SANDY FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANDY FAMILY FOUNDATION INC (EIN 38-3208309)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201202289349100905
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T14:12:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-08-15 | 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 | 2012-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 340346 | 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 | 10722 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10722 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18247 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 124247 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18247 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 28969 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28969 | 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 | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 9350 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10850 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33100 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4131 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28969 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7512 | CashBOY |
| Cash EOY | 3910 | CashEOY |
| Cash EOYFMV | 3910 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17117 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 111 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 111 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 298387 | InvestmentsOtherBOY |
| Investments Other EOY | 314864 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 336325 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 323016 | TotalAssetsBOY |
| Total Assets EOY | 318885 | TotalAssetsEOY |
| Total Assets EOYFMV | 340346 | 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 | 323016 | RetainedEarningsBOY |
| Retained Earnings EOY | 318885 | RetainedEarningsEOY |
| Total Net Assets BOY | 323016 | TotalNetAssetsBOY |
| Total Net Assets EOY | 318885 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 323016 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 318885 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 323016 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4131 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 318885 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 318885 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 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 |
|---|---|---|---|---|---|---|---|
| 544 SHS MFB NORTHN HI YLD | P | 2011-01-01 | 2011-01-11 | 4000 | 3836 | 164 | 164 |
| 28 SHS PIMCO COMM | P | 2010-12-31 | 2011-01-11 | 261 | 262 | -1 | -1 |
| 25 SHS MFB NORTHN FDS MULTI | P | 2011-01-01 | 2011-04-04 | 451 | 428 | 23 | 23 |
| 136 SHS MFB NORTHN FDS MULTI | P | 2011-01-01 | 2011-04-04 | 3213 | 3059 | 154 | 154 |
| 194 SHS MFB NORTHN FDS MULTI | P | 2011-01-01 | 2011-04-04 | 2000 | 1755 | 245 | 245 |
| 179 SHS MFB NRTHN MULTI SMALL | P | 2010-05-10 | 2011-04-04 | 2000 | 1597 | 403 | 403 |
| 22 SHS PIMCO COMM | P | 2011-03-17 | 2011-04-04 | 213 | 204 | 9 | 9 |
| 27 SHS MFB NORTHN MULTI INTL | P | 2010-05-10 | 2011-04-13 | 274 | 235 | 39 | 39 |
| 200 MFB NORTHN HI YIELD | P | 2011-01-01 | 2011-04-13 | 1500 | 1437 | 63 | 63 |
| 61 SHS MFB NORTHN STK IDX | P | 2011-04-04 | 2011-04-13 | 1000 | 1014 | -14 | -14 |
| 225 SHS PIMCO FDS TOTAL RET | P | 2011-01-01 | 2011-04-13 | 2461 | 2550 | -89 | -89 |
| 8 SHS MFC SPDR GOLD TR | P | 2011-01-11 | 2011-04-13 | 1133 | 1073 | 60 | 60 |
| 340 SHS ISHARES RUSSELL 1000 | P | 2010-08-05 | 2011-05-05 | 20933 | 16986 | 3947 | 3947 |
| 21 SHS MFB NORTHN FDS MULTI | P | 2010-12-21 | 2011-05-05 | 400 | 370 | 30 | 30 |
| 5 SHS MFC SPDR GOLD | P | 2011-01-11 | 2011-05-05 | 720 | 671 | 49 | 49 |
| 1182 SHS PIMCO FDS TOTAL RET | P | 2011-01-01 | 2011-09-19 | 12971 | 12893 | 78 | 78 |
| 15 SHS MFC SPDR GOLD TR | P | 2011-01-11 | 2011-09-19 | 2636 | 2013 | 623 | 623 |
| 149 SHS MFB NORTHN HI YLD | P | 2011-01-01 | 2011-10-03 | 1000 | 1124 | -124 | -124 |
| 294 SHS MFB NORTHN FDS STK IDX | P | 2011-05-10 | 2011-10-03 | 4000 | 4943 | -943 | -943 |
| 139 SHS PIMCO FDS TOTAL RET | P | 2011-01-01 | 2011-10-03 | 1500 | 1504 | -4 | -4 |
| 165 SHS MFB NORTHN FDS STK IDX | P | 2011-05-10 | 2011-10-18 | 2500 | 2768 | -268 | -268 |
| 95 SHS MFB NRTHN MULTI MGR | P | 2011-04-04 | 2011-11-23 | 1000 | 1205 | -205 | -205 |
| 512 SHS PIMCO COMM REAL | P | 2009-07-20 | 2011-01-11 | 4738 | 3659 | 1079 | 1079 |
| 245 SHS MFB NORTHN FDS MULTI | P | 2010-02-26 | 2011-04-04 | 5787 | 4718 | 1069 | 1069 |
| 29 SHS PIMCO COMM REAL | P | 2009-07-20 | 2011-04-04 | 287 | 210 | 77 | 77 |
| 16 SHS MFC ISHARES TR RUSS 1000 | P | 2008-10-17 | 2011-04-13 | 1085 | 823 | 262 | 262 |
| 71 SHS MFB NORTHN MULTI | P | 2010-02-26 | 2011-04-13 | 727 | 614 | 113 | 113 |
| 295 SHS MFC ISHARES RE RUSS 1000 | P | 2008-10-17 | 2011-05-05 | 20467 | 14873 | 5594 | 5594 |
| 68 SHS MFB NORTHN MULTI MGR | P | 2010-02-26 | 2011-05-05 | 700 | 590 | 110 | 110 |
| 10 SHS MFC ISHARES TR BARCLAYS | P | 2009-07-21 | 2011-09-19 | 1158 | 1010 | 148 | 148 |
| 367 SHS PIMCO FUNDS TOTAL | P | 2011-01-01 | 2011-09-19 | 4029 | 4143 | -114 | -114 |
| 278 SHS MFB NORTHN MULTI MGR | P | 2010-02-26 | 2011-10-18 | 2420 | 2403 | 17 | 17 |
| 996 SHS MFB NORTHN MULTI | P | 2010-02-26 | 2011-11-23 | 8000 | 8618 | -618 | -618 |
| 20 SHS MFC SPDR GOLD | P | 2010-05-11 | 2011-09-19 | 3515 | 2412 | 1103 | 1103 |
| CAPITAL GAINS DIVIDENDS | P | 5168 | 5168 | 5168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18247 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 20700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 353585 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058543 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46779 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 342005 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.136779 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43786 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 457589 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095688 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 46724 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 562695 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.083036 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45882 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 463891 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.098907 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.472953 | TotalDistributionRatio |
| Average Distribution Ratio | 0.094591 | AverageDistributionRatio |
| Net Noncharitable Assets | 363083 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34344 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 290 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34634 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 579 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 579 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 579 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 923 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 923 | TotalCreditsAndPayments |
| Overpayment | 344 | Overpayment |
| Amount Credited To Next Year | 344 | 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 | 359913 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8699 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 368612 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 368612 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5529 | CashDeemedCharitable |
| Net Noncharitable Assets | 363083 | NetNoncharitableAssets |
| Minimum Investment Return | 18154 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18154 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 579 | TaxBasedOnInvestmentIncome |
| Total Tax | 579 | TotalTax |
| Distributable Amount Before Adj | 17575 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17575 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17575 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17575 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 26683 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19271 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21195 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 29921 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3492 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 100562 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22250 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17575 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4675 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 105237 | 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 | 26683 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 78554 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19271 | ExcessFromYear4 |
| Excess From Year3 | 21195 | ExcessFromYear3 |
| Excess From Year2 | 29921 | ExcessFromYear2 |
| Excess From Year1 | 3492 | ExcessFromYear1 |
| Excess From Current Year | 4675 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PUBLIC | SUPPORT FOR ADVANCES IN MEDICAL EDUCATION | $500 |
| ASOLO REPERTORY THEATRE | |||||||
| 5555 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PUBLIC | SUPPORT OF THE ARTS | $400 |
| BERGAN PERFORMING ARTS CENTER | |||||||
| 30 N VAN BRUNT | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | SUPPORT OF THE ARTS | $350 |
| 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 |
| COLUMBIA UNIVERSITY (PEDIATRICS) | |||||||
| 630 W 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC | EDUCATIONAL | $250 |
| CRANBROOK ART MUSEUM | |||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | SUPPORT OF THE ARTS | $200 |
| 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 |
| DWIGHT-ENGLEWOOD SCHOOL | |||||||
| 315 E PALISADE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| JEWISH FEDERATION OF METRO DETROIT | |||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $2,000 |
| KAPLIN JEWISH COMMUNITY ON THE PALISADES | |||||||
| 411 E CLIFTON | TENAFLY | NJ | 07670 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $250 |
| MATHENY MEDICAL & EDUCATIONAL CENTER | |||||||
| 65 HIGHLAND AVENUE | PEAPARK | NJ | 07977 | NONE | PUBLIC | EDUCATIONAL / RESEARCH | $1,000 |
| MICHIGAN OPERA THEATRE | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | BOARD MEMBER | PUBLIC | SUPPORT OF THE ARTS | $1,400 |
| OAKLAND UNIVERSITY | |||||||
| 2200 NORTH SQUIRREL ROAD | ROCHESTER | MI | 48309 | BOARD OF BUSINESS SCHOOLS | PUBLIC | EDUCATIONAL | $3,000 |
| THE SEANY FOUNDATION | |||||||
| 7567 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PUBLIC | EDUCATIONAL / RESEARCH | $50 |
| UNITED JEWISH APPEAL FEDERATION OF NJ | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | SUPPORT FOR VARIOUS RELIGIOUS ACTIVITIES | $500 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| COLLEGE PARK FOUNDATION | COLLEGE PARK | MD | 20742 | NONE | PUBLIC | EDUCATIONAL | $200 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | EDUCATIONAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22250 | 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 | $10,722 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,247 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $28,969 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28969 | 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 | $1,500 | 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 | 314864 | BookValue |
| EOYFMV | 336325 | EOYFMV |
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