Dorothy Blakely Foundation: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Dorothy Blakely Foundation (EIN 61-6055236)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-09-27
- IRS object ID
- 201342709349100104
- Schema version
- 2011v1.5
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-27T10:59:47-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383635706 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ROBINSON RD PO BOX 449 | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 492040449 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616055236 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY BLAKELY FOUNDATION CO CHARLES H AYMOND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DORO | NameControl |
| Phone | 5178414886 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6075 BROWNS LAKE ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES H AYMOND | Name |
| Title | TRUSTEE | Title |
| Phone | 5178414886 | Phone |
| Date Signed | 2013-09-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A HILDRETH | Name |
| PTIN | P00079169 | PTIN |
| Phone | 5177876503 | Phone |
| Date Prepared | 2013-09-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2641811 | 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 |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 64249 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64249 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17186 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 225634 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17186 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 81445 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81445 | 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 | 2980 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2980 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1693 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1693 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 17503 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17503 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22176 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22176 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 128000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 128000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 150176 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22176 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 128000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -68731 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 59269 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6810 | CashBOY |
| Savings And Temp Cash Invst BOY | 82890 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 53270 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 53270 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2103287 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2070986 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2588541 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2192987 | TotalAssetsBOY |
| Total Assets EOY | 2124256 | TotalAssetsEOY |
| Total Assets EOYFMV | 2641811 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 100 | CapitalStockBOY |
| Capital Stock EOY | 100 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 2219112 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 2219112 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -26225 | RetainedEarningsBOY |
| Retained Earnings EOY | -94956 | RetainedEarningsEOY |
| Total Net Assets BOY | 2192987 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2124256 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2192987 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2124256 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2192987 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -68731 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2124256 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2124256 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| ANALOG DEVICES 621 SHS | 2007-11-26 | 2012-03-12 | 24062 | 19190 | 4872 | 4872 |
| LINEAR TECHNOLOGY CORP 500 SHS | 2010-08-11 | 2012-09-12 | 16547 | 15139 | 1408 | 1408 |
| LINEAR TECHNOLOGY CORP 400 SHS | 2010-08-11 | 2012-09-12 | 13238 | 12112 | 1126 | 1126 |
| LINEAR TECHNOLOGY CORP 400SHS | 2010-11-11 | 2012-09-12 | 13238 | 12630 | 608 | 608 |
| LINEAR TECHNOLOGY CORP 100 SHS | 2010-11-11 | 2012-09-12 | 3310 | 3158 | 152 | 152 |
| NEXTERA ENERGY INC 261 SHS | 2005-12-30 | 2012-06-01 | 16850 | 10800 | 6050 | 6050 |
| ORACLE CORP 300 SHS | 2010-11-11 | 2012-03-12 | 8888 | 8534 | 354 | 354 |
| ORACLE CORP 700 SHS | 2010-11-11 | 2011-03-16 | 20740 | 19913 | 827 | 827 |
| ORACLE CORP 200 SHS | 2011-03-16 | 2012-03-12 | 5926 | 6063 | -137 | -137 |
| ORACLE CORP 300 SHS | 2011-03-16 | 2012-03-12 | 8889 | 9095 | -206 | -206 |
| ORACLE CORP 500 SHS | 2011-08-08 | 2012-03-12 | 14814 | 13398 | 1416 | 1416 |
| PIEDMONT NATURAL GAS CO 699 SHS | 2005-12-30 | 2012-06-01 | 20934 | 16713 | 4221 | 4221 |
| STANDARD CHARTERED 1,000 SHS | 2010-03-19 | 2012-08-13 | 20844 | 26909 | -6065 | -6065 |
| STANDARD CHARTERED 150 SHS | 2010-08-11 | 2012-08-13 | 3127 | 4138 | -1011 | -1011 |
| STANDARD CHARTERED 200 SHS | 2010-08-11 | 2012-08-13 | 4185 | 5518 | -1333 | -1333 |
| STANDARD CHARTERED 150 SHS | 2010-08-11 | 2012-08-13 | 3142 | 4138 | -996 | -996 |
| WAL-MART STORES 156 SHS | 2004-07-01 | 2012-06-01 | 10210 | 8284 | 1926 | 1926 |
| WAL-MART STORES 100 SHS | 2005-01-03 | 2012-06-01 | 6545 | 5375 | 1170 | 1170 |
| WAL-MART STORES 100 SHS | 2005-07-05 | 2012-06-01 | 6545 | 4940 | 1605 | 1605 |
| WAL-MART STORES 55 SHS | 2006-08-23 | 2012-06-01 | 3600 | 2401 | 1199 | 1199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17186 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 118000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2539575 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046464 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 93000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2348469 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039600 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 154689 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1989498 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077753 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 134552 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2686287 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050088 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 131000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3090238 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042392 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256297 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051259 | AverageDistributionRatio |
| Net Noncharitable Assets | 2592287 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 132878 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 593 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 133471 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 128000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1185 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1185 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1185 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4527 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4527 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3342 | Overpayment |
| Amount Credited To Next Year | 3342 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A HILDRETH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5178414886 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ROBINSON ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS BURDICK | ||||||||
| 4251 HORTON ROAD | JACKSON | MI | 49203 | PRESIDENT | 0.10 | 0 | 0 | 0 |
| CHARLES H AYMOND | ||||||||
| 6075 BROWNS LAKE ROAD | JACKSON | MI | 49203 | SECRETARY | 0.10 | 0 | 0 | 0 |
| JAMES A HILDRETH | ||||||||
| 1930 HERKIMER DRIVE | JACKSON | MI | 49203 | DIRECTOR | 0.10 | 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 | 2525950 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 105813 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2631763 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2631763 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39476 | CashDeemedCharitable |
| Net Noncharitable Assets | 2592287 | NetNoncharitableAssets |
| Minimum Investment Return | 129614 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 129614 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1185 | TaxBasedOnInvestmentIncome |
| Total Tax | 1185 | TotalTax |
| Distributable Amount Before Adj | 128429 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 128429 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 128429 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 128000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 128000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 128000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 128429 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 107650 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 128000 | QualifyingDistributions |
| Applied To Year1 | 107650 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20350 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 108079 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHARLES H AYMOND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6075 BROWNS LAKE ROAD | AddressLine1 |
| City | JACKSON | City |
| State | MI | State |
| ZIP Code | 49203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5177845035 | RecipientPhoneNumber |
| Form And Info And Materials | INITIAL LETTER OF REQUEST - 1) EXPLAIN NEED 2) AMOUNT OF REQUEST 3) OTHER SOURCES YOU ARE REQUESTING FUNDS FROM FOR THIS PROJECT 4) LIST OF DIRECTORS 5) TAX EXEMPT LETTER 6) CURRENT FINANCIAL STATEMENT & OPERATING BUDGET | FormAndInfoAndMaterials |
| Submission Deadlines | ANNUALLY, OCTOBER 1, 201X | SubmissionDeadlines |
| Restrictions On Awards | IMMEDIATE JACKSON, MICHIGAN AREA WITH EXCEPTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASCADE HUMANE SOCIETY | |||||||
| 1515 CARMEN DRIVE | JACKSON | MI | 49202 | NONE | 501 (C) (3) | OPERATIONS | $20,000 |
| DAHLEM ENVIRONMENTAL EDUCATION CENTER | |||||||
| 7117 SOUTH JACKSON ROAD | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $5,000 |
| ELLA SHARP MUSEUM OF ART AND HISTORY | |||||||
| 3225 FOURTH STREET | JACKSON | MI | 49203 | NONE | 501 (C) (3) | OPERATIONS | $23,000 |
| FAMILY SERVICES AND CHILDREN'S AID | |||||||
| 330 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $5,000 |
| JACKSON FRIENDLY HOME | |||||||
| 435 WEST NORTH STREET | JACKSON | MI | 49202 | NONE | 501 (C) (3) | OPERATIONS | $10,000 |
| JACKSON INTERFAITH SHELTER | |||||||
| 414 S BLACKSTONE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $15,000 |
| JACKSON NON PROFIT SUPPORT CENTER | |||||||
| 536 N JACKSON STREET | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $2,000 |
| JACKSON SYMPHONY ORCHESTRA ASSOCIATION | |||||||
| 215 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $11,000 |
| JOHN GEORGE HOME INC | |||||||
| 1501 E GANSON STREET | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $15,000 |
| MARRIAGE MATTERS JACKSON | |||||||
| 536 N JACKSON STREET | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $5,000 |
| MICHIGAN SHAKESPEARE FESTIVAL | |||||||
| 215 WEST MICHIGAN AVENUE | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $10,000 |
| THE JACKSON CHORALE | |||||||
| PO BOX 431 | JACKSON | MI | 492040431 | NONE | 501 (C) (3) | OPERATIONS | $2,000 |
| YMCA - STORER CAMPS | |||||||
| 6941 N STONY LAKE ROAD | JACKSON | MI | 49201 | NONE | 501 (C) (3) | OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 128000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,249 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,186 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,445 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81445 | 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 | REHMANN | Category |
| Amount | $2,980 | Amount |
| Net Investment Income | 2980 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB INSTITUTIONAL - NOMINEE ACCOUNT 2514-0369 | 1921801 | 2446274 |
| CHARLES SCHWAB INSTITUTIONAL - NOMINEE ACCOUNT 2514-0369 | 149185 | 142267 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORIES | 17248 | 17248 | 0 |
| STATE OF MICHIGAN ANNUAL REGISTRATION | 20 | 20 | 0 |
| ADR PROCESSING FEES | 163 | 163 | 0 |
| US POSTAL | 52 | 52 | 0 |
| OFFICE ASSISTANCE | 20 | 20 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN WITHHELD TAXES - CHARLES SCHWAB A/C 2N 2514-0369 1 MONTH 2011 | $89 | 89 | 0 |
| FOREIGN WITHHELD TAXES - CHARLES SCHWAB A/C 2N 2514-0369 11 MONTHS 2012 | $1,604 | 1604 | 0 |