SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-28
- IRS object ID
- 201331489349100013
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-28T07:17:31-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382517534 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER GHERSI & LADUKE PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383208309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 2485402001 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRUSTEE | Name |
| Title | PRESIDENT | Title |
| Phone | 2485402001 | Phone |
| Date Signed | 2013-05-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN G LADUKE | Name |
| PTIN | P00161119 | PTIN |
| Phone | 2483333680 | Phone |
| Date Prepared | 2013-05-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 352491 | 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 | 10157 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10157 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4342 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 57411 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4342 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14499 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14499 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 256 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 9904 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1360 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1340 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13120 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1340 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23125 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23125 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36245 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1340 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23125 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21746 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13159 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3910 | CashBOY |
| Cash EOY | 2706 | CashEOY |
| Cash EOYFMV | 2706 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 111 | SavingsAndTempCashInvstBOY |
| Investments Other BOY | 314864 | InvestmentsOtherBOY |
| Investments Other EOY | 294433 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 349785 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 318885 | TotalAssetsBOY |
| Total Assets EOY | 297139 | TotalAssetsEOY |
| Total Assets EOYFMV | 352491 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 318885 | RetainedEarningsBOY |
| Retained Earnings EOY | 297139 | RetainedEarningsEOY |
| Total Net Assets BOY | 318885 | TotalNetAssetsBOY |
| Total Net Assets EOY | 297139 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 318885 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 297139 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 318885 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21746 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 297139 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 297139 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (27 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 123.59 SHS MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS | P | 2011-09-19 | 2012-02-03 | 2300 | 2408 | -108 | -108 |
| 329.74 SHS MFB NORTHERN FDS STK INDEX | P | 2011-05-10 | 2012-02-03 | 5500 | 5546 | -46 | -46 |
| 150.42 SHS MFB NORTHERN FDS STK INDEX | P | 2011-05-10 | 2012-04-13 | 2557 | 2530 | 27 | 27 |
| 26.05 SHS MFB NORTHERN FDS STK INDEX | P | 2012-03-26 | 2012-04-13 | 443 | 457 | -14 | -14 |
| 113.31 SHS PIMCO FUNDS TOTAL RETURN FUND | P | 2012-01-01 | 2012-04-13 | 1268 | 1237 | 31 | 31 |
| 389.94 SHS MFB NORTHERN FDS BD INDEX FD | P | 2011-11-23 | 2012-07-03 | 4301 | 4274 | 27 | 27 |
| 105.93 SHS MFB NORTHN MULTIMGR SMALL CAP | P | 2011-09-19 | 2012-07-03 | 1024 | 1000 | 24 | 24 |
| 21.38 SHS MFB NORTHN MULTIMGR MID CAP | P | 2011-09-19 | 2012-07-03 | 251 | 236 | 15 | 15 |
| 29.13 SHS MFB NORTHN HI YIELD FXD INC | P | 2011-07-25 | 2012-07-03 | 211 | 216 | -5 | -5 |
| 205.92 SHS MFB NORTHN HI YIELD FXD INC | P | 2012-01-01 | 2012-07-03 | 1493 | 1489 | 4 | 4 |
| 55.43 SHS MFB NORTHN FDS MULTI-MGR GOLBAL RE | P | 2012-01-01 | 2012-09-11 | 1011 | 943 | 68 | 68 |
| 40.36 SHS MFB NORTHN MULTIMGR MID CAP | P | 2011-09-19 | 2012-09-11 | 500 | 445 | 55 | 55 |
| 21.32 SHS MFB NORTHN FDS STK INDEX | P | 2012-09-24 | 2012-10-16 | 385 | 385 | 0 | 0 |
| 117.60 SHS MFB NORTHN HI YIELD FXD INC | P | 2012-01-01 | 2012-11-14 | 874 | 869 | 5 | 5 |
| 5.94 SHS MFB NORTHN FDS STK INDEX | P | 2012-09-24 | 2012-11-14 | 100 | 107 | -7 | -7 |
| 230.26 SHS MFB NORTHN MULTIMGR INTL EQTY | P | 2010-02-26 | 2012-02-03 | 2100 | 1992 | 108 | 108 |
| 914.39 SHS PIMCO FUNDS TOTAL RETURN FUND INSTL CL | P | 2011-01-01 | 2012-04-13 | 10232 | 9526 | 706 | 706 |
| 49.19 SHS MFB NORTHN MULTIMGR SMALL CAP | P | 2010-05-10 | 2012-07-03 | 476 | 439 | 37 | 37 |
| 63.65 SHS MFB NORTHN MULTIMGR MID CAP | P | 2011-01-01 | 2012-07-03 | 749 | 806 | -57 | -57 |
| 316.67 SHS MFB NORTHN HI YIELD FXD INC | P | 2011-01-01 | 2012-07-03 | 2296 | 2232 | 64 | 64 |
| 234.74 SHS MFB NORTHERN FDS STK INDEX | P | 2011-05-10 | 2012-07-03 | 4000 | 3948 | 52 | 52 |
| 57 SHS MFC ISHARES TR BARCLAYS | P | 2009-07-21 | 2012-08-30 | 6877 | 5758 | 1119 | 1119 |
| 7.45 SHS MFB NORTHN FDS MULTIMGR GLOBAL RE | P | 2011-01-01 | 2012-09-11 | 136 | 133 | 3 | 3 |
| 128.85 SHS MFB NORTHERN FDS STK INDEX | P | 2011-05-10 | 2012-09-11 | 2300 | 2167 | 133 | 133 |
| 218.87 SHS MFB NORTHN HI YIELD FXD INC | P | 2010-05-11 | 2012-11-14 | 1626 | 1532 | 94 | 94 |
| 142.34 SHS MFB NORTHN FDS STK INDEX | P | 2011-05-10 | 2012-11-14 | 2400 | 2394 | 6 | 6 |
| CAPITAL GAINS DIVIDENDS | P | 2001 | 2001 | 2001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4342 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 363083 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061281 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 353585 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058543 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46779 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 342005 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.136779 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 43786 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 457589 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095688 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46724 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 562695 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083036 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.435327 | TotalDistributionRatio |
| Average Distribution Ratio | 0.087065 | AverageDistributionRatio |
| Net Noncharitable Assets | 347754 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30277 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 132 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30409 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23125 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 263 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 263 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 263 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Overpayment | 337 | Overpayment |
| Amount Credited To Next Year | 337 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM H SANDY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2485402001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 GOLUB | ||||||||
| 37 PINE TERRACE | DEMAREST | NJ | 07627 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 348062 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4988 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 353050 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 353050 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5296 | CashDeemedCharitable |
| Net Noncharitable Assets | 347754 | NetNoncharitableAssets |
| Minimum Investment Return | 17388 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17388 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 263 | TaxBasedOnInvestmentIncome |
| Total Tax | 263 | TotalTax |
| Distributable Amount Before Adj | 17125 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17125 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17125 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23125 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 23125 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23125 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17125 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 19271 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 21195 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29921 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3492 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4675 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 78554 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23125 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17125 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 6000 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 84554 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 19271 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 65283 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 21195 | ExcessFromYear4 |
| Excess From Year3 | 29921 | ExcessFromYear3 |
| Excess From Year2 | 3492 | ExcessFromYear2 |
| Excess From Year1 | 4675 | ExcessFromYear1 |
| Excess From Current Year | 6000 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H SANDY | ContributingManager |
| Contributing Manager | MARJORIE M SANDY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | |||||||
| 60 WEST HUNTER AVENUE | MAYWOOD | NJ | 07607 | NONE | PUBLIC | SUPPORT FOR SERVICES AND PROGRAMS DEALING WITH APHASIA | $500 |
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PUBLIC | SUPPORT FOR ADVANCES IN MEDICAL EDUCATION | $500 |
| BIRMINGHAM EDUCATION FOUNDATION | |||||||
| 550 MERRILL ST | BIRMINGHAM | MI | 48009 | NONE | PUBLIC | EDUCATIONAL | $500 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE ROAD | HOPKINS | MN | 55343 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| COLLEGE FOR CREATIVE STUDIES | |||||||
| 460 W BALTIMORE AVE | DETROIT | MI | 48202 | NONE | PUBLIC | EDUCATIONAL | $100 |
| CRANBROOK INSTITUTE OF SCIENCE | |||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48303 | BOARD MEMBER | PUBLIC | EDUCATIONAL | $2,000 |
| 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 | $225 |
| DWIGHT-ENGLEWOOD SCHOOL | |||||||
| 315 E PALISADE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | SUPPORT FOR ISRAELI ARMED SERVICE MEMBERS AND THEIR FAMILIES | $100 |
| JEWISH FAMILY SERVICE | |||||||
| 6555 WEST MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $150 |
| JEWISH FEDERATION OF METRO DETROIT | |||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $1,500 |
| KAPLIN JEWISH COMMUNITY ON THE PALISADES | |||||||
| 411 E CLIFTON | TENAFLY | NJ | 07670 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $250 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 2169 CAMPUS DR | EVANSTON | IL | 60208 | NONE | PUBLIC | EDUCATIONAL | $500 |
| LESLIE SIMON BREAST CARE CENTER | |||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL/RESEARCH | $100 |
| MATHENY MEDICAL & EDUCATIONAL CENTER | |||||||
| 65 HIGHLAND AVENUE | PEAPARK | NJ | 07977 | NONE | PUBLIC | EDUCATIONAL / RESEARCH | $500 |
| MICHIGAN OPERA THEATRE | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | BOARD MEMBER | PUBLIC | SUPPORT OF THE ARTS | $3,100 |
| OAKLAND UNIVERSITY | |||||||
| 2200 NORTH SQUIRREL ROAD | ROCHESTER | MI | 48309 | BOARD OF BUSINESS SCHOOLS | PUBLIC | EDUCATIONAL | $2,000 |
| 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 | $600 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | EDUCATIONAL | $2,000 |
| WAYNE STATE UNIVERSITY | |||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | NONE | PUBLIC | EDUCATIONAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23125 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,157 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,342 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,499 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14499 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 294433 | BookValue |
| EOYFMV | 349785 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT | 20 | 0 | 0 |
| BROKER FEES | 1340 | 1340 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $256 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments