Civic Intelligence

Saddle Foundation

990PF • Fiscal year 2019 • EIN 38-3347262

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization Profile
101 N Main Street 7th FloorAnn Arbor, MI 48104

(734) 668-7615

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

67th percentile

8.4%

Faster asset growth than 67% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,737,714

Up $601,774 (+8.4%) from 2018

Net Assets

Up

$7,737,714

Up $601,774 (+8.4%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Down

$1,344,844

Down $498,468 (-27%) from 2018

Expenses

Up

$743,070

Up $1,297 (+0.2%) from 2018

Net Income

Down

$601,774

Down $499,765 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2011: $2,535,332Liabilities 2011: $02011Assets 2012: $3,840,003Liabilities 2012: $12012Assets 2013: $4,297,074Liabilities 2013: $1Net Assets 2013: $4,297,0742013Assets 2014: $4,380,141Liabilities 2014: $1Net Assets 2014: $4,380,1412014Assets 2015: $4,575,355Liabilities 2015: $1Net Assets 2015: $4,575,3552015Assets 2016: $5,105,269Liabilities 2016: $0Net Assets 2016: $5,105,2692016Assets 2017: $6,034,401Liabilities 2017: $0Net Assets 2017: $6,034,4012017Assets 2018: $7,135,940Liabilities 2018: $0Net Assets 2018: $7,135,9402018Assets 2019: $7,737,714Liabilities 2019: $1Net Assets 2019: $7,737,7142019Assets 2020: $8,133,711Liabilities 2020: $1Net Assets 2020: $8,133,7112020Assets 2021: $8,597,066Liabilities 2021: $1Net Assets 2021: $8,597,0662021Assets 2022: $9,429,742Liabilities 2022: $1Net Assets 2022: $9,429,7422022Assets 2023: $9,084,764Liabilities 2023: $1Net Assets 2023: $9,084,7642023Assets 2024: $9,929,842Liabilities 2024: $0Net Assets 2024: $9,929,8422024

Highlighted filing

2019

Assets$7,737,714
Liabilities$1
Net Assets$7,737,714
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $340,300Expenses 2011: $637,807Net Income 2011: -$297,5072011Revenue 2012: $1,964,214Expenses 2012: $659,543Net Income 2012: $1,304,6712012Revenue 2013: $1,152,992Expenses 2013: $722,369Net Income 2013: $430,6232013Revenue 2014: $2,359,808Expenses 2014: $2,276,741Net Income 2014: $83,0672014Revenue 2015: $930,255Expenses 2015: $708,440Net Income 2015: $221,8152015Revenue 2016: $1,283,103Expenses 2016: $748,901Net Income 2016: $534,2022016Revenue 2017: $1,864,794Expenses 2017: $935,662Net Income 2017: $929,1322017Revenue 2018: $1,843,312Expenses 2018: $741,773Net Income 2018: $1,101,5392018Revenue 2019: $1,344,844Expenses 2019: $743,070Net Income 2019: $601,7742019Revenue 2020: $1,375,304Expenses 2020: $979,307Net Income 2020: $395,9972020Revenue 2021: $1,588,171Expenses 2021: $1,124,816Net Income 2021: $463,3552021Revenue 2022: $2,099,747Expenses 2022: $1,267,071Net Income 2022: $832,6762022Revenue 2023: $1,716,847Expenses 2023: $2,061,825Net Income 2023: -$344,9782023Revenue 2024: $2,487,912Expenses 2024: $1,642,834Net Income 2024: $845,0782024

Highlighted filing

2019

Revenue$1,344,844
Expenses$743,070
Net Income$601,774
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN W HOLMESDirector/Pres/Secy/Treas-$0--
HOWARD HOWDY S HOLMESDirector/Vice-Pres-$0--
HOWARD S HOLMES IIDirector/Vice-Pres-$0--
Filing and Contact Details

Filer

Filer Name
Saddle Foundation
EIN
38-3347262
Phone
7346687615
Address
101 N MAIN STREET 7TH FLOOR, ANN ARBOR, MI 48104

Signing Officer

Name
Kathryn W Holmes
Title
President
Phone
7346632445
Signed
2020-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Miller Canfield Paddock & Stone Plc
Address
840 W LONG LAKE RD STE 150, TROY, MI 48098-6358
Preparer
Stacey L Deangelis
Phone
2488792000
Raw XML AppendixShowing 400 of 626 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt048417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt437700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt632967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt723387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1312361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14139687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15103110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1626600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1728900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1864200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2040331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21152597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22176333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2332335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24108780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2539627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2648133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2743895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2836096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29100191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3077776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32114404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3369803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3494794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35873720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3676302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37139473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3828106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3960270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40446347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41204487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4219656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43170541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441504386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4524756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4685610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47114973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48621959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4980092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5042351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5197538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52104868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53104918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5461543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55120184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56176369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57105527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58295849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59283199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0716672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1246615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2227950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3488460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4200880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5165849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6875220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7820020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8405340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9390800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10245600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11179616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12705680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13345800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14788500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15195900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16874300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17734900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18289260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19446000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20602550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21697000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22452970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23268080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24211400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2560259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2670799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2774793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2861689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29153907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30352200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31139425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32366680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33189480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34228840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35901289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3664887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37174068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38276750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39550200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40415747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41259584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42125518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43198560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442053870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45128380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46142905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47152106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48809769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4984138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50194213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51112320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52118254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53120409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54132133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55244643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56286974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57215602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58308760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59313094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ZIMMER BIOMET HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KELLOGG COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TEXTRON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BANK OF NEW YORK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTL BUS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WEYERHAUSER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CAPITAL WORLD GROWTH & INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EUROPACIFIC GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FUNDAMENTAL INVS INC, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GROWTH FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NEW PERSPECTIVE FUND, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INGREDION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SECTOR SPDR TR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VANGUARD CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VANGUARD FINANCIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FRANKLIN INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TEMPLETON GLOBAL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EATON VANCE TAX MANAGED BUY WRITE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TEMPLETON GLOBAL BALANCED FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK ENHANCED EQUITY DIVIDEND TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HSBC HOLDINGS PLC - SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43BLACKROCK ENHANCED CAPITAL AND INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MFS SER TR I TECHNOLOGY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MFS GROWTH CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NEW ECONOMY FUND, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BLACKROCK HEALTH SCIENCES OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FRANKLIN FINANCIAL SVCS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FIDELITY HEALTHCARE CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FIDELITY SER VII FINL SVCS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMER BALANCED FD CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FIDELITY ADVISOR SER CONSUMER DIS CLS A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0528706
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0654243
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0779
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01183728
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01183728
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0654243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0685000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0685000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0161116
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0528706
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0528706
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0601774
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01017870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0779
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0779
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011838
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt011839
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt023677
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0654243
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01171843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0696848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0743070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01183728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01344844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011885
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0363627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0543236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1111007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0543236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1111007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0906863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0THRU WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0654243
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0601774
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07737714
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07135940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07737714
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0967119
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0967119
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0967119
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0990556
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023437
IRS990PF/DistributableAmountGrp/TotalTaxAmt023437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034120
IRS990PF/FMVAssetsEOYAmt021745398
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07992
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06706824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07649923
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021657607
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07135940
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07737714
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0429060
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt079799
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt079799
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07135940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07737714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021745398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07135940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07737714
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07135940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07737714
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020112802
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019971463
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0301692
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0990556
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019811110
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020112802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHRYN W HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD HOWDY S HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOWARD S HOLMES II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRES/SECY/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VICE-PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/VICE-PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 N MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 N MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 N MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01506516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01518234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0710645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0899377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0731229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0679839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02227328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.178009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019811110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017797735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016584887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013696842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012436073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012512475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0696848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.380221
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0696848
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0696848
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0696848
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ERIK H SERR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 N MAIN ST 7TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07346687615
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,737,714
Liabilities
$1
Net assets
$7,737,714
Revenue
$1,344,844
Expenses
$743,070
Net income
$601,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$2.49$1.64$0.85
2023Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$1.72$2.06$0.34
2022Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$2.10$1.27$0.83
2021Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$1.59$1.12$0.46
2020Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$1.38$0.98$0.40
2019Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$1.34$0.74$0.60
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.84$0.74$1.10
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$1.86$0.94$0.93
2016Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$1.28$0.75$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.93$0.71$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$2.36$2.28$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.15$0.72$0.43
2012Summary only. Only limited summary data is available for this year.$3.84$0.00$1.96$0.66$1.30
2011Summary only. Only limited summary data is available for this year.$2.54$0.00$0.34$0.64$0.30