Thomas And Jane Cassel Charitable Foundation Tr, Cassel Thomas R & Jane K Cassel Tte in Birmingham, 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
| Thomas And Jane Cassel Charitable Foundation Tr, Cassel Thomas R & Jane K Cassel Tte | |
| Employer Identification Number (EIN) | 206084643 |
| Name of Organization | Thomas And Jane Cassel Charitable Foundation Tr |
| Secondary Name | Cassel Thomas R & Jane K Cassel Tte |
| Address | 842 Hidden Ravines Dr, Birmingham, MI 48009-1682 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $141,382 |
| Amount of Income | $144,326 |
| Form 990 Revenue Amount | $5,851 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $25,392 | $25,392 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,453 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $16 | |||
| Other | $23,923 | |||
| Total expenses and disbursements | $6,642 | $642 | $0 | $6,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $642 | $642 | $0 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $18,750 | |||
| Net investment income | $24,750 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $141,382 | $141,382 |
| 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 | $141,382 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $141,382 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $23,923 |
| 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 | $495 |
| Total credits and payments | $7 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7 |
| 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 | $488 |
| 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 | $147,533 |
| Net value of noncharitable-use assets | $145,320 |
| Minimum investment return | $7,266 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,771 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,771 |
| 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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| Other organizations in Michigan | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Theta Xi Fraternity, 190 Kappa Sigma Chapter | 2829 Sunset Dr, Flint, MI 48503-5426 | MI | 1940-12 | $169,332 |
| 2 | Theuerkorn Foundation | 38148 Lakeshore Dr, Harrison Twp, MI 48045-2857 | MI | 1997-02 | $79,567 |
| 3 | Detroit Police Athletic League Incorporated | 111 W Willis St, Detroit, MI 48201-1809 | MI | 1997-04 | $2,431,463 |
| 4 | Think Local First | PO BOX 7961, Ann Arbor, MI 48107-7961 | MI | 2008-05 | $49,838 |
| 5 | Third Level Crisis Intervention Center Inc | 1022 E Front St, Traverse City, MI 49686-2708 | MI | 1977-01 | $335,675 |
| 6 | Thirsting To Serve Rotary District 6290 Water Project Inc | 201 E Division St Ste B # B, Sparta, MI 49345-1367 | MI | 2007-02 | $28,494 |
| 7 | Thomas & Brigitte Huff Fam Foundation | 336 S Burdick St Ste 702, Kalamazoo, MI 49007-4871 | MI | 2007-01 | $677 |
| 8 | Thomas A Mackey Charitable Foundation | 236 Cloverly Rd, Grosse Pointe, MI 48236-3317 | MI | 1998-04 | $349,511 |
| 9 | Thomas A Todd Foundation | 136 E Michigan Ave Ste 1201, Kalamazoo, MI 49007-3918 | MI | 2006-10 | $206,412 |
| 10 | Thomas And Carol Cracchiolo Foundation | 24055 Jefferson Ave Ste 200, St Clr Shores, MI 48080-1514 | MI | 1984-11 | $2,466,082 |
| 11 | Thomas And Jane Cassel Charitable Foundation Tr, Cassel Thomas R & Jane K Cassel Tte | 842 Hidden Ravines Dr, Birmingham, MI 48009-1682 | MI | $144,326 | |
| 12 | Thomas And Maria Yeager Family Foundation | 544 Ridgeway St, St Joseph, MI 49085-1033 | MI | 2009-01 | $121 |
| 13 | Thomas And Nancy Rost Foundation Ltd | 1208 Copperwood Dr, Bloomfld Hls, MI 48302-1926 | MI | 2002-07 | $6,027 |
| 14 | Thomas E Sequin Jr Family Foundation | 3375 Anna Dr, Bay City, MI 48706-2001 | MI | 1990-10 | $712,249 |
| 15 | Thomas F Franke Foundation | 410 N Eagle St, Marshall, MI 49068-1106 | MI | 2014-12 | $1 |
| 16 | Thomas Foundation | 6895 Telegraph Rd Ste 100, Bloomfld Hls, MI 48301-3185 | MI | 1985-04 | $211,673 |
| 17 | Thomas H And Nancy J Claus Charitable Foundation | 1553 Woodlawn Ave Se, East Grand Ra, MI 49506-4909 | MI | 2001-04 | $6,237 |
| 18 | Thomas Jefferson Elementary Pto | 37555 Carol Drive, Sterling Heights, MI 48310 | MI | 2004-07 | $21,203 |
| 19 | Ludington Family Foundation | 299 W Barden Rd, Sanford, MI 48657-9534 | MI | 1996-12 | $237,157 |
| 20 | Thomas M Cooley Law School Student Bar Association | 300 S Capitol Ave, Lansing, MI 48933-2002 | MI | 1998-05 | $75,257 |
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