Sally Susan Robertson Memorial Fund in Oxford, 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
| Sally Susan Robertson Memorial Fund | |
| Employer Identification Number (EIN) | 270627748 |
| Name of Organization | Sally Susan Robertson Memorial Fund |
| Address | 1755 Metamora Rd, Oxford, MI 48371-2417 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2010 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $11 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $200 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2012: $1 (it was $200 in 2011)
| This organization: | $1 |
| Other organizations performing similar types of work: | $41,680 |
Assets in 2012: $11 (it was $31 in 2011)
| This organization: | $11 |
| Other organizations performing similar types of work: | $65,579 |
Expenses in 2012: $20
| This organization: | $20 |
| Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2012: 0.1
| This organization: | 0.1 |
| Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 9.0% |
| 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 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1 | |||
| Total expenses and disbursements | $20 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $20 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-20 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11 | $0 |
| Cash - non-interest-bearing | $11 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $11 | |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
| 2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
| 3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
| 4 | Ruth Mott Foundation | 111 E Court St Ste 3c, Flint, MI 48502-1649 | MI | 1989-10 | $74,166,232 |
| 5 | Michigan Education Excellence Foundation | PO BOX 10030, Lansing, MI 48901-0030 | MI | 2011-10 | $13,431,526 |
| 6 | Operation Graduation | 15000 Trojan St, Detroit, MI 48235-1680 | MI | 2014-10 | $2,707,919 |
| 7 | Robert M Morand Scholarship Fund | 39221 Woodward Ave, Bloomfld Hls, MI 48304-5162 | MI | 2015-01 | $1,065,716 |
| 8 | The@imagine Fund | 222 N Chestnut, Lansing, MI 48933-1077 | MI | 2008-02 | $1,064,468 |
| 9 | Kid Rock Foundation | PO BOX 1230, Clarkston, MI 48347-1230 | MI | 2009-05 | $804,726 |
| 10 | William Clay Ford Jr Scholarship Fund | 1901 Saint Antoine St Fl 6 # Ford, Detroit, MI 48226-2310 | MI | 2005-03 | $777,131 |
| 11 | Society Of The Trinitarian Family | 3650 Knoll Creek Ct, Ann Arbor, MI 48105-9307 | MI | 2012-06 | $749,695 |
| 12 | Hebert Memorial Scholarship Fund, Gardey Kim Ttee | 100 Harrow Lane, Saginaw, MI 48638-6095 | MI | 2011-03 | $691,858 |
| 13 | The Detroit Athletic Club Foundation | 241 Madison St, Detroit, MI 48226-2126 | MI | 1999-10 | $681,658 |
| 14 | Student Free Press Association | 4771 Mechanic Rd, Hillsdale, MI 49242-9465 | MI | 2011-03 | $430,892 |
| 15 | Thompson Foundation | PO BOX 6349, Plymouth, MI 48170-0353 | MI | 1999-05 | $409,287 |
| 16 | Leonard C & Ethel H Hoffman Scholarship Tr Uw | PO BOX 3636, Grand Rapids, MI 49501-3636 | MI | 2009-01 | $334,675 |
| 17 | Butternut School Scholarship Program | 6790 Co 426 M 5 Rd, Wells, MI 49894 | MI | 2010-09 | $273,240 |
| 18 | Willoughby Rotary Foundation | PO BOX 701, Frankfort, MI 49635-0701 | MI | 1986-11 | $253,369 |
| 19 | Rr Foundation | 3734 Heron Ridge Dr, Rochester Hls, MI 48309-4521 | MI | 2012-08 | $250,000 |
| 20 | Lansing Promise | Po Box 12177, Lansing, MI 48901 | MI | 2012-09 | $240,803 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 23,481 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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