DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION (EIN 38-3312705)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-02
- IRS object ID
- 202320929349100207
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-02T18:34:51-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 753148637 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHLAUPITZ MADHAVAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 KIRTS BLVD SUITE 100 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383312705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS J & DONALD L DUCHENE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O S GARY SPICER SR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 3138849700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 KERCHEVAL AVENUE SUITE 5 | AddressLine1Txt |
| City | GROSSE POINTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S GARY SPICER SR | PersonNm |
| Person Title | PRESIDENT, SECRETARY | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2023-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | S GARY | PersonFirstNm |
| Person Last | SPICER SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KUDLA | PreparerPersonNm |
| PTIN | P01546972 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2023-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $5,710,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,533,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,536 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $499,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $148,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,449 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,449 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,653 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,776 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,888 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,888 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $315,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $443,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $352,701 | CashBOYAmt |
| Cash EOY | $390,027 | CashEOYAmt |
| Cash EOYFMV | $390,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,922 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $324,111 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $323,239 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,933,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,627,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,508,736 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $399,338 | CorporateBondsBOYAmt |
| Total Assets BOY | $3,717,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,830,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,710,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $540,077 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,077 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,177,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,290,666 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,717,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,830,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,717,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,830,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,717,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,621 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,834,272 | SubtotalAmt |
| Other Decreases | $3,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,830,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - MERRILL LYNCH 9328 | P | $719,835 | $333,997 | $385,838 | $385,838 | ||
| JP MORGAN CHASE | P | $49,288 | $53,613 | -$4,325 | -$4,325 | 2020-02-19 | 2022-03-29 |
| CAPITAL ONE FINANCE | P | $48,743 | $51,265 | -$2,522 | -$2,522 | 2019-07-22 | 2022-05-04 |
| DUKE ENERGY CORP | P | $46,807 | $51,880 | -$5,073 | -$5,073 | 2019-07-22 | 2022-05-04 |
| GOLDMAN SACHS | P | $47,555 | $52,053 | -$4,498 | -$4,498 | 2019-12-17 | 2022-05-04 |
| MARRIOTT INTERNATIONAL | P | $49,641 | $55,039 | -$5,398 | -$5,398 | 2019-07-22 | 2022-05-04 |
| VERIZON COMMUNICATIONS | P | $14,285 | $17,100 | -$2,815 | -$2,815 | 2021-03-05 | 2022-05-04 |
| ALLY FINANCIAL | P | $20,997 | $26,424 | -$5,427 | -$5,427 | 2021-08-12 | 2022-05-04 |
| JP MORGAN CHASE | P | $21,983 | $25,593 | -$3,610 | -$3,610 | 2021-08-12 | 2022-05-04 |
| JP MORGAN CHASE | P | $49,985 | $53,600 | -$3,615 | -$3,615 | 2019-07-22 | 2022-07-27 |
| TRUST FINANCIAL | P | $24,543 | $29,100 | -$4,557 | -$4,557 | 2021-08-12 | 2022-07-27 |
| SEE ATTACHED - LEGACY 4243 | P | $439,939 | $393,401 | $46,538 | $46,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,536 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $418,782 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,159 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,159 | SubtotalAmt |
| Tax Based On Investment Income | $6,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,841 | OverpaymentAmt |
| Applied To ES Tax | $2,841 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | S GARY SPICER SR | IndividualWithBooksNm |
| Phone | 3138849700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 KERCHEVAL SUITE 5 | AddressLine1Txt |
| City | GROSSE POINTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| S GARY SPICER SR | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | PRESIDENT, S | 40.00 | $170,000 | $0 | $0 |
| BARBARA DUCHENE | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | VICE PRESIDE | 0.50 | $12,000 | $0 | $0 |
| ALAN TRAMMELL | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | FORMER | 1.00 | $6,000 | $0 | $0 |
| DAVID WIND | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | TREASURER | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,289,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,734,114 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,734,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,648,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,159 | TotalTaxAmt |
| Distributable Before Adj | $276,246 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $276,246 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $276,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $315,852 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $315,852 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,246 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $957,940 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,323,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $780,661 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $633,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $803,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,499,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $315,852 | QualifyingDistributionsAmt |
| Applied To Current Year | $276,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,538,954 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $957,940 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,581,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,323,364 | ExcessFromYear4Amt |
| Excess From Year3 | $780,661 | ExcessFromYear3Amt |
| Excess From Year2 | $633,550 | ExcessFromYear2Amt |
| Excess From Year1 | $803,833 | ExcessFromYear1Amt |
| Excess From Current Year | $39,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AUSTIN HIGH SCHOOL | |||||
| 24125 26 MILE ROAD | RAY | MI | 48096 | GENERAL SUPPORT | $1,000 |
| BEYOND BASICS | |||||
| 18000 W NINE MILE ROAD | SOUTHFIELD | MI | 48075 | GENERAL SUPPORT | $1,500 |
| CATHOLIC HIGH SCHOOL LEAGUE | |||||
| 12 STATE STREET | DETROIT | MI | 48226 | GENERAL SUPPORT | $27,000 |
| CHERRYLAND HUMANE SOCIETY | |||||
| 1750 AHLBERG RD | TRAVERSE CITY | MI | 49696 | GENERAL SUPPORT | $5,000 |
| CHILD & FAMILY SERVICE PETE'S PLACE | |||||
| 2943 N KEYSTONE RD | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $5,000 |
| DE LA SALLE COLLEGIATE HIGH SCHOOL | |||||
| 14600 COMMON RD | WARREN | MI | 48088 | GENERAL SUPPORT | $2,500 |
| DETROIT ATHLETIC CLUB | |||||
| 241 MADISON AVENUE | DETROIT | MI | 48226 | BOXING EVENT | $4,000 |
| FATHER FRED FOUNDATION | |||||
| 826 HASTINGS | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $2,000 |
| GRAND TRAVERSE REGIONAL LAND CONS | |||||
| 3860 N LONG LAKE RD STE D | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $5,000 |
| MADONNA UNIVERSITY | |||||
| 36600 SCHOOLCRAFT RD | LIVONIA | MI | 48150 | GENERAL SUPPORT | $5,000 |
| MARIAN HIGH SCHOOL | |||||
| 7225 LAHSER RD | BLOOMFIELD HILLS | MI | 48301 | GENERAL SUPPORT | $10,000 |
| MERCY HIGH SCHOOL | |||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | GENERAL SUPPORT | $5,000 |
| MUNSON HEALTHCARE REGIONAL FDTN | |||||
| 1105 6TH STREET | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $5,000 |
| OAKLAND UNIVERSITY | |||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | GENERAL SUPPORT | $2,000 |
| REGINA HIGH SCHOOL | |||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | GENERAL SUPPORT | $10,000 |
| SAY DETROIT | |||||
| 29836 TELEGRAPH RD | SOUTHFIELD | MI | 48034 | GENERAL SUPPORT | $5,000 |
| ST JOAN OF ARC CATHOLIC SCHOOL | |||||
| 22415 OVERLAKE ST | ST CLAIR SHORES | MI | 48080 | GENERAL SUPPORT | $2,500 |
| THE HELM - MEALS ON WHEELS | |||||
| 158 RIDGE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $6,000 |
| UNIVERSITY OF DETROIT JESUIT | |||||
| 8400 N CAMBRIDGE AVE | DETROIT | MI | 48221 | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF DETROIT MERCY | |||||
| 4001 W MCNICHOLS | DETROIT | MI | 48221 | GENERAL SUPPORT | $2,500 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | FOOTBALL | $5,000 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | MEN'S & WOMEN'S GOLF | $5,000 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | MEN'S & WOMEN'S SWIMMING | $5,000 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | MEN'S TENNIS | $2,500 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | VOLLEYBALL | $5,000 |
| WAYNE STATE UNIVERSITY | |||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | WOMEN'S TENNIS | $2,500 |
| WAYNESBURG UNIVERSITY | |||||
| 51 W COLLEGE STREET | WAYNSEBURG | PA | 15370 | GENERAL SUPPORT | $2,500 |
| WESTERN MICHIGAN UNIVERSITY | |||||
| 1903 WESTERN MICHIGAN AVE | KALAMAZOO | MI | 49008 | GENERAL SUPPORT | $2,000 |
| WOMEN'S RESOURCE CENTER | |||||
| 720 S ELMWOOD | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $390,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $499,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,403 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,700 | Amt |
| Net Investment Income | $5,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH | $1,505,933 | $3,182,788 |
| MORGAN STANLEY | $304,057 | $452,800 |
| LEGACY | $817,693 | $873,148 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $324,111 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $323,239 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $3,449 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,449 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE TO NET ASSETS | Desc |
| Amt | $3,529 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SHIPPING & STORAGE | $109 | $54 | $55 |
| INVESTMENT MGT FEE - WELLS FA | $5,416 | $5,416 | |
| OFFICE SUPPLIES | $179 | $89 | $90 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSE FEES | $20 | $20 |
| EXCISE TAX - 2021 | $1,633 | |
| EXCISE TAX - 2022 | $9,000 |
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