Civic Intelligence

The John R Burt & Mildred B Burt Charitable Foundation

990PF • Fiscal year 2011 • EIN 30-0081622

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 21, 2015

Organization Profile
525 Morley Dr48601
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

80th percentile

13%

Faster asset growth than 80% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,557,443

Up $182,075 (+13%) from 2010

Net Assets

Up

$1,557,443

Up $182,075 (+13%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$69,172

Up $4,006 (+6.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,375,368Liabilities 2010: $0Net Assets 2010: $1,375,3682010Assets 2011: $1,557,443Liabilities 2011: $0Net Assets 2011: $1,557,4432011Assets 2012: $1,730,073Liabilities 2012: $0Net Assets 2012: $1,730,0732012Assets 2013: $1,952,233Liabilities 2013: $0Net Assets 2013: $1,952,2332013Assets 2014: $2,256,105Liabilities 2014: $0Net Assets 2014: $2,256,1052014Assets 2015: $2,510,446Liabilities 2015: $0Net Assets 2015: $2,510,4462015Assets 2017: $3,067,830Liabilities 2017: $0Net Assets 2017: $3,067,8302017Assets 2018: $3,291,226Liabilities 2018: $0Net Assets 2018: $3,291,2262018Assets 2019: $3,407,361Liabilities 2019: $0Net Assets 2019: $3,407,3612019Assets 2020: $3,353,966Liabilities 2020: $0Net Assets 2020: $3,353,9662020Assets 2021: $3,592,728Liabilities 2021: $0Net Assets 2021: $3,592,7282021Assets 2022: $3,784,130Liabilities 2022: $0Net Assets 2022: $3,784,1302022Assets 2023: $4,058,215Liabilities 2023: $0Net Assets 2023: $4,058,2152023Assets 2024: $4,053,688Liabilities 2024: $0Net Assets 2024: $4,053,6882024

Highlighted filing

2011

Assets$1,557,443
Liabilities$0
Net Assets$1,557,443
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $65,1662010Expenses 2011: $69,1722011Expenses 2012: $96,0902012Revenue 2013: $343,911Expenses 2013: $121,751Net Income 2013: $222,1602013Revenue 2014: $446,504Expenses 2014: $139,492Net Income 2014: $307,0122014Revenue 2015: $390,945Expenses 2015: $136,604Net Income 2015: $254,3412015Revenue 2017: $469,479Expenses 2017: $149,492Net Income 2017: $319,9872017Revenue 2018: $403,217Expenses 2018: $173,478Net Income 2018: $229,7392018Revenue 2019: $323,274Expenses 2019: $220,760Net Income 2019: $102,5142019Revenue 2020: $172,588Expenses 2020: $209,771Net Income 2020: -$37,1832020Revenue 2021: $470,999Expenses 2021: $226,146Net Income 2021: $244,8532021Revenue 2022: $432,824Expenses 2022: $247,821Net Income 2022: $185,0032022Revenue 2023: $525,545Expenses 2023: $244,650Net Income 2023: $280,8952023Revenue 2024: $286,736Expenses 2024: $291,263Net Income 2024: -$4,5272024

Highlighted filing

2011

Revenue-
Expenses$69,172
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 21, 2015
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON TUNNEYPresident-$0--
MATTHEW MOELLERVice Pres-$0--
SHAWN SNYSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVALLEY LUTHERAN HIGH SCHOEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$50,000
Paid GrantNOUVEL CATHOLIC CENTRALEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$5,000
Paid GrantBETHLEHEM LUTHERANEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$5,000
Paid GrantSHEBOYGAN CHRISTIAN SCHOOEDUCATIONAL SCHOLARSHIP501(C)(3)SHEBOYGAN, WI, US$2,000
Paid GrantMICHIGAN LUTHERAN SEMINAREDUCATIONAL SCHOLARSHIP510(C)(3)SAGINAW, MI, US$1,000
Paid GrantCONCORIDA UNIVERSITYEDUCATIONAL SCHOLARSHIP501(C)(3)ANN ARBOR, MI, US$1,000
Filing and Contact Details

Filer

EIN
30-0081622
Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/Compensation/PersonName0JASON TUNNEY
CompensationExplanation/Compensation/PersonName1MATTHEW MOELLER
CompensationExplanation/Compensation/PersonName2SHAWN SNY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis073534
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1224276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice077491
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1216963
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice218
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0ATTACHED DETAIL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1ATTACHED DETAIL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2CAP GN DISTRIB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet03957
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-7313
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet218
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0356762
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0397552
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0252248
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1150349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2326607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue313995
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue435405
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5185585
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0240440
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV312078
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV434414
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5183742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ETF PRODUCTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MUTUAL FUNDS ACCT 1392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CORPORATE STOCK ACCT 1392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ETF PRODUCTS ACCT 1392
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-3338
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IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome01198
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome054270
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA054270
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss064000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm043271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss044286
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0182075
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0294472
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm011421
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012124
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-3338
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome051991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps064000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss069172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome055890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0251247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05172
IRS990PF/BalanceSheets/CashBOY0179586
IRS990PF/BalanceSheets/CashEOY0236492
IRS990PF/BalanceSheets/CashEOYFMV0236492
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0307444
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01375368
IRS990PF/BalanceSheets/TotalNetAssetsEOY01557443
IRS990PF/BalanceSheets/UnrestrictedBOY01375368
IRS990PF/BalanceSheets/UnrestrictedEOY01557443
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0182075
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01557443
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01375368
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01557443
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted074880
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj074880
IRS990PF/DistributableAmount/DistributableAmountBeforeDed074880
IRS990PF/DistributableAmount/MinimumInvestmentReturn075920
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01040
IRS990PF/DistributableAmount/TotalTax01040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment021
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01061
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01569096
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01541518
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0197790
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01343728
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable023123
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn075920
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01518395
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01541518
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JASON TUNNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MATTHEW MOELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHAWN SNY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10525 MORLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11525 MORLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12525 MORLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode048601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode148601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode248601
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct080365
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets079845
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052585
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047378
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051964
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.051055
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.052310
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.060218
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5049717
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.262925
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IRS990PF/QualifyingDistributions/ExpensesAndContributions064000
IRS990PF/QualifyingDistributions/QualifyingDistributions064000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SHAWN SNY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09897536486
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10525 MORLEY DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SAGINAW
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048601
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0[email protected]
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10VALLEY LUTHERAN HIGH SCHO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MICHIGAN LUTHERAN SEMINAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CONCORIDA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SHEBOYGAN CHRISTIAN SCHOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14NOUVEL CATHOLIC CENTRAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15BETHLEHEM LUTHERAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1510(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103560 MCCARTY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112777 HARDIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124090 GEDDES RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13418 GEELE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine145800 WEISS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152777 HERMANSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAGINAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAGINAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ANN ARBOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SHEBOYGAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAGINAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SAGINAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode048603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode148602
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode248105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353083
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode448603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode548603
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear064000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear064000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted074880
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202110
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301588
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403336
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear507939
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus010880
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY010880
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04093
IRS990PF/UndistributedIncome/ExcessFromYear202110
IRS990PF/UndistributedIncome/ExcessFromYear301588
IRS990PF/UndistributedIncome/ExcessFromYear40395
IRS990PF/UndistributedIncome/QualifyingDistributions064000
IRS990PF/UndistributedIncome/TotalCorpus04093
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover014973
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0124235
IRS990ScheduleB/ContributorInfo/AggregateContributions18902
IRS990ScheduleB/ContributorInfo/AggregateContributions215897
IRS990ScheduleB/ContributorInfo/AggregateContributions347051
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10525 MORLEY DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine114183 FORREST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine125585 NORTH HURON AVENUE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine13725 MORLEY DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0SAGINAW
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1OSCODA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2OSCODA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City3SAGINAW
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State3MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode048601
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode148750
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode248750
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode348601
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0DURO-LAST ROOFING
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1TIP TOP SCREW
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2OSCODA PLASTICS
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3PLASTATECH ENGINEERING LTD
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/ContributorNumber34
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType2X
IRS990ScheduleB/ContributorInfo/PersonContributionType3X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpenses/Description2MUTUAL FUND INV FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03873
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome126
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03873
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks126
OtherIncomeSchedule2/OtherIncome/Description0FEDREAL CLAIMS SETTLEMENT
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01198
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01198
SubstantialContributorsSch/SubstantialContributor/PersonName0DURO-LAST ROOFING
SubstantialContributorsSch/SubstantialContributor/PersonName1TIP TOP SCREW
SubstantialContributorsSch/SubstantialContributor/PersonName2OSCODA PLASTICS
SubstantialContributorsSch/SubstantialContributor/PersonName3PLASTATECH ENGINEERING
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10525 MORLEY DRIVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine114183 FORREST
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine125585 NORTH HURON AVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine13725 MORLEY DRIVE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0SAGINAW
SubstantialContributorsSch/SubstantialContributor/USAddress/City1OSCODA
SubstantialContributorsSch/SubstantialContributor/USAddress/City2OSCODA
SubstantialContributorsSch/SubstantialContributor/USAddress/City3SAGINAW
SubstantialContributorsSch/SubstantialContributor/USAddress/State0MI
SubstantialContributorsSch/SubstantialContributor/USAddress/State1MI
SubstantialContributorsSch/SubstantialContributor/USAddress/State2MI
SubstantialContributorsSch/SubstantialContributor/USAddress/State3MI
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode048601
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode148750
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode248750
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode348601
TaxesSchedule/Taxes/Amount01079
TaxesSchedule/Taxes/Amount1194
TaxesSchedule/Taxes/Category0FEDERAL INCOME TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0300081622
ReturnHeader/Filer/Name/BusinessNameLine10JOHN R & MILDRED B BURT
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone09897536486
ReturnHeader/Filer/USAddress/AddressLine10525 MORLEY DR
ReturnHeader/Filer/USAddress/City0SAGINAW
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048601
ReturnHeader/Officer/DateSigned02015-03-21
ReturnHeader/Officer/Name0SHAWN SNY
ReturnHeader/Officer/Phone09897536486
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/Preparer/DatePrepared02012-03-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104468 OAK BRIDGE DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FLINT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0485325422
ReturnHeader/Preparer/Name0ALAN R ROHDE
ReturnHeader/Preparer/Phone08107323000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-28T10:33:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,557,443
Liabilities
$0
Net assets
$1,557,443
Revenue
-
Expenses
$69,172
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.29$0.29$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.53$0.24$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.43$0.25$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.47$0.23$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.17$0.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.32$0.22$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.40$0.17$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.47$0.15$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.39$0.14$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.45$0.14$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.34$0.12$0.22
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.07