Mathilda Gunnard & Victor Peterson Trust Fund For Swedish Evangelical in Detroit, 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
| Mathilda Gunnard & Victor Peterson Trust Fund For Swedish Evangelical | |
| Employer Identification Number (EIN) | 066200793 |
| Name of Organization | Mathilda Gunnard & Victor Peterson Trust Fund For Swedish Evangelical |
| In Care of Name | Fleet Natl Tax Ttee |
| Address | PO BOX 75000, Detroit, MI 48275-7874 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $573,111 |
| Amount of Income | $93,666 |
| Form 990 Revenue Amount | $29,049 |
Non-representatives - add comments:
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 | $24,021 | $24,021 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12 | |||
| Dividends and interest from securities | $16,744 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,265 | |||
| Total expenses and disbursements | $38,116 | $8,338 | $0 | $29,311 |
| Compensation of officers, directors, trustees, etc. | $3,839 | |||
| Total operating and administrative expenses | $9,789 | $8,338 | $984 | |
| Contributions, gifts, grants paid | $28,327 | |||
| Excess of revenue over expenses and disbursements | $-14,095 | |||
| Net investment income | $15,683 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $581,333 | $602,959 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $308,189 | |
| Investments-corporate bonds | $269,375 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,769 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $581,333 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,265 |
| 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 | $157 |
| Total credits and payments | $202 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $202 |
| 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 | $45 |
| Amount to be credited to 2013 estimated tax | $45 |
| 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? | Yes |
| 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 | $593,477 |
| Net value of noncharitable-use assets | $584,580 |
| Minimum investment return | $29,229 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,072 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,072 |
| 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 | Melvindale Lodge No 1911 Loyal Order Of Moose, 1911 | 18931 Allen Rd, Melvindale, MI 48122-1566 | MI | 1935-08 | $55,720 |
| 2 | Melvindale Touchdown Club Inc | 21337 Mill Creek Dr, Brownstwn Twp, MI 48183-5940 | MI | 2006-06 | $426 |
| 3 | Melvyn Maxwell And Sara Smith Foundation | 32710 Franklin Rd, Franklin, MI 48025-1136 | MI | 1997-03 | $100,816 |
| 4 | Members For The Manual Inc | 5511 W River Rd, Glen Arbor, MI 49636-9702 | MI | 1994-10 | $681 |
| 5 | Members Of The Tribe | 1331 Mackinaw Ave Apt 102, Cheboygan, MI 49721-1050 | MI | 1997-08 | $23,828 |
| 6 | Memorial Diagnostic Inc | 826 W King St, Owosso, MI 48867-2120 | MI | 2007-11 | $901,341 |
| 7 | Memorial Nature Preserve | 124 W Allegan St Ste 1000, Lansing, MI 48933-1716 | MI | 1979-10 | $67,689 |
| 8 | Memorial Nursery Inc | 36 Lake Shore Drive, Grosse Pointe Farms, MI 48230 | MI | 2013-03 | $0 |
| 9 | Magyar Barati Kozosseg | 5215 Applewood Dr, Ypsilanti, MI 48197-8351 | MI | 1979-12 | $34,891 |
| 10 | Makulinski Family Foundation | 6218 Clover Ln, Lambertville, MI 48144-9402 | MI | 1997-01 | $486,480 |
| 11 | Mathilda Gunnard & Victor Peterson Trust Fund For Swedish Evangelical | PO BOX 75000, Detroit, MI 48275-7874 | MI | 1976-09 | $93,666 |
| 12 | Mardi Gras Fund | 515 W Washington St, Ann Arbor, MI 48103-4231 | MI | 1996-05 | $173,144 |
| 13 | Marketing Research Association Inc, Great Lakes | 2995 Southfield Rd, Southfield, MI 48076 | MI | 1980-09 | $38,413 |
| 14 | Michiana Womens Club, Megan Hickey | 8508 Hummingbird, Commerce Twp, MI 48382-2281 | MI | 1951-10 | $54,293 |
| 15 | Midwest Bisexual Lesbian Gay Transgender Ally College Conference, Mblgtacc | 2801 Chatham Rd, Lansing, MI 48910 | MI | 2009-01 | $175,690 |
| 16 | Midwest Aquatic Plant Management Society Inc | 1811 4 Mile Rd Ne, Grand Rapids, MI 49525-2442 | MI | 2012-05 | $72,049 |
| 17 | Midwest Propane Gas Association Inc | 1000 W St Joe St Ste 200, Lansing, MI 48915-2552 | MI | 1999-08 | $132,501 |
| 18 | Men Of Color Motivational Group Inc Detroit | 21543 Grand River Ave, Detroit, MI 48219-3218 | MI | 1999-06 | $707,285 |
| 19 | Men Of The Sacred Hearts | 6200 Chicago Road No B, Warren, MI 48092-1682 | MI | 2006-12 | $145,979 |
| 20 | Men Who Dare Inc | 613 Abbott St, Detroit, MI 48226-1348 | MI | 1966-12 | $55,567 |
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