Roger S Phelps Scholarship

990PF • Fiscal year 2011 • EIN 94-6087426

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 29, 2012

Organization Profile

PO Box 7500048275-3302

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$260,894

Flat from 2011

Net Assets

$260,894

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$18,812

Flat from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2011

Assets$260,894

Liabilities$0

Net Assets$260,894

Open 2011 Filing

Operations Trend

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

Highlighted filing

2011

Revenue-

Expenses$18,812

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Oct 29, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
COMERICA BANK	Trustee	-	$4,802	-	$4,802

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SAN LORENZO VALLEY HIGH SCHOOL	EDUCATION	NONE	FELTON, CA, US	$8,800
Paid Grant	ANTIOCH HIGH SCHOOL	EDUCATION	NONE	ANTIOCH, CA, US	$4,300

Filing and Contact Details

Filer

EIN: 94-6087426

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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	258157
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	258489
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	239743
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	293806
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	344622
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	327850
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	62
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	13790
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	12878
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	12900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	15431
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	15900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	15821
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.250544
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	13728
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	13790
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	62
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	13790
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	COMERICA BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8774051091
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	101 NORTH MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	ANN ARBOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	48104
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	false
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	true
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	4300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	8800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	ANTIOCH HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	SAN LORENZO VALLEY HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	ATTN JEANNE MARTINEZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	1	C/O JANE LANGDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	700 WEST 18TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	7105 HIGHWAY 9
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	ANTIOCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	FELTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	94509
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	95018
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	13100
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	12846
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	2
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	12846
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	942
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	942
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	13790
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	942
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	942
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	2
OtherIncreasesSchedule/OtherIncreases/Amount	0	1555
OtherIncreasesSchedule/OtherIncreases/Description	0	DIFFERENCE BETWEEN TAXABLE INCOME AND ACCOUNTING INCOME
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	946087426
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROGER S PHELPS SCHOLARSHIP
ReturnHeader/Filer/NameControl	0	PHEL
ReturnHeader/Filer/Phone	0	7349302405
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 75000
ReturnHeader/Filer/USAddress/City	0	DETROIT
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	482753302
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-10-29
ReturnHeader/Officer/Name	0	JACKIE SPARKS WALKER
ReturnHeader/Officer/Phone	0	7349302405
ReturnHeader/Officer/Title	0	VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared	0	2012-10-29
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	THOMSON REUTERS TAX & ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	6135 TRUST DRIVE SUITE 118
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	HOLLAND

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: $260,894
Liabilities: $0
Net assets: $260,894
Revenue: -
Expenses: $18,812
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.13	$0.00	$2.13	$0.14	$0.21	$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.21	$0.00	$2.21	$0.11	$0.21	$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.31	$0.00	$2.31	$0.10	$0.20	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$2.41	$0.00	$2.41	$0.21	$0.19	$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.39	$0.00	$2.39	$0.09	$0.18	$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.40	$0.00	$2.40	$0.13	$0.19	$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.51	$0.00	$2.51	$0.55	$0.18	$0.37
2017Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.12	$0.17	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.08	$0.17	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.05	$0.17	$0.12
2013Detailed filing. Detailed filing data is available for this year.	$2.40	$0.00	$2.40	$0.08	$0.19	$0.11
2012Detailed filing. Detailed filing data is available for this year.	$2.51	$0.00	$2.51		$0.19
2011Detailed filing. Detailed filing data is available for this year.	$2.61	$0.00	$2.61		$0.19
2011Summary only. Only limited summary data is available for this year.	$2.61	$0.00		$0.12	$0.19	$0.07