | 34995 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 | ||||
| MANNA FOOD PROJECT | |||||||||||
| 8971 MCBRIDE PARK DR | HARBOR SPRINGS | MI | 49740 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | ||||
| FIRST TEE OF CLEVELAND | |||||||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HEIGHTS | OH | 44105 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,100 | ||||
| FIRST TEE OF MICHIGAN | |||||||||||
| P O BOX 613 | HARBOR SPRINGS | MI | 49740 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | ||||
| APPOLO MUSIC PROJECT | |||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $100 | 43 CLIFDEN RD | LONDON | UK | E50LL | ||||
| YMCA OF MARTIN COUNTY | |||||||||||
| 1700 SE MONTEREY RD | STUART | FL | 34996 | NONE | PUBLCI CHARITY | GEENRAL FUND | $250 | ||||
| CITY OF STUART FLORIDA | |||||||||||
| 121 SW FLAGLER AVE | STUART | FL | 34995 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | ||||
| TRINITY LAKEWOOD COMMUNITY OUTREACH | |||||||||||
| 16400 DETROIT AVE | LAKEWOOD | OH | 44107 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| ST NOEL CHURCH | |||||||||||
| 35200 CHARDON RD | WILLOUGHBY HILLS | OH | 44094 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| ST JOHN'S CHAPEL | |||||||||||
| 278 W 3RD STREET | HARBOR SPRINGS | MI | 49740 | NONE | PC | GENERAL FUND | $500 | ||||
| LITTLE TRAVERSE LAND CONSERVANCY | |||||||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | ||||
| CRANBROOK EDUCATIONAL FDN | |||||||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | NONE | PC | GENERAL FUND | $250 | ||||
| BERKSHIRE SCHOOL | |||||||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | NONE | PC | GENERAL FUND | $250 | ||||
| CHRIST CHURCH CRANBROOK | |||||||||||
| 470 CHURCH RD | BLOOMFIELD HILLS | MI | 48304 | NONE | PC | GENERAL FUND | $250 | ||||
| COMPASSION INTERNATIONAL | |||||||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | NONE | PC | GENERAL FUND | $350 | ||||
| SOCIETY OF THE CINCINNATI | |||||||||||
| 2118 MASSACHUSETTS AVE | WASHINGTON | DC | 20008 | NONE | PC | GENERAL FUND | $150 | ||||
| ERRIE BALL AMATEUR CHAMPIONSHIP | |||||||||||
| 3001 SE Dubbleton Dr | STUART | FL | 34997 | NONE | PC | GENERAL FUND | $150 | ||||
| CITY OF STUART GOLF TOURNAMENT | |||||||||||
| 121 SW FLAGLER ST | STUART | FL | 34995 | NONE | PC | GENERAL FUND | $350 | ||||
| COMMUNITY FREE HEALTH CLINIC | |||||||||||
| 416 CONNABLE AVE | PETOSKEY | MI | 49770 | NONE | PC | GENERAL FUND | $200 | ||||
| PETOSKEY HARBOR SPRINGS COMMUNITY FDN | |||||||||||
| 616 PETOSKEY ST | PETOSKEY | MI | 49770 | NONE | PC | GENERAL FUND | $250 | ||||
| WOMENS RESOURCE CENTER | |||||||||||
| 423 PORTER STREET | PETOSKEY | MI | 49770 | NONE | PC | GENERAL FUND | $200 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,950 | 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 | $5,089 | 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 | $12,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,088 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CHECK FEES | $18 |
| MISC EXPENSES | $400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,496 | Amt |
| Net Investment Income | $3,496 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON INVEST INCOME | $24 | $24 |
| EXCISE TAX - INVESTMENT INCOME | $208 |
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