Bill And Wanda Shurlow Family Foundation in Ada, Michigan (MI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Bill And Wanda Shurlow Family Foundation | |
| Employer Identification Number (EIN) | 383504642 |
| Name of Organization | Bill And Wanda Shurlow Family Foundation |
| In Care of Name | Steven J Mulder |
| Address | 3333 Egypt Valley Ave Ne, Ada, MI 49301-9535 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $188,940 |
| Amount of Income | $1,729 |
| Form 990 Revenue Amount | $91,272 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2012: $1,729 (it was $173,259 in 2011)
| This organization: | $1,729 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2012: $188,940 (it was $199,133 in 2011)
| Bill And Wanda Shurlow Family Foundation: | $188,940 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $10,196
| This organization: | $10,196 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 0.2
| Bill And Wanda Shurlow Family Foundation: | 0.2 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 99.8%
| This organization: | 99.8% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,729 | $3 | $0 | |
| Contributions, gifts, grants, etc., received | $1,726 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $1 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $10,196 | $211 | $0 | $7,745 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,471 | $211 | $20 | |
| Contributions, gifts, grants paid | $7,725 | |||
| Excess of revenue over expenses and disbursements | $-8,467 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $188,940 | $47,114 |
| Cash - non-interest-bearing | $55 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $188,285 | |
| Other | $600 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $188,940 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,000 |
| Amount to be credited to 2013 estimated tax | $1,000 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $74,815 |
| Net value of noncharitable-use assets | $74,820 |
| Minimum investment return | $3,741 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,741 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,741 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The J Ferrantino Charitable Foundation | 126 S Main St, Ann Arbor, MI 48104-1903 | MI | 2009-09 | $4,904,491 |
| 2 | Penske Foundation Inc | 2555 S Telegraph Rd, Bloomfld Hls, MI 48302-0912 | MI | 2012-03 | $2,542,129 |
| 3 | Vera And Imre Hecht Foundation Inc | PO BOX 75000, Detroit, MI 48275-7874 | MI | 1999-07 | $1,777,037 |
| 4 | Wolverine World Wide Foundation | 9341 Courtland Dr Ne, Rockford, MI 49351-0001 | MI | 2005-10 | $1,576,837 |
| 5 | The Geetha Govindaraj Foundation | 1315 Chissom Trl, Flint, MI 48532-2309 | MI | 2001-05 | $1,082,913 |
| 6 | Tyler-Little Family Foundation | 1734 Embury Rd, Kalamazoo, MI 49008-2246 | MI | 2004-11 | $524,275 |
| 7 | Joseph And Karen Krantz Family Charitable Tr, Kathy J Cozad Ttee | PO BOX 1698, Bay City, MI 48706-0698 | MI | 2011-07 | $279,275 |
| 8 | Speyer Foundation | PO BOX 75000, Detroit, MI 48275-0001 | MI | 2001-01 | $278,081 |
| 9 | Steven And Kathryn Bandstra Foundation | 800 E Ellis Road 504, Norton Shores, MI 49441-5646 | MI | 2001-03 | $263,226 |
| 10 | Michigan First Foundation Inc | 27000 Evergreen Rd, Lathrup Vlg, MI 48076-3231 | MI | 2010-11 | $220,558 |
| 11 | Arif Foundation | 2597 S Shore Dr, Flushing, MI 48433-3515 | MI | 2010-10 | $206,500 |
| 12 | The Tim Allen Foundation | 30600 Northwestern Hwy, Farmington Hills, MI 48334-3161 | MI | 1999-02 | $108,251 |
| 13 | Cms Energy Foundation | One Energy Plaza Tax Dept Ep 10 228, Jackson, MI 49201-2357 | MI | 2002-05 | $100,000 |
| 14 | Tri-Star Charitable Foundation | 1004 N Michigan Avenue, Saginaw, MI 48602-4325 | MI | 2010-04 | $82,158 |
| 15 | The Morton M Finkelstein Family Charitable Foundation, Finkelstein Morton M Ttee | 18053 N Fruitport Rd, Spring Lake, MI 49456-1573 | MI | 2001-02 | $69,435 |
| 16 | Skendzel Family Foundation, Skendzel Laurence P Ttee | 10338 S Western Hills Dr, Traverse City, MI 49684-5298 | MI | 1999-02 | $60,886 |
| 17 | Torgow Family Foundation | PO BOX 310737, Detroit, MI 48231-0737 | MI | 2001-02 | $60,000 |
| 18 | Con-Way Charitable Foundation | 2211 Old Earhart Rd Ste 100, Ann Arbor, MI 48105-2963 | MI | 2014-06 | $57,090 |
| 19 | Ruahmah J Hutchings Fund Irrv Charitable Tr | 411 N Highlander Way, Howell, MI 48843-1021 | MI | 2001-11 | $45,026 |
| 20 | Gazelle Sports Foundation | 214 S Kalamazoo Mall, Kalamazoo, MI 49007-4838 | MI | 2014-11 | $41,001 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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