MILTON AND SYLVIA PIERCE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MILTON AND SYLVIA PIERCE FOUNDATION (EIN 38-3515181)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349102512
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T10:48:22-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 W BIG BEAVER RD 2ND FLRAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383515181EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON & SYLVIA PIERCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILTBusinessNameControlTxt
Phone2482331310PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17031 ORCHARD LAKE RD 102AddressLine1Txt
CityWEST BLOOMFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48322ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD PIERCEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2482331310PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastPIERCEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER M AUGUST CPAPreparerPersonNm
PTINP00965597PTIN
Phone2489525000PhoneNum
Preparation2024-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,106,641FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82,024DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,008NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,008CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$132,040TotalRevAndExpnssAmt
Total Net Invst Incm$92,040TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$56InterestRevAndExpnssAmt
Interest Net Invst Incm$56InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$133,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,016ExcessRevenueOverExpensesAmt
Net Investment Income$91,984NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,023CashEOYAmt
Cash EOYFMV$1,023CashEOYFMVAmt
Other Investments BOY$550,114OtherInvestmentsBOYAmt
Other Investments EOY$548,023OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,105,618OtherInvestmentsEOYFMVAmt
Total Assets BOY$550,114TotalAssetsBOYAmt
Total Assets EOY$549,046TotalAssetsEOYAmt
Total Assets EOYFMV$2,106,641TotalAssetsEOYFMVAmt
Other Liabilities BOY$52OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$52TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$550,062RetainedEarningBOYAmt
Retained Earning EOY$549,046RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$550,062TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$549,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$550,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$549,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$550,062TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,016ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$549,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$549,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDT MIDSTREAMPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$12,099GrossSalesPriceAmt
Cost Or Other Basis$2,091CostOrOtherBasisAmt
Gain Or Loss$10,008GainOrLossAmt
Gains Minus Excess Or Losses$10,008GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,008CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,279InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,279SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,279TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,863EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,863TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$584OverpaymentAmt
Applied To ES Tax$584AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2488625938PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17031 ORCHARD LAKE RD STE 102AddressLine1Txt
CityWEST BLOOMFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48322ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID PIERCE
7031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322PRESIDENT0.50$0$0$0
RICHARD PIERCE
7031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322SECRETARY/TREASURER/DIRECTOR0.50$0$0$0
MEL RAZNICK
7031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,062,428AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,232AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,112,660TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,112,660AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,080,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,279TaxBasedOnInvestmentIncomeAmt
Total Tax$1,279TotalTaxAmt
Distributable Before Adj$102,770DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$102,770DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$102,770DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102,770DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,315ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,766ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$82,728ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,552ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,843ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$173,204TotalExcessDistributionCyovAmt
Qualifying Distributions$131,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,230RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$201,434TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,315ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$192,119ExcessDistriCyovToNextYrAmt
Excess From Year4$28,766ExcessFromYear4Amt
Excess From Year3$82,728ExcessFromYear3Amt
Excess From Year2$31,552ExcessFromYear2Amt
Excess From Year1$20,843ExcessFromYear1Amt
Excess From Current Year$28,230ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDSHIP CIRCLE
6892 WEST MAPLE RDWEST BLOOMFIELDMI48322N/A501(C)(3)TO PROMOTE AN INCLUSIVE COMMUNITY THAT VALUES ALL INDIVIDUALS REGARDLESS OF THE CHALLENGES THEY FACE$30,000
HEBREW FREE LOAN
6735 TELEGRAPH RD STE 300BLOOMFIELD HILLSMI48301N/A501(C)(3)TO PROVIDE FINANCIAL HELP TO JEWISH PEOPLE IN THE STATE OF MI THROUGH LENDING MONEY WITHOUT INTEREST$11,000
JARC
30301 NORTHWESTERN HIGHWAYFARMINGTON HILLSMI48334N/A501(C)(3)TO PROVIDE SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.$30,000
JEWISH FEDERATION
PO BOX 2030BLOOMFIELD HILLSMI48323N/A501(C)(3)TO PROVIDE HUMANITARIAN ASSISTANCE TO THOSE IN NEED$20,000
JEWISH HOSPICE
6555 W MAPLE RDWEST BLOOMFIELDMI48322N/A501(C)(3)TO PROVIDE HOSPICE CARE FOR INDIVIDUALS$20,000
TEMPLE ISRAEL
5725 WALNUT LAKE RDWEST BLOOMFIELDMI48322N/A501(C)(3)TO PROMOTE RELIGIOUS TEACHINGS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,024ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,008ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$92,040ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,040TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CONNIE R PIERCE CHARITABLE LEAD ANNUITY TRUST
17031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322$10,000Yes (X)
RICHARD R PIERCE CHARITABLE LEAD ANNUITY TRUST
27031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322$10,000Yes (X)
DOUGLAS F PIERCE CHARITABLE LEAD ANNUITY TRUST
37031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322$10,000Yes (X)
ARLENE S PIERCE CHARITABLE LEAD ANNUITY TRUST
47031 ORCHARD LAKE RD STE 102WEST BLOOMFIELDMI48322$10,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DTE ENERGY COAT COST$467,607$1,709,030
DT MIDSTREAM INCAT COST$80,416$396,588

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$6RevenueAndExpensesPerBooksAmt
Net Investment Income$6NetInvestmentIncomeAmt
Adjusted Net Income$6AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCHECKS WRITTEN IN ADVANCE OF DEPOSITS MADEDesc
BOY Book Value$52BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.