T B MURPHY FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- T B MURPHY FOUNDATION CHARITABLE TRUST (EIN 38-2531815)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201121369349101722
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T12:46:28-05:00 | 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 | GODFREY HAMMEL DANNEELS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21420 GREATER MACK AVENUE | AddressLine1 |
| City | ST CLAIR SHORES | City |
| State | MI | State |
| ZIP Code | 480802353 | 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 | 382531815 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T B MURPHY FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TBMU | NameControl |
| Phone | 5867728100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21420 GREATER MACK | AddressLine1 |
| City | ST CLAIR SHORES | City |
| State | MI | State |
| ZIP Code | 48080 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS B MURPHY | Name |
| Title | PRESIDENT | Title |
| Phone | 5867728100 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACI REWALT-KOLASA CPA | Name |
| Phone | 5867728100 | Phone |
| Date Prepared | 2011-05-09 | 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 | 157768 | 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 | 7845 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7845 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -574 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 40505 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7271 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7845 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 6500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 431 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1622 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1158 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9503 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7658 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31503 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7658 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24232 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 187 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 10824 | CashEOY |
| Cash EOYFMV | 10824 | CashEOYFMV |
| Investments Corp Stock BOY | 143980 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 109916 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 92032 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 59381 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 53358 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 54912 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 203361 | TotalAssetsBOY |
| Total Assets EOY | 174098 | TotalAssetsEOY |
| Total Assets EOYFMV | 157768 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1845 | AccountsPayableBOY |
| Total Liabilities BOY | 1845 | 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 | 201516 | RetainedEarningsBOY |
| Retained Earnings EOY | 174098 | RetainedEarningsEOY |
| Total Net Assets BOY | 201516 | TotalNetAssetsBOY |
| Total Net Assets EOY | 174098 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 203361 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 174098 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 201516 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24232 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 177284 | Subtotal |
| Other Decreases | 3186 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 174098 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | COMMON STOCK | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Sold | 2010-12-31 | DateSold |
| Gross Sales Price | 40505 | GrossSalesPrice |
| Cost Or Other Basis | 41079 | CostOrOtherBasis |
| Gain Or Loss | -574 | GainOrLoss |
| Gains Minus Excess Or Losses | -574 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -574 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23650 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 211684 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.111723 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 211684 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.137941 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 129750 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 129324 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.003294 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81650 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 119092 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.685604 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79925 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16442 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 4.861027 | DistributionRatioYear5 |
| Total Distribution Ratio | 6.799589 | TotalDistributionRatio |
| Average Distribution Ratio | 1.359918 | AverageDistributionRatio |
| Net Noncharitable Assets | 156206 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 212427 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 212429 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Overpayment | 396 | Overpayment |
| Amount Credited To Next Year | 396 | 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 | STACI REWALT-KOLASA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5867728100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21420 GREATER MACK AVENUE | AddressLine1 |
| City | ST CLAIR SHORES | City |
| State | MI | State |
| ZIP Code | 48080 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS B MURPHY | ||||||||
| 21420 GREATER MACK AVENUE | ST CLAIR SHORES | MI | 48080 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JACQUELYN MURPHY | ||||||||
| 21420 GREATER MACK AVENUE | ST CLAIR SHORES | MI | 48080 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| THOMAS B MURPHY JR | ||||||||
| 21420 GREATER MACK AVENUE | ST CLAIR SHORES | MI | 48080 | TRUSTEE | 2.00 | 6500 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 155808 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2777 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 158585 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 158585 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2379 | CashDeemedCharitable |
| Net Noncharitable Assets | 156206 | NetNoncharitableAssets |
| Minimum Investment Return | 7810 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7810 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 7806 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7806 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7806 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7806 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 80253 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 79912 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 123442 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 18797 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 13297 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 315701 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7806 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14194 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 329895 | 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 | 80253 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 249642 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 79912 | ExcessFromYear4 |
| Excess From Year3 | 123442 | ExcessFromYear3 |
| Excess From Year2 | 18797 | ExcessFromYear2 |
| Excess From Year1 | 13297 | ExcessFromYear1 |
| Excess From Current Year | 14194 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS B MURPHY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHIOCESE OF DETROIT | |||||||
| 305 MICHIGAN AVE | DETROIT | MI | 48226 | NONE | 501(C)(3)-1(F) | EDUCATION | $1,000 |
| MADONNA COLLEGE | |||||||
| 36600 SCHOOLCRAFT ROAD | LIVONIA | MI | 48150 | NONE | 501(C)(3)-1(F) | EDUCATION | $20,000 |
| ROSE HILL MEDICAL FOUNDATION | |||||||
| 5130 ROSE HILL BLVD | HOLLY | MI | 48442 | NONE | 501(C)(3) | SUPPORT SERVICES PROVIDED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22000 | 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 | $7,845 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$574 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,271 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7271 | 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 | $950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIDELITY HIGH INCOME | NameOfBond |
| EOY Book Value | 53358 | EOYBookValue |
| EOYFMV | 54912 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DU PONT | 8516 | 19952 |
| MERCK & CO INC | 101400 | 72080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET ASSET ADJUSTMENT | Description |
| Amount | $3,186 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LEGATUS DUES | 130 | 0 | 0 |
| INVESTMENT SUBSCRIPTION | 1158 | 1158 | 0 |
| MISCELLANEOUS | 334 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $431 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments