Nancy M Wallio Rvoc Tr Agreement 9-3-1999, Jeffry B Grupp Ttee in Whitmore Lake, 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
- Other organizations in Michigan
| Nancy M Wallio Rvoc Tr Agreement 9-3-1999, Jeffry B Grupp Ttee | |
| Employer Identification Number (EIN) | 266693517 |
| Name of Organization | Nancy M Wallio Rvoc Tr Agreement 9-3-1999 |
| Secondary Name | Jeffry B Grupp Ttee |
| Address | 8573 Merrill Rd, Whitmore Lake, MI 48189-9607 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $24,215 |
| Amount of Income | $13 |
| Form 990 Revenue Amount | $55,288 |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $55,288 | $2,525 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,934 | |||
| Dividends and interest from securities | $591 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $52,763 | |||
| Total expenses and disbursements | $811,727 | $150 | $0 | $780,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $31,727 | $150 | $0 | |
| Contributions, gifts, grants paid | $780,000 | |||
| Excess of revenue over expenses and disbursements | $-756,439 | |||
| Net investment income | $2,375 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $199,188 | $199,188 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $199,188 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $199,188 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $52,763 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $24 |
| Total credits and payments | $24 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $24 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $673,782 |
| Net value of noncharitable-use assets | $663,680 |
| Minimum investment return | $33,184 |
| Distributable Amount (for 2011) | |
| Distributable amount | $33,160 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $33,160 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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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| Other organizations in Michigan | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Knights Of Columbus | Po Box 3159, Montrose, MI 48457 | MI | 1940-10 | $58,964 |
| 2 | Knights Of Columbus | 7080 Garling Drive, Dearborn Heights, MI 48127 | MI | 1940-10 | $1,900 |
| 3 | Mackinac Island Convention And Visitors Bureau | PO BOX 1821, Mackinac Is, MI 49757-1821 | MI | 2012-05 | $1,030,243 |
| 4 | Marcellus Education Association | 303 West Arbor Street, Marcellus, MI 49067 | MI | 1976-12 | $41,033 |
| 5 | Michigan 1st | 3141 Bathurst Ave, Rochester Hills, MI 48309 | MI | 2011-12 | $21,015 |
| 6 | Michigan Soccer Association | 867 South Blvd E, Pontiac, MI 48341-3135 | MI | 2012-10 | $118,653 |
| 7 | Michigan State Medical Society | 3257 Davison Road, Lapeer, MI 48446 | MI | 1985-04 | $1,690 |
| 8 | Michigan Vascular Association | 39824 Southpointe Ave, Harrison Twp, MI 48045-1649 | MI | 2011-11 | $2,720 |
| 9 | Mis Business Leadership Council | PO BOX 1064, Jackson, MI 49204-1064 | MI | 2011-12 | $7,000 |
| 10 | Mtm Retiree Health Care Plan & Trust | PO BOX 75000, Detroit, MI 48275-3462 | MI | 2011-11 | $887,630 |
| 11 | Nancy M Wallio Rvoc Tr Agreement 9-3-1999, Jeffry B Grupp Ttee | 8573 Merrill Rd, Whitmore Lake, MI 48189-9607 | MI | $13 | |
| 12 | National Active And Retired Federal Employees Association, No | 6482 Marble 2325 Ln, Gladstone, MI 49837 | MI | 1963-10 | $573 |
| 13 | National Council Of The United States Society Of St Vincet De Pau, Roscommon Thrift Store | PO BOX 37, Roscommon, MI 48653-0037 | MI | 2007-02 | $227,874 |
| 14 | National Exchange Club, 1634 Marquette Mi | 221 Timber Ln, Marquette, MI 49855-9359 | MI | 1950-09 | $172,804 |
| 15 | National Sales Network-Detroit Chapter Inc | 440 Burroughs St, Detroit, MI 48202-3429 | MI | 2011-07 | $11,710 |
| 16 | National Society Of The Daughters Of The American Revolution, Lucy Wolcott Barnum Dar | PO BOX 887, Adrian, MI 49221-0887 | MI | 1949-07 | $147,351 |
| 17 | Navy League Of The United States | 2145 Chrystal Ridge Dr, Traverse City, MI 49686 | MI | 1990-11 | $110 |
| 18 | Orion Area Chamber Of Commerce | 46 W Shadbolt Suite B, Lake Orion, MI 48362-3170 | MI | 2012-03 | $51,051 |
| 19 | Pine Lake Beach Association Inc | Po Box 252931, West Bloomfield, MI 48325 | MI | 2013-02 | $45,745 |
| 20 | Pontiac Downtown Business Association | 106 N Saginaw St, Pontiac, MI 48342-2112 | MI | 2012-08 | $99,344 |
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