ANNABELLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANNABELLE FOUNDATION (EIN 20-5184989)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201311269349100511
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T09:07:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHLABIG & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 STATE ROUTE 59 | AddressLine1 |
| City | KENT | City |
| State | OH | State |
| ZIP Code | 442407143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205184989 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNABELLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNA | NameControl |
| Phone | 3133937527 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 SAINT ANTOINE ST FLOOR 6 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY B COLVIN | Name |
| Title | TRUSTEE | Title |
| Phone | 3133937527 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W FISHER CPA | Name |
| Phone | 3306785203 | Phone |
| Date Prepared | 2013-04-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6846290 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 252411 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 252411 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1680962 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2170059 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1680962 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1933373 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1933373 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4230 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1470 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 53924 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53924 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 90556 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 932 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 485 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 149195 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 56326 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 219045 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 56326 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 69850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1714328 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1877047 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9770 | CashBOY |
| Cash EOY | 35285 | CashEOY |
| Cash EOYFMV | 35285 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 134497 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 105952 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 105952 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1414190 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1620571 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3222843 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1287297 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2859297 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2930174 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 589024 | InvestmentsOtherBOY |
| Investments Other EOY | 528486 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 547917 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 4604 | OtherAssetsBOY |
| Other Assets EOY | 4119 | OtherAssetsEOY |
| Other Assets EOYFMV | 4119 | OtherAssetsEOYFMV |
| Total Assets BOY | 3439382 | TotalAssetsBOY |
| Total Assets EOY | 5153710 | TotalAssetsEOY |
| Total Assets EOYFMV | 6846290 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3439382 | UnrestrictedBOY |
| Unrestricted EOY | 5153710 | UnrestrictedEOY |
| Total Net Assets BOY | 3439382 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5153710 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3439382 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5153710 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3439382 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1714328 | ExcessOfRevenueOverExpenses |
| Subtotal | 5153710 | Subtotal |
| Total Net Assets Fund Balances EOY | 5153710 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES-PLANTE | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Gross Sales Price | 2125602 | GrossSalesPrice |
| Cost Or Other Basis | 489097 | CostOrOtherBasis |
| Gain Or Loss | 1636505 | GainOrLoss |
| Gains Minus Excess Or Losses | 1636505 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1680962 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 169926 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6092590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.027891 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 120454 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1643220 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073304 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 130000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 380118 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.341999 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 421202 | NoncharitableAssetsYear4 |
| Qualifying Distributions Year5 | 208551 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 435858 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.478484 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.921678 | TotalDistributionRatio |
| Average Distribution Ratio | 0.230420 | AverageDistributionRatio |
| Net Noncharitable Assets | 6632677 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1528301 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18770 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1547071 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 69850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37541 | InvestmentIncomeExciseTax |
| Subtotal | 37541 | Subtotal |
| Tax Based On Investment Income | 37541 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 50400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 50400 | TotalCreditsAndPayments |
| Overpayment | 12859 | Overpayment |
| Amount Credited To Next Year | 12859 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAY COLVIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3132597777 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE 6TH FLOOR | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY B COLVIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE FLR 6 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6661356 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 67965 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4361 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6733682 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6733682 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 101005 | CashDeemedCharitable |
| Net Noncharitable Assets | 6632677 | NetNoncharitableAssets |
| Minimum Investment Return | 331634 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 331634 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37541 | TaxBasedOnInvestmentIncome |
| Total Tax | 37541 | TotalTax |
| Distributable Amount Before Adj | 294093 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 294093 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 294093 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 69850 | ExpensesAndContributions |
| Qualifying Distributions | 69850 | QualifyingDistributions |
| Adj Qualifying Distributions | 69850 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 294093 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 193691 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 111169 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48913 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 353773 | TotalExcessDistriCarryover |
| Qualifying Distributions | 69850 | QualifyingDistributions |
| Applied To Current Year | 69850 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 224243 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 224243 | ExcessDistriCyovAppliedCY |
| Total Corpus | 129530 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 129530 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 80617 | ExcessFromYear3 |
| Excess From Year2 | 48913 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| ADOPT A PLATOON | |||||||||
| ADOPT A PLATOON | PO BOX 5038 | PO BOX 5038 | HAGERSTOWN | MD | 217415038 | NONE | EXEMPT | SUPPORT FOR US TROOPS | $2,500 |
| AFS INTERCULTURAL PROGRAM | |||||||||
| AFS INTERCULTURAL PROGRAM | ONE WHITEHALL ST 2ND FLR | ONE WHITEHALL ST | NEW YORK | NY | 10004 | NONE | EXEMPT | SUPPORT INTERCULTURAL LEARNING PROGM | $1,000 |
| AKRON CHILDREN'S HOSPITAL | |||||||||
| AKRON CHILDREN'S HOSPITAL | ONE PERKINS SQUARE | ONE PERKINS SQUARE | AKRON | OH | 44398 | NONE | EXEMPT | SUPPORT MEDICAL NEEDS OF CHILDREN | $200 |
| BRAILLE INSTITUTE | |||||||||
| BRAILLE INSTITUTE | 741 NORTH VERMONT AVE | 741 NORTH VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | EXEMPT | EDUCATION FOR DISABLED | $100 |
| COALITION TO SALUTE AMERICA HEROS | |||||||||
| COALITION TO SALUTE AMERICA HEROES | PO BOX 96440 | PO BOX 96440 | WASHINGTON | DC | 20090 | NONE | EXEMPT | SUPPORT WOUNDED/DISABLED VETERANS | $1,500 |
| COLONIAL WILLIAMSBURG | |||||||||
| COLONIAL WILLIAMSBURG FOUNDATION | PO BOX 1776 | PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | EXEMPT | HISTORICAL PRESERVATION | $1,000 |
| CONCERNED WOMEN OF AMERICA | |||||||||
| CONCERNED WOMEN OF AMERICA | PO BOX 6115 | PO BOX 6115 | PUEBLO | CO | 81008 | NONE | EXEMPT | DEFENDS FAMILY & BIBLICAL ISSUES | $100 |
| DOCTORS WITHOUT BORDERS | |||||||||
| DOCTORS WITHOUT BORDERS | PO BOX 5022 | PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | MEDICAL HELP | $1,000 |
| GEORGE WASHINGTON MT VERN | |||||||||
| GEORGE WASHINGTON MT VERNON | PO BOX 1594 | PO BOX 1594 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | HISTORICAL PRESERVATION | $1,000 |
| GUIDE DOGS FOR THE BLIND | |||||||||
| GUIDE DOGS FOR THE BLIND | PO BOX 3950 | PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | EXEMPT | TRAIN DOGS FOR THE BLIND | $1,100 |
| HILLSDALE COLLEGE | |||||||||
| HILLSDALE COLLEGE | PO BOX 96607 | PO BOX 96607 | WASHINGTON | DC | 20090 | NONE | EXEMPT | AMER. FOUNDING PRINC PROJECT 2012 | $10,000 |
| LAKE COUNTY CONGREGATIONAL CHURCH | |||||||||
| LAKE COUNTY CONGREGATIONAL CHURCH | 400 WEST CAPITAL DR | 400 WEST CAPITAL DR | HARTLAND | WI | 53029 | NONE | EXEMPT | RELIGIOUS ORGANIZATION | $1,000 |
| LIGHTHOUSE INTERNATIONAL | |||||||||
| LIGHTHOUSE INTERNATIONAL | PO BOX 17 | PO BOX 17 | NEW YORK | NY | 10275 | NONE | EXEMPT | SUPPORT FOR THE BLIND | $100 |
| MADD | |||||||||
| MADD | PO BOX 758521 | PO BOX 758521 | TOPEKA | KS | 66675 | NONE | EXEMPT | SUPPORT FOR VICTIMS OF DRUNK DRIVERS | $500 |
| MAKE A WISH FOUNDATION | |||||||||
| MAKE A WISH FOUNDATION | PO BOX 97104 | PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | EXEMPT | MEDICAL NEEDS OF CHILDREN | $1,000 |
| MT ZWINGLI CHURCH | |||||||||
| MT ZWINGLI CHURCH | 2172 S MEDINA LINE RD | 2172 S MEDINA LINE RD | WADSWORTH | OH | 44281 | NONE | EXEMPT | DR HUDSON FUND | $10,000 |
| NATIONAL AUDUBON SOCIETY | |||||||||
| NATIONAL AUDUBON SOCIETY | 225 VARICK ST | 225 VARICK ST | NEW YORK | NY | 10014 | NONE | EXEMPT | ANIMAL WELFARE | $100 |
| OPERATION SMILE | |||||||||
| OPERATION SMILE | PO BOX 5017 | PO BOX 5017 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | DENTAL CARE SPONSOR OF DR MAGER | $8,000 |
| PARALYZED VETERANS OF AMERICA | |||||||||
| PARALYZED VETERANS OF AMERICA | PO BOX 758532 | PO BOX 758532 | TOPEKA | KS | 66675 | NONE | EXEMPT | SUPPORT DISABLED US VETERANS | $1,000 |
| PROJECT HOPE | |||||||||
| PROJECT HOPE | 255 CARTER HALL LANE | 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | EXEMPT | HEALTH EDUCATION | $1,000 |
| SALVATION ARMY-EASTERN MI | |||||||||
| SALVATION ARMY-EASTERN MI | 16130 NORTHLAND DR | 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | NONE | EXEMPT | COMMUNITY OUTREACH & DISASTER RELIEF | $5,500 |
| SHRINERS HOSP FOR CHILDR | |||||||||
| SHRINERS HOSPITAL FOR CHILDREN | 3229 BURNET AVE | 3229 BURNET AVE | CINCINNATI | OH | 45229 | NONE | EXEMPT HOSP | BURN CENTER | $1,000 |
| SOLIDERS' ANGELS | |||||||||
| SOLIDERS' ANGELS | PO BOX 758513 | PO BOX 758513 | TOPEKA | KS | 66675 | NONE | EXEMPT | AID TO MILITARY TROOPS | $1,000 |
| STUART CONGREGATIONAL CHURCH | |||||||||
| STUART CONGREGATIONAL CHURCH | 3110 SOUTHEAST ASTER LANE | 3110 SOUTHEAST ASTER LANE | STUART | FL | 34994 | NONE | EXEMPT | OLD SCHOOL LEADERSHIP TRAINING PROG | $1,000 |
| THE USO | |||||||||
| THE USO | PO BOX 96860 | PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EXEMPT | SUPPORT FOR AMERICAN TROOPS | $750 |
| UMRC HERITAGE FOUNDATION | |||||||||
| UMRC HERITAGE FOUNDATION | 805 WEST MIDDLE ST | 805 WEST MIDDLE ST | CHELSEA | MI | 48118 | NONE | EXEMPT | RETIREMENT COMMUNITY BENEVOL CARE | $250 |
| US OLYMPIC COMMITTEE | |||||||||
| US OLYMPIC COMMITTEE | PO BOX 7010 | PO BOX 7010 | ALBERT LEA | MN | 56007 | NONE | EXEMPT | SUPPORT US OLYMPIC ATHLETES | $250 |
| WOUNDED WARRIOR PROJECT | |||||||||
| WOUNDED WARRIOR PROJECT | PO BOX 758516 | PO BOX 758516 | TOPEKA | KS | 66675 | NONE | EXEMPT | HELPING DISABLED VETERANS | $2,200 |
| AMERICAN FOUNDATION FOR BLIND | |||||||||
| AMERICAN FOUNDATION FOR BLIND | 2 PENN PLAZA STE 1102 | 2 PENN PLAZA STE 1102 | NEW YORK | NY | 10121 | NONE | EXEMPT | HELPING DISABLED | $200 |
| AMERICAN INDIAN EDUCATION FOUND | |||||||||
| AMERICAN INDIAN EDUCATION FOUND | PO BOX 27491 | PO BOX 27491 | ALBQUERQUE | NM | 87125 | NONE | EXEMPT | EDUCATION | $1,000 |
| BLINDED VETERANS ASSOC | |||||||||
| BLINDED VETERANS ASSOC | 477 H STREET NW | 477 H STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | HELPING DISABLED VETERANS | $1,100 |
| GUIDEPOSTS FOUNDATION | |||||||||
| GUIDEPOSTS FOUNDATION | 39 OLD RIDGEBURY RD | 39 OLD RIDGEBURY RD | DANBURY | CT | 06810 | NONE | EXEMPT | HELP FOR DISABLED | $100 |
| HELEN KELLER INTERNATIONAL | |||||||||
| HELEN KELLER INTERNATIONAL | 352 PARK AVE SOUTH 12FL | 352 PARK AVE SOUTH 12F | NEW YORK | NY | 10010 | NONE | EXEMPT | HELP FOR DISABLED | $1,200 |
| SPCA INTERNATIONAL | |||||||||
| SPCA INTERNATIONAL | PO BOX 92240 | PO BOX 92240 | WASHINGTON | DC | 200902240 | NONE | EXEMPT | SUPPORT FOR ANIMAL WELFARE | $100 |
| COLEBROOK CONGREG CHURCH | |||||||||
| COLEBROOK CONGREG CHURCH | PO BOX 75 | PO BOX 75 | COLEBROOK | CT | 06021 | NONE | EXEMPT | COMMUNITY SUPPORT | $1,000 |
| AMERICAN HEALTH ASST FOUND | |||||||||
| AMERICAN HEALTH ASST FOUND | 22512 GATEWAY CENTER DR | 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | EXEMPT | MACULAR DEGENERATION RESEARCH | $500 |
| SALVATION ARMY-SUMMIT | |||||||||
| SALVATION ARMY-SUMMIT | PO BOX 1959 | PO BOX 1959 | AKRON | OH | 44309 | NONE | EXEMPT | COMMUNITY SUPPORT | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69850 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $252,411 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,680,962 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,933,373 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1933373 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,230 | Amount |
| Net Investment Income | 1470 | NetInvestmentIncome |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | AMORTIZATION OF ORGANIZATION COSTS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2006-07-01 | DateAcquiredCompletedExpended |
| Amount Amortized | 7268 | AmountAmortized |
| Deduction For Prior Years | 2666 | DeductionForPriorYears |
| Amortization Period | 180.0000 | AmortizationPeriod |
| Current Year Amortization | 485 | CurrentYearAmortization |
| Total Amount Of Amortization | 3151 | TotalAmountOfAmortization |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY B COLVIN | PersonName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MUTUAL FIXED FUNDS | NameOfBond |
| EOY Book Value | 2859297 | EOYBookValue |
| EOYFMV | 2930174 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUND INTNL EQUITY | 353506 | 371221 |
| MUTUAL EQUITY FUNDS | 1235582 | 1388235 |
| COMMON STOCK | 31483 | 1463387 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS-ALTERNATIVE | AT COST | 248438 | 250888 |
| MUTUAL FUNDS INT'L ALTER | AT COST | 211100 | 213588 |
| STOCK-ALTERNATIVE | AT COST | 68948 | 83441 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATION COST, NET | Description |
| BOY Book Value | 4604 | BOYBookValue |
| EOY Book Value | 4119 | EOYBookValue |
| EOYFMV | 4119 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PLANTE MORAN TRUSTEE FEES | Category |
| Amount | $53,924 | Amount |
| Net Investment Income | 53924 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHELD | $932 | 932 |
| FEDERAL EXCISE TAX | $89,624 |
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