BURT FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BURT FOUNDATION (EIN 38-3309907)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349100819
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:07:50-05:00 | 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 | BOND & COMPANY PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 WEST MICHIGAN AVENUE SUITE 301 | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49201 | 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 | 383309907 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURT FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ERIK H SERR MILLER CANFIELD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURT | NameControl |
| Phone | 7346632445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST 7TH FLOOR | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIK SERR | Name |
| Title | AUTHORIZED AGENT | Title |
| Phone | 7346632445 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT M SMITH | Name |
| Phone | 5177898900 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9774252 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 169876 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 324 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 324 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 203057 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 201182 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 545400 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 870466 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 545400 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -3969 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 914688 | TotalRevenueAndExpenses |
| Total Net Investment Income | 746906 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4386 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4386 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 3480 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3480 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 315 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 315 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 145 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 145 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8326 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8326 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 410000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 410000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 418326 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8326 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 410000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 496362 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 738580 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21682 | CashBOY |
| Cash EOY | 78009 | CashEOY |
| Cash EOYFMV | 78009 | CashEOYFMV |
| Investments Corp Stock BOY | 1522358 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1684869 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8693603 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 575612 | InvestmentsOtherBOY |
| Investments Other EOY | 855213 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1002640 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2119652 | TotalAssetsBOY |
| Total Assets EOY | 2618091 | TotalAssetsEOY |
| Total Assets EOYFMV | 9774252 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 42 | AccountsPayableBOY |
| Other Liabilities EOY | 2122 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 42 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2122 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2119610 | RetainedEarningsBOY |
| Retained Earnings EOY | 2615972 | RetainedEarningsEOY |
| Total Net Assets BOY | 2119610 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2615972 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2119652 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2618094 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2119610 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 496362 | ExcessOfRevenueOverExpenses |
| Subtotal | 2615972 | Subtotal |
| Total Net Assets Fund Balances EOY | 2615972 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| EUROPACIFIC GROWTH FD | P | 2011-12-28 | 2012-02-28 | 1855 | 1641 | 214 | 214 |
| NEW WORLD FUND CLASS A | P | 2011-12-28 | 2012-02-28 | 946 | 839 | 107 | 107 |
| BANK NEW YORK MELLON | P | 1999-07-08 | 2012-12-11 | 48751 | 73642 | -24891 | -24891 |
| CAPITAL WORLD GROWTH | P | 2010-02-19 | 2012-12-04 | 6995 | 6193 | 802 | 802 |
| EUROPACIFIC GROWTH FD | P | 2010-02-19 | 2012-02-28 | 110518 | 101569 | 8949 | 8949 |
| EXXON MOBIL CORP | D | 2010-12-20 | 2012-05-31 | 199962 | 23607 | 176355 | 176355 |
| FRONTIER COMMUNICATIONS | P | 1996-12-19 | 2012-02-28 | 960 | 431 | 529 | 529 |
| NEW WORLD FUND CLASS A | P | 2011-01-01 | 2012-02-28 | 57732 | 50853 | 6879 | 6879 |
| PROCTOR & GAMBLE CO | P | 2010-12-20 | 2012-02-27 | 284014 | 15289 | 268725 | 268725 |
| RAYTHEON COMPANY | P | 2011-01-01 | 2012-02-28 | 1164 | 1271 | -107 | -107 |
| SPRINT NEXTEL CORP | P | 1993-03-09 | 2012-03-08 | 12554 | 10024 | 2530 | 2530 |
| SUNCOKE ENERGY INC | P | 1999-07-08 | 2012-05-31 | 29382 | 11093 | 18289 | 18289 |
| SUNOCO INC | P | 1999-07-08 | 2012-10-10 | 100000 | 28614 | 71386 | 71386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 545400 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 321 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 385000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7218729 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053333 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 622500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6060946 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102707 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 619803 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4791461 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.129356 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 630395 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4793674 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.131506 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 562579 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4988299 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.112780 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.529682 | TotalDistributionRatio |
| Average Distribution Ratio | 0.105936 | AverageDistributionRatio |
| Net Noncharitable Assets | 8485854 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 898957 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7386 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 906343 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 410000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14772 | InvestmentIncomeExciseTax |
| Subtotal | 14772 | Subtotal |
| Tax Based On Investment Income | 14772 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13035 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13035 | TotalCreditsAndPayments |
| Tax Due | 1737 | TaxDue |
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 | ERIK H SERR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7346632445 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST | AddressLine1 |
| Address Line2 | 7TH FLOOR | AddressLine2 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | 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 (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | TREASURER | 2.00 | 0 | 0 | 0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | SECRETARY | 2.00 | 0 | 0 | 0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ANDREA L HOLMES | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CHRISTINE M HOLMES | |||||||||
| 1010 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ERIK H SERR | |||||||||
| 101 N MAIN STREET | 7TH FLOOR | ANN ARBOR | MI | 48104 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| 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 | 8435449 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 179631 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8615080 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8615080 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 129226 | CashDeemedCharitable |
| Net Noncharitable Assets | 8485854 | NetNoncharitableAssets |
| Minimum Investment Return | 424293 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 424293 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14772 | TaxBasedOnInvestmentIncome |
| Total Tax | 14772 | TotalTax |
| Distributable Amount Before Adj | 409521 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 409521 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 409521 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 410000 | ExpensesAndContributions |
| Qualifying Distributions | 410000 | QualifyingDistributions |
| Adj Qualifying Distributions | 410000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 409521 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 323006 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 399921 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 390624 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 339183 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30829 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1483563 | TotalExcessDistriCarryover |
| Qualifying Distributions | 410000 | QualifyingDistributions |
| Applied To Current Year | 409521 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 479 | RemainingDistriFromCorpus |
| Total Corpus | 1484042 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 323006 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1161036 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 399921 | ExcessFromYear4 |
| Excess From Year3 | 390624 | ExcessFromYear3 |
| Excess From Year2 | 339183 | ExcessFromYear2 |
| Excess From Year1 | 30829 | ExcessFromYear1 |
| Excess From Current Year | 479 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA HOLMES | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SANCT | ||||||||
| BEST FRIENDS ANIMAL SANCTUARY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $25,000 |
| BURT LAKE PRESERVATIONS S | ||||||||
| BURT LAKE PRSERVATION ASSOCIATION | P O BOX 632 | P O BOX 632 | INDIAN RIVER | MI | 49749 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $15,000 |
| CHEBOYGAN HUMANE SOCIETY | ||||||||
| CHEBOYGAN HUMANE SOCIETY | 1536 HACKLEBURG ROAD | 1536 HACKLEBURG ROAD | CHEBOYGAN | MI | 49721 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $15,000 |
| DETROIT ZOOLOGICAL SOC | ||||||||
| DETROIT ZOOLIGAL SOCIETY | 8450 W 10 MILE ROAD | 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $15,000 |
| HORSES HAVEN | ||||||||
| HORSE HAVEN | P O BOX 166 | P O BOX 166 | HOWELL | MI | 48844 | NONE | USED CONSISTENT W/501(C)(3) STATUS | $20,000 |
| HUMANE SOCIETY OF HURON V | ||||||||
| HUMANE SOCIETY OF HURON VALLEY | 3100 CHERRY HILL ROAD | 3100 CHERRY HILL ROAD | ANN ARBOR | MI | 48105 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $35,000 |
| LITTLE TRAVERSE CONSERVAN | ||||||||
| LITTLE TRAVERSE CONSERVANCY | 3264 POWELL ROAD | 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $10,000 |
| LITTLE TRAVERSE BAY HUMAN | ||||||||
| LITTLE TRAVERSE BAY HUMANE SOCIETY | 1300 W CONWAY ROAD | 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $20,000 |
| MICHIGAN ANIMAL RESCUE LE | ||||||||
| MICHIGAN ANIMAL RESCUE LEAGUE | 720 FEATHERSTONE | 720 FEATHERSTONE | PONTIAC | MI | 48342 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $40,000 |
| MICHIGAN ANTI CRUELTY SOC | ||||||||
| MICHIGAN ANTI-CRUELTY SOCIETY | 13569 JOSEPH CAMPAU ST | 13569 JOSEPH CAMPAU ST | DETROIT | MI | 48212 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $30,000 |
| MICHIGAN HUMANE SOCIETY | ||||||||
| MICHIGAN HUMANE SOCIETY | 26711 NORTHWESTERN HWY S | 26711 NORTHWESTERN HWY | SOUTHFIELD | MI | 48034 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $20,000 |
| PAWS WITH CAUSE | ||||||||
| PAWS WITH A CAUSE | 2660 AUBURN ROAD | 2660 AUBURN ROAD | AUBURN HILLS | MI | 48326 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $35,000 |
| SANCTUARY AND SAFE HAVEN | ||||||||
| SANCTAURY AND SAFE HAVEN FOR ANIMALS | P O BOX 222 | P O BOX 222 | MANCHESTER | MI | 48158 | NONE | USED CONSISTENT W/501(C)(3) STATUS | $10,000 |
| SOUTHEAST MICHIGAN LAND | ||||||||
| SOUTHEST MICHIGAN LAND CONSERVANCY | 8383 VREELAND ROAD | 8383 VREELAND ROAD | SUPERIOR TOWNSHIP | MI | 48198 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $20,000 |
| TIP OF THE MITT WATERSHED | ||||||||
| TIP OF THE MITT WATERSHED | 426 BAY STREET | 426 BAY STREET | PETOSKEY | MI | 49770 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $10,000 |
| TRAILS END WILDLIFE REFUG | ||||||||
| TRAILS END WILDLIFE REFUGE | 3974 N CARDINAL CREST | 3974 N CARDINAL CREST | MARTINSVILLE | IN | 46151 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $5,000 |
| UNITED METHODIST RETIREME | ||||||||
| UNITED METHODIST RETIREMENT HERITAGE FOUNDATION | 805 W MIDDLE STREET | 805 W MIDDLE STREET | CHELSEA | MI | 48118 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $50,000 |
| LEGACY LAND CONSERVANCY | ||||||||
| LEGACY LAND CONSERVANCY | 1100 NORTH MAIN STREET | 1100 NORTH MAIN STREET | ANN ARBOR | MI | 48104 | NONE | USED CONSISTENT W/501(C)(3) STATUS | $20,000 |
| ASPCA | ||||||||
| ASPCA | 424 E 92ND ST | 424 E 92ND ST | NEW YORK | NY | 101286804 | NONE | USED CONSISTENT WITH 501(C)(3) STATU | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 410000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $324 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $203,057 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $545,400 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENERGY TRANSFER PARTNERS, LP | Description |
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | -$3,969 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$3,969 | UnrelatedBusinessIncomeAmount |
| Exclusion | $748,781 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 744812 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ANDREA L HOLMES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ERIK SERR MILLER CANFIELD | AddressLine1 |
| Address Line2 | 101 N MAIN STREET 7TH FLOOR | AddressLine2 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 169876 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 5500 SHARES JOHNSON & JOHNSON | 384835 | 2012-12-05 |
| 1 | 5930 SHARES PEPSICO INCORPORATED | 413380 | 2012-12-05 |
| 1 | 5800 SHARES PROCTER & GAMBLE CO | 402578 | 2012-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,480 | Amount |
| Net Investment Income | 3480 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (7 entries)
| ANDREA L HOLMES |
| ANDREA L HOLMES |
| ANDREA L HOLMES |
| ANDREA L HOLMES |
| ANDREA L HOLMES |
| CHRISTINE M HOLMES |
| ERIK H SERR |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL ELECTIONS | Identifier |
| Explanation | YEAR ENDING: DECEMBER 31, 2012 38-3309907 BURT FOUNDATION C/O ERIK H. SERR, MILLER CANFIELD 101 N. MAIN ST.; 7TH FLOOR ANN ARBOR, MI 48104 NOL CARRYBACK ELECTION UNDER IRC SECTION 172(B)(3), THE TAXPAYER ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSS INCURRED DURING THE CURRENT TAX YEAR. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (36 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERIPRISE FIN INC | 2343 | 76659 |
| AT & T | 297860 | 84814 |
| BANK NEW YORK MELLON CORP | 128906 | 128500 |
| CHEVRON CORP. | 98013 | 230987 |
| COCA-COLA COMPANY | 87827 | 507500 |
| CYTEC INDUSTRIES | 5644 | 88378 |
| DISCOVER FINANCIAL | 6622 | 85118 |
| DOW CHEMICAL | 28383 | 160031 |
| DTE ENERGY | 30904 | 41495 |
| DUN&BRADSTREET | 9462 | 78650 |
| EXXON MOBIL CORP | 74330 | 1038600 |
| FORD MOTOR CO | 67712 | 226379 |
| GENERAL ELECTRIC CO | 61159 | 146930 |
| HEINZ | 11421 | 46144 |
| HERSHEY COMPANY | 47369 | 592204 |
| HOSPIRA INC | 4258 | 62480 |
| JOHNSON & JOHNSON | 20822 | 487195 |
| KELLOGG CO | 39718 | 335100 |
| MOODYS | 30530 | 201280 |
| PEPSICO INCORPORATED | 137816 | 590551 |
| PFIZER | 46284 | 50159 |
| PLUMCREEK TIMBER | 56480 | 345554 |
| PROCTOR GAMBLE | 74675 | 1207899 |
| RAYTHEON | 10914 | 25154 |
| ROCKWELL AUTOMATION | 9396 | 335960 |
| ROCKWELL COLLINS | 14909 | 232680 |
| SPRINT NEXTEL CORP | ||
| SUNOCO | ||
| VANGUARD INFORMATION | 102400 | 138220 |
| VERIZON COMMUNICATIONS | 6407 | 40068 |
| VODAFONE GROUP PLC | 1575 | 10630 |
| YUM BRANDS | 14560 | 796800 |
| ZIMMER HOLDINGS | 18684 | 139986 |
| JM SMUCKER CO | 852 | 17248 |
| FRONTIER COMMUNICATIONS | ||
| SECTER SPDR TR | 136634 | 144250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAPITAL INCOME BLDR | AT COST | 57135 | 63870 |
| CAPITAL WORLD GROWTH | AT COST | 102838 | 117233 |
| EUROPACIFIC GROWTH FUND | AT COST | ||
| FUNDAMENTAL INVS INC | AT COST | 163515 | 192626 |
| GROWTH FUND AMERICA | AT COST | 158881 | 189460 |
| INCOME FUND AMERICA | AT COST | 57353 | 66693 |
| NEW WORLD FUND | AT COST | ||
| ENERGY TRANSFER PARTNERS | AT COST | 26324 | 90067 |
| FIRST EAGLE GOLD INC | AT COST | 75196 | 64519 |
| FIRST EAGLE US VALUE | AT COST | 154632 | 155074 |
| NEW PERSPECTIVE FD | AT COST | 59339 | 63098 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,386 | Amount |
| Net Investment Income | 4386 | NetInvestmentIncome |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | 20 | 20 |
| FROM K-1 | 125 | 125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENERGY TRANSFER PARTNERS, LP | Description |
| Revenue And Expenses Per Books | -3969 | RevenueAndExpensesPerBooks |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue |
|---|---|
| MARGIN ACCOUNT | -1584 |
| PARTNERSHIP LOSS | 3487 |
| COST ADJUSTMENT | 219 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANDREA HOLMES | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN STREET SEVENTH FLOOR | AddressLine1 |
| Address Line2 | 101 N MAIN STREET SEVENTH FLOOR | AddressLine2 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL INCOME TAX | ||
| FOREIGN TAXES WITHHELD | $315 | 315 |
Comments