JOANNE AND JOHN CARTER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOANNE AND JOHN CARTER FAMILY FOUNDATION (EIN 13-3386282)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-22
- IRS object ID
- 202421439349101112
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-22T11:13:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 W BIG BEAVER RD 2ND FLR | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133386282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE AND JOHN CARTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 2482586783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON RD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE S CARTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2482586783 | PhoneNum |
| Signature | 2024-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOANNE | PersonFirstNm |
| Person Last | CARTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J MAYETTE CPA | PreparerPersonNm |
| PTIN | P00178326 | PTIN |
| Phone | 2489525000 | PhoneNum |
| Preparation | 2024-05-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,054,856 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,875 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,623 | CashBOYAmt |
| Cash EOY | $7,778 | CashEOYAmt |
| Cash EOYFMV | $7,778 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $776,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $811,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,046,371 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $786,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $819,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,054,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $252,538 | CapitalStockBOYAmt |
| Capital Stock EOY | $252,538 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $533,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $567,423 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $819,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $819,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $819,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $819,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2,000 SHS ALPHABET INC-CL A | PropertyDesc |
| Gross Sales Price | $210,017 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,552 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,465 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,465 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,309 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,309 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $256 | OverpaymentAmt |
| Applied To ES Tax | $256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOANNE S CARTER | IndividualWithBooksNm |
| Phone | 2482586783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON RD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOANNE S CARTER | ||||||||
| 3781 DARLINGTON ROAD SOUTH | BLOOMFIELD HILLS | MI | 48301 | PRESIDENT/CHAIRMAN | 0.00 | $0 | $0 | $0 |
| JOHN C CARTER | ||||||||
| 3781 DARLINGTON ROAD SOUTH | BLOOMFIELD HILLS | MI | 48301 | VICE CHAIRMAN/SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MEGAN E CARTER | ||||||||
| 3406 WOODSHIRE XING | MARIETTA | GA | 30066 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID J CARTER | ||||||||
| 1099 CANTERBURY STREET | BIRMINGHAM | MI | 48009 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $958,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $978,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $978,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $963,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,053 | TotalTaxAmt |
| Distributable Before Adj | $47,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $543 | ExcessFromYear3Amt |
| Excess From Year2 | $5,953 | ExcessFromYear2Amt |
| Excess From Year1 | $1,778 | ExcessFromYear1Amt |
| Excess From Current Year | $5,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNE S CARTER | ContributingManagerNm |
| Contributing Manager | JOHN C CARTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA COLLEGE | |||||||
| 614 W SUPERIOR ST | ALMA | MI | 48801 | NONE | PUBLIC CHARITY | TO PREPARE GRADUATES WHO THINK CRITICALLY, SERVE GENEROUSLY, LEAD PURPOSEFULLY, AND LIVE RESPONSIBLY | $2,000 |
| CAPUCHIN SOUP KITCHEN | |||||||
| 1820 MOUNT ELLIOTT ST | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | PROVIDE FOOD, CLOTHING, HUMAN DEVELOPMENT PROGRAMS TO THE NEEDY | $3,000 |
| DETROIT RIVERFRONT CONSERVANCY | |||||||
| 600 RENAISSANCE CENTER 1720 | DETROIT | MI | 48243 | NONE | PUBLIC CHARITY | IMPROVEMENT, OPERATION, MAINTENANCE, SECURITY, PROGRAMMING AND EXPANSION OF THE DETROIT RIVER WALK AND ASSOCIATED GREEN SPACES. | $3,000 |
| DETROIT ZOOLOGICAL SOCIETY | |||||||
| 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | NONE | PUBLIC CHARITY | TO DEMONSTRATE EXTRAORDINARY LEADERSHIP IN CONSERVATION, ANIMAL WELFARE, EDUCATION AND ENVIRONMENTAL SUSTAINABILITY | $2,500 |
| DOWNTOWN BOXING GYM | |||||||
| 6445 E VERNOR HWY | DETROIT | MI | 48201 | NONE | PUBLIC CHARITY | EMPOWER DETROIT STUDENTS THROUGH EDUCATION, ATHLETICS, MENTORSHIP AND INTERVENTION | $2,500 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | PUBLIC CHARITY | TO RELIEVE HUNGER IN THE DETROIT METROPOLITAN COMMUN | $1,000 |
| JUDSON CENTER | |||||||
| 4410 13 MILE RD | ROYAL OAK | MI | 48073 | NONE | PUBLIC CHARITY | HELP IMPROVE THE LIVES OF CHILDREN, ADULTS AND FAMILIES | $8,000 |
| NF FORWARD DETROIT FOUNDATION | |||||||
| 1074 WOODWARD AVE | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | TO FUND RESEARCH THAT WILL HELP GET CLOSER TO A CURE FOR NF | $1,000 |
| PENN STATE UNIVERSITY | |||||||
| 201 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | TO PROMOTE EDUCATION | $2,500 |
| RAINBOW CONNECTION | |||||||
| 621 W UNIVERSITY | ROCHESTER | MI | 48307 | NONE | PUBLIC CHARITY | MAKE DREAMS COME TRUE FOR MICHIGAN CHILDREN WITH LIFE THREATENING ILLNESSES AND PROVIDE SUPPORT SERVICES TO WISH FAMILIES | $2,500 |
| THE CHADTOUGH FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | NONE | PUBLIC CHARITY | FUND RESEARCH AND BRING AWARENESS TO PEDIATRIC BRAIN TUMORS | $12,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | TO BUILD MORTGAGE-FREE SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS | $1,000 |
| YMCA OF METRO DETROIT | |||||||
| 1401 BROADWAY STE 3A | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $3,250 |
| BEYOND BASICS | |||||||
| 18000 WEST NINE MILE ROAD SUITE 450 | SOUTHFIELD | MI | 48075 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE FOR THE COMING TOGETHER FOR CHILDREN GALA | $1,500 |
| UNITED WAY | |||||||
| 3011 W GRAND BLVD SUITE 500 | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT FOR THE SOUTHEASTERN COMMUNITY CAMPAIGN | $5,000 |
| WALSH COLLEGE | |||||||
| 3838 LIVERNOIS RD | TROY | MI | 48083 | NONE | PUBLIC CHARITY | TO PROVIDE STUDENTS WITH SCHOLARSHIP SUPPORT, MAKE PROGRAMMATIC IMPROVEMENTS, AND TO ENSURE THE STUDENTS SUCCEED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN C CARTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3781 DARLINGTON RD SOUTH | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,875 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 166 SHS DUKE ENERGY CORP | NoncashPropertyDesc |
| Fair Market Value | $14,875 | FairMarketValueAmt |
| Received | 2023-11-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY | $92,575 | $178,330 |
| 400 SH JOHNSON & JOHNSON | $58,789 | $62,696 |
| 500 SH PROCTOR & GAMBLE | $58,713 | $73,270 |
| 750 SH VERIZON COMMUNICATIONS | $42,045 | $28,275 |
| 300 SH VISA INC | $59,008 | $78,105 |
| 1,400 SH APPLE | $208,848 | $269,542 |
| 1,400 SH JP MORGAN CHASE | $194,226 | $238,140 |
| 600 SH PEPSICO | $82,397 | $101,904 |
| 166 SH DUKE ENERGY CORP | $14,875 | $16,109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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