BURT FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BURT FOUNDATION (EIN 38-3309907)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201101329349100845
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T12:42:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-04-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT M SMITH | Name |
| Phone | 5177898900 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 6826511 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 157244 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 443 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 443 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 128530 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 128471 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 870519 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1135617 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 870519 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1156736 | TotalRevenueAndExpenses |
| Total Net Investment Income | 999433 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 9356 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 9356 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 2960 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2960 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 6324 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 627 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 18640 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12943 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 622500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 622500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 641140 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12943 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 622500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 515596 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 986490 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35420 | CashBOY |
| Cash EOY | 96258 | CashEOY |
| Cash EOYFMV | 96258 | CashEOYFMV |
| Investments Corp Stock BOY | 1455183 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1347414 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6101446 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 562569 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 628807 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1490603 | TotalAssetsBOY |
| Total Assets EOY | 2006241 | TotalAssetsEOY |
| Total Assets EOYFMV | 6826511 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 42 | AccountsPayableEOY |
| Total Liabilities EOY | 42 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1490603 | RetainedEarningsBOY |
| Retained Earnings EOY | 2006199 | RetainedEarningsEOY |
| Total Net Assets BOY | 1490603 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2006199 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1490603 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2006241 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1490603 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 515596 | ExcessOfRevenueOverExpenses |
| Subtotal | 2006199 | Subtotal |
| Total Net Assets Fund Balances EOY | 2006199 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| AT&T INC 155 SHARES | D | 1999-07-08 | 2010-12-09 | 4321 | 18350 | -14029 | -14029 |
| BP PLC SPONS ADR 8,610 SHARES | D | 1987-02-09 | 2010-05-28 | 367656 | 118348 | 249308 | 249308 |
| BURLINGTON NORTHN 6,000 SHARES | D | 1995-09-25 | 2010-02-16 | 600000 | 53637 | 546363 | 546363 |
| FRONTIER COMMUNICATIONS .27704 SHARE | D | 1996-12-19 | 2010-07-01 | 2 | 2 | 2 | |
| IMS HEALTH INC 4,000 SHARES | D | 1994-09-26 | 2010-02-26 | 88000 | 51423 | 36577 | 36577 |
| WEYERHAEUSER CO 1,228 SHARES | D | 1996-12-19 | 2010-04-30 | 62431 | 23340 | 39091 | 39091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 870519 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 619803 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4791461 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.129356 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 630395 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4793674 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.131506 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 562579 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4988299 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.112780 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 573336 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4693163 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.122164 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 579369 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4558284 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.127102 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.622908 | TotalDistributionRatio |
| Average Distribution Ratio | 0.124582 | AverageDistributionRatio |
| Net Noncharitable Assets | 6060946 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 755085 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9865 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 764950 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 622500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 19730 | InvestmentIncomeExciseTax |
| Subtotal | 19730 | Subtotal |
| Tax Based On Investment Income | 19730 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5200 | TotalCreditsAndPayments |
| Tax Due | 14530 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
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 | 5705450 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 447795 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6153245 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6153245 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 92299 | CashDeemedCharitable |
| Net Noncharitable Assets | 6060946 | NetNoncharitableAssets |
| Minimum Investment Return | 303047 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 303047 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19730 | TaxBasedOnInvestmentIncome |
| Total Tax | 19730 | TotalTax |
| Distributable Amount Before Adj | 283317 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 283317 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 283317 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 622500 | ExpensesAndContributions |
| Qualifying Distributions | 622500 | QualifyingDistributions |
| Adj Qualifying Distributions | 622500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 283317 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 352717 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 352006 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 323006 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 399921 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 390624 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1818274 | TotalExcessDistriCarryover |
| Qualifying Distributions | 622500 | QualifyingDistributions |
| Applied To Current Year | 283317 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 339183 | RemainingDistriFromCorpus |
| Total Corpus | 2157457 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 352717 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1804740 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 352006 | ExcessFromYear4 |
| Excess From Year3 | 323006 | ExcessFromYear3 |
| Excess From Year2 | 399921 | ExcessFromYear2 |
| Excess From Year1 | 390624 | ExcessFromYear1 |
| Excess From Current Year | 339183 | 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 (20 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 | $20,000 |
| 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 | $10,000 |
| 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 | $15,000 |
| 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 | $25,000 |
| 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 | $15,000 |
| MICHIGAN ANIMAL RESCUE LE | ||||||||
| MICHIGAN ANIMAL RESCUE LEAGUE | 720 FEATHERSTONE | 720 FEATHERSTONE | PONTIAC | MI | 48342 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $35,000 |
| 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 | $25,000 |
| 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 | $30,000 |
| ST JOSEPH MERCY HEALTH S | ||||||||
| ST JOSEPH MERCY HEALTH SYSTEM | 5305 E HURON RIVER DR | 5305 E HURON RIVER DR | ANN ARBOR | MI | 48106 | NONE | USED CONSISTENT W/ 501(C)(3) STATUS | $250,000 |
| 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 | $7,500 |
| 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 | $25,000 |
| 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 | $25,000 |
| WASHTENAW COMM COLLEGE | ||||||||
| WASHTENAW COMMUNITY COLLEGE | 4800 E HURON RIVER DRIVE | 4800 E HURON RIVER DRIVE | ANN ARBOR | MI | 48105 | NONE | USED CONSISTENT W/501(C)(3) STATUS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 622500 | 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 | $443 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $128,530 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $870,519 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $999,492 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 999492 | 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 | 157244 | 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 | 6000 SHS BURLINGTON NO SANTE FE | 419651 | 2010-05-11 |
| 1 | 2520 SHS EXXON MOBIL CORP | 181994 | 2010-12-20 |
| 1 | 4247 SH PROCTOR & GAMBLE CO | 275928 | 2010-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,960 | Amount |
| Net Investment Income | 2960 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERIPRISE FIN INC | 2343 | 70441 |
| AT & T | 297860 | 73920 |
| BANK NEW YORK MELLON CORP | 73641 | 60400 |
| CHEVRON CORP. | 66642 | 140525 |
| COCA-COLA COMPANY | 87827 | 460390 |
| CYTEC INDUSTRIES | 5644 | 68129 |
| DELMONTE FOODS | 9748 | 58769 |
| DISCOVER FINANCIAL | 6622 | 40914 |
| DOW CHEMICAL | 28383 | 168993 |
| DTE ENERGY | 30901 | 31316 |
| DUN&BRADSTREET | 9462 | 82090 |
| EXXON MOBIL CORP | 56897 | 769222 |
| FORD MOTOR CO | 67712 | 293506 |
| GENERAL ELECTRIC CO | 61159 | 128030 |
| HEINZ | 11421 | 39568 |
| HERSHEY COMPANY | 47369 | 386630 |
| HOSPIRA INC | 4258 | 111380 |
| IMS HEALTH | ||
| KELLOGG CO | 39718 | 306480 |
| MOODYS | 30530 | 106160 |
| PEPSICO INCORPORATED | 15919 | 176391 |
| PFIZER | 46284 | 35020 |
| PLUMCREEK TIMBER | 56480 | 291661 |
| PROCTOR GAMBLE | 33271 | 594345 |
| RAYTHEON | 12185 | 21363 |
| ROCKWELL AUTOMATION | 9396 | 286840 |
| ROCKWELL COLLINS | 14909 | 233040 |
| SPRINT NEXTEL CORP | 10024 | 20735 |
| SUNOCO | 66032 | 161240 |
| VANGUARD INFORMATION | 102400 | 123040 |
| VERIZON COMMUNICATIONS | 6275 | 33132 |
| VODAFONE GROUP PLC | 1575 | 11158 |
| WEYERHAUSER | ||
| YUM BRANDS | 14560 | 588600 |
| ZIMMER HOLDINGS | 18684 | 112728 |
| BURLINGTON NO SANTE FE | ||
| JM SMUCKER CO | 852 | 13130 |
| FRONTIER COMMUNICATIONS | 431 | 2160 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAPITAL INCOME BLDR | AT COST | 52184 | 55536 |
| CAPITAL WORLD GROWTH | AT COST | 102800 | 112911 |
| EUROPACIFIC GROWTH FUND | AT COST | 101569 | 115109 |
| FUNDAMENTAL INVS INC | AT COST | 101773 | 115035 |
| GROWTH FUND AMERICA | AT COST | 100910 | 113315 |
| INCOME FUND AMERICA | AT COST | 52480 | 56422 |
| NEW WORLD FUND | AT COST | 50853 | 60479 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $9,356 | Amount |
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 | $5,697 | |
| FOREIGN TAXES WITHHELD | $627 | 627 |
Comments