RAMSER-MORGAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RAMSER-MORGAN FOUNDATION (EIN 38-3003280)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202601249349102000
- Schema version
- 2025v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T12:01:16-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLAZA STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383003280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSER-MORGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 3133197576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23829 OAK STREET | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P LANDIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3133197576 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DEALMEIDA | PreparerPersonNm |
| PTIN | P01066850 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,534,397 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,695 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $26 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $184,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,610 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $51 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $51 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,308 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,387,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,371,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,976,875 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $455,497 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $498,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,214 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,904,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,921,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,534,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,904,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,921,996 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,904,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,904,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,921,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,904,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $545 | OtherIncreasesAmt |
| Subtotal | $1,921,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 365. FREEPORT MCMORAN INC CL B | 2022-11-15 | 2025-02-26 | $13,871 | $11,881 | $1,990 | $1,990 | |
| 50. ISHARES CORE S&P SMALL-CAP ETF | 2020-01-17 | 2025-02-26 | $5,610 | $4,277 | $1,333 | $1,333 | |
| 35. JOHNSON & JOHNSON | 2020-01-17 | 2025-02-26 | $5,702 | $5,217 | $485 | $485 | |
| 281.778 MFS MID CAP VALUE I | 2021-03-12 | 2025-02-27 | $8,907 | $8,377 | $530 | $530 | |
| 25000. ABBOTT LABORATORIES SR NT DTD 03/10/2015 2.95% 03/15/2025-2024 | 2020-01-24 | 2025-03-15 | $25,000 | $25,000 | |||
| 60. ALPHABET INC CL A | 2020-01-17 | 2025-05-05 | $9,887 | $4,394 | $5,493 | $5,493 | |
| 50. AMAZON.COM INC | 2020-01-17 | 2025-05-05 | $9,369 | $4,658 | $4,711 | $4,711 | |
| 25. APPLE INC | 2020-01-17 | 2025-05-05 | $5,014 | $1,974 | $3,040 | $3,040 | |
| 4760.473 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND INSTITUTIONAL | 2022-06-24 | 2025-05-05 | $42,178 | $45,000 | -$2,822 | -$2,822 | |
| 50. ISHARES CORE S&P SMALL-CAP ETF | 2020-01-17 | 2025-05-05 | $5,143 | $4,277 | $866 | $866 | |
| 140. JACOBS SOLUTIONS INC | 2022-09-28 | 2025-05-05 | $17,688 | $14,291 | $3,397 | $3,397 | |
| 20. MARRIOTT INTERNATIONAL INC | 2023-03-29 | 2025-05-05 | $4,976 | $3,241 | $1,735 | $1,735 | |
| 25. MICROSOFT CORP | 2020-01-17 | 2025-05-05 | $10,953 | $4,153 | $6,800 | $6,800 | |
| 45. MORGAN STANLEY | 2021-03-12 | 2025-05-05 | $5,428 | $3,823 | $1,605 | $1,605 | |
| 1791.658 PEAR TREE POLARIS FOREIGN VALUE INSTL | 2022-09-28 | 2025-05-05 | $43,484 | $33,000 | $10,484 | $10,484 | |
| 25. VISA INC CL A | 2020-01-17 | 2025-05-05 | $8,764 | $5,086 | $3,678 | $3,678 | |
| 70. UNITEDHEALTH GROUP INC | 2022-11-15 | 2025-05-15 | $17,587 | $27,921 | -$10,334 | -$10,334 | |
| 25000. TORONTO DOMINION BANK FR DTD 06/08/2022 | 2022-11-16 | 2025-06-06 | $25,000 | $24,296 | $704 | $704 | |
| 75. ADOBE INC | 2022-09-28 | 2025-09-05 | $26,239 | $25,467 | $772 | $772 | |
| 75. ALPHABET INC CL A | 2020-01-17 | 2025-09-05 | $17,591 | $5,492 | $12,099 | $12,099 | |
| 200. APPLIED MATERIALS INC | 2024-08-07 | 2025-09-05 | $32,052 | $24,317 | $7,735 | $7,735 | |
| 15. BLACKROCK | 2020-01-17 | 2025-09-05 | $16,440 | $8,030 | $8,410 | $8,410 | |
| 23. CADENCE DESIGN SYSTEM INC | 2021-07-02 | 2025-09-05 | $8,069 | $3,170 | $4,899 | $4,899 | |
| 10. CUMMINS INC | 2021-12-17 | 2025-09-05 | $3,998 | $2,122 | $1,876 | $1,876 | |
| 5. META PLATFORMS INC CL A | 2023-10-10 | 2025-09-05 | $3,757 | $1,610 | $2,147 | $2,147 | |
| 100. ISHARES CORE S&P MID-CAP ETF | 2020-01-17 | 2025-09-05 | $6,584 | $4,188 | $2,396 | $2,396 | |
| 35. PROCTER & GAMBLE CO | 2020-01-17 | 2025-09-05 | $5,581 | $4,434 | $1,147 | $1,147 | |
| 25. VISA INC CL A | 2020-01-17 | 2025-09-05 | $8,681 | $5,086 | $3,595 | $3,595 | |
| 20. ZOETIS INC CL A | 2020-01-17 | 2025-09-05 | $3,047 | $2,798 | $249 | $249 | |
| 100. ACCENTURE PLC | 2024-08-07 | 2025-09-05 | $25,512 | $26,732 | -$1,220 | -$1,220 | |
| 25000. US TREASURY NTS DTD 09/17/2020 .25% 09/3 | 2022-10-03 | 2025-09-30 | $25,000 | $25,000 | |||
| 30. ALPHABET INC CL A | 2020-01-17 | 2025-10-14 | $7,389 | $2,197 | $5,192 | $5,192 | |
| 35. AMAZON.COM INC | 2020-01-17 | 2025-10-14 | $7,626 | $3,261 | $4,365 | $4,365 | |
| 5. BLACKROCK | 2020-01-17 | 2025-10-14 | $5,962 | $2,677 | $3,285 | $3,285 | |
| 10. CUMMINS INC | 2021-12-17 | 2025-10-14 | $4,182 | $2,122 | $2,060 | $2,060 | |
| 162.496 NOMURA SMALL CAP CORE I | 2022-06-24 | 2025-10-14 | $5,055 | $4,209 | $846 | $846 | |
| 45. EOG RESOURCES INC | 2020-01-17 | 2025-10-14 | $4,944 | $3,823 | $1,121 | $1,121 | |
| 5. META PLATFORMS INC CL A | 2023-10-10 | 2025-10-14 | $3,563 | $1,610 | $1,953 | $1,953 | |
| 25. JOHNSON & JOHNSON | 2020-01-17 | 2025-10-14 | $4,750 | $3,727 | $1,023 | $1,023 | |
| 30. MERCK & CO INC | 2020-04-03 | 2025-10-14 | $2,547 | $2,193 | $354 | $354 | |
| 10. MICROSOFT CORP | 2020-01-17 | 2025-10-14 | $5,145 | $1,661 | $3,484 | $3,484 | |
| 30. NVIDIA CORPORATION | 2024-02-22 | 2025-10-14 | $5,470 | $2,331 | $3,139 | $3,139 | |
| 15. ORACLE CORP | 2024-02-22 | 2025-10-14 | $4,531 | $1,659 | $2,872 | $2,872 | |
| 25. PROCTER & GAMBLE CO | 2020-01-17 | 2025-10-14 | $3,707 | $3,167 | $540 | $540 | |
| 10. TESLA MOTORS INC | 2024-08-07 | 2025-10-14 | $4,312 | $1,977 | $2,335 | $2,335 | |
| 25. VISA INC CL A | 2020-01-17 | 2025-10-14 | $8,728 | $5,086 | $3,642 | $3,642 | |
| 25. ZOETIS INC CL A | 2020-01-17 | 2025-10-14 | $3,568 | $3,497 | $71 | $71 | |
| 1007.003 NOMURA SMALL CAP CORE I | 2022-09-28 | 2025-12-23 | $31,177 | $25,791 | $5,386 | $5,386 | |
| 7. META PLATFORMS INC CL A | 2023-10-10 | 2025-12-23 | $4,638 | $2,254 | $2,384 | $2,384 | |
| 25. MORGAN STANLEY | 2021-03-12 | 2025-12-23 | $4,501 | $2,124 | $2,377 | $2,377 | |
| 25. WALMART INC | 2023-10-10 | 2025-12-23 | $2,790 | $1,314 | $1,476 | $1,476 | |
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,990 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $764 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,502 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P LANDIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2482462215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31155 NORTHWESTERN HWY STE 260 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN P LANDIS | ||||||
| 570 KIRTS BOULEVARD STE 225 | TROY | MI | 48084 | TREASURER | 1 | $0 |
| STEVE MILBECK | ||||||
| 23829 OAK STREET | DEARBORN | MI | 48128 | PRESIDENT | 1 | $0 |
| MICHAEL OBLOY | ||||||
| 2161 CLINTON VIEW CIRCLE | ROCHESTER HILLS | MI | 48309 | SECRETARY | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,391,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,447,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,447,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,410,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,266 | TotalTaxAmt |
| Distributable Before Adj | $118,264 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,264 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,264 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,201 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,309 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,309 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,372 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN P LANDIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31155 NORTHWESTERN HWY STE 260 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2482462215 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE YOUTH CONNECTION | ||||||||
| 4777 OUTER DR E 134 | DETROIT | MI | 48234 | NONE | PC | CHARITABLE PURPOSES | $7,000 | |
| VISTA MARIA | ||||||||
| 20651 WEST WARREN ST | DEARBORN HEIGHTS | MI | 48127 | NONE | NC | UNRESTRICTED GIFT | $9,000 | |
| NEW DAY FOUNDATION FOR FAMILIES | ||||||||
| 245 BARCLAY CIRCLE SUITE 300 | ROCHESTER HILLS | MI | 48307 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| UNIVERSITY OF DETROIT MERCY SCHOOL OF | ||||||||
| 651 E JEFFERSON AVENUE | DETROIT | MI | 48226 | NONE | PC | EDUCATIONAL PURPOSES | $21,000 | LAW |
| SALVATION ARMY EASTERN MICHIGAN | ||||||||
| 16130 NORTHLAND DRIVE | SOUTHFIELD | MI | 48075 | NONE | PC | GENERAL SUPPORT | $21,000 | |
| MADONNA UNIVERSITY | ||||||||
| 36600 SCHOOLCRAFT | LIVONIA | MI | 48150 | NONE | PC | EDUCATIONAL PURPOSES | $11,000 | |
| BARBARA ANN KARMANOS CANCER | ||||||||
| 4100 JOHN R | DETROIT | MI | 48201 | NONE | PC | GENERAL SUPPORT | $21,000 | INSTITUTE |
| MICHIGAN THANKSGIVING PARADE | ||||||||
| 9500 MOUNT ELLIOT ST | DETROIT | MI | 482111673 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| FRIENDS FOR ANIMALS OF METRO | ||||||||
| 16121 RECKINGER RD | DEARBORN | MI | 48126 | NONE | PC | UNRESTRICTED GIFT | $11,000 | DETROIT |
| UNITED WAY OF SOUTHEAST MICHIGAN | ||||||||
| 660 WOODWARD AVENUE SUITE 330 | DETROIT | MI | 48226 | NONE | PC | GENERAL SUPPORT | $21,000 | |
| ST CATHERINE OF SIENA ACADEMY | ||||||||
| 28200 NAPIER RD | WIXOM | MI | 48393 | NONE | PC | EDUCATIONAL PURPOSES | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROLOGIS INC (REIT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $184,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,610 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,150 | Amt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $498,105 | EOYBookValueAmt |
| EOYFMV | $505,214 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,371,583 | EOYBookValueAmt |
| EOYFMV | $1,976,875 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROLOGIS INC (REIT) | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $190 |
| ACCRUED INTEREST TIMING DIFFERENCE | $173 |
| 2025 RETURN OF CAPITAL | $182 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $20,390 | Amt |
| Net Investment Income | $20,390 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $111 | $111 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $329 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $764 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $690 | $690 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $421 | $421 | $0 |
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