DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION (EIN 38-3312705)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-28
- IRS object ID
- 202230879349100863
- Schema version
- 2021v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-28T15:11:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2022-03-22 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KUDLA | PreparerPersonNm |
| PTIN | P01546972 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2022-03-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,371,598 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,061 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,061 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $593,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,804,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $593,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $813,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $713,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $313,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $249,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,525 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,477 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,477 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,483 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,483 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $399,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $297,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $806,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $806,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,205,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,103,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$392,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $621,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $750,100 | CashBOYAmt |
| Cash EOY | $352,701 | CashEOYAmt |
| Cash EOYFMV | $352,701 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,056 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,005,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,933,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,581,744 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $320,030 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,338 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $405,097 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,108,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,717,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,371,598 | 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 | $3,568,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,177,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,108,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,717,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,108,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,717,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,108,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$392,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,567 | OtherIncreasesAmt |
| Subtotal | $3,717,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,717,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - MERRILL LYNCH 9328 | P | $1,209,803 | $602,790 | $607,013 | $607,013 |
| SEE ATTACHED - MORGAN STANLEY 4-267 | P | $224,235 | $238,232 | -$13,997 | -$13,997 |
| SEE ATTACHED - WELLS FARGO 4243 | P | $370,032 | $370,005 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $593,043 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $593,043 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,633 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,633 | SubtotalAmt |
| Tax Based On Investment Income | $8,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,633 | TaxDueAmt |
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 | 40.00 | $280,000 | $0 | $0 |
| BARBARA DUCHENE | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | SECRETARY | 0.50 | $12,000 | $0 | $0 |
| ALAN TRAMMELL | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | TREASURER | 1.00 | $4,000 | $0 | $0 |
| DAVID WIND | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | FORMER | 1.00 | $17,000 | $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 | $5,924,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,251,744 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,251,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,157,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $307,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $307,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,633 | TotalTaxAmt |
| Distributable Before Adj | $299,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $299,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $299,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,103,098 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,103,098 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $895,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $957,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,323,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $780,661 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $633,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,591,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,103,098 | QualifyingDistributionsAmt |
| Applied To Current Year | $299,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $803,833 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,394,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $895,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,499,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $957,940 | ExcessFromYear4Amt |
| Excess From Year3 | $1,323,364 | ExcessFromYear3Amt |
| Excess From Year2 | $780,661 | ExcessFromYear2Amt |
| Excess From Year1 | $633,550 | ExcessFromYear1Amt |
| Excess From Current Year | $803,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| AUSTIN HIGH SCHOOL | ||||||
| 24125 26 MILE ROAD | RAY | MI | 48096 | GENERAL SUPPORT | $1,000 | |
| BELLE ISLE CONSERVANCY | ||||||
| 4 INSELRUHE AVE | DETROIT | MI | 48207 | GENERAL SUPPORT | $5,000 | |
| BEYOND BASICS | ||||||
| 18000 W NINE MILE ROAD | SOUTHFIELD | MI | 48075 | GENERAL SUPPORT | $2,500 | |
| BING YOUTH INSTITUTE | ||||||
| 151 W JEFFERSON AVE 442 | DETROIT | MI | 48226 | GENERAL SUPPORT | $1,250 | |
| BROTHER RICE HIGH SCHOOL | ||||||
| 7101 LAHSER ROAD | BLOOMFIELD HILLS | MI | 48301 | GENERAL SUPPORT | $10,000 | |
| BROTHER RICE HIGH SCHOOL | ||||||
| 7101 LAHSER ROAD | BLOOMFIELD HILLS | MI | 48301 | SCHOLARSHIPS | $20,000 | |
| CATHOLIC HIGH SCHOOL LEAGUE | ||||||
| 12 STATE STREET | DETROIT | MI | 48226 | GENERAL SUPPORT | $27,000 | |
| CHARLES H WRIGHT MUSEUM | ||||||
| 315 EAST WARREN AVENUE | DETROIT | MI | 48201 | GENERAL SUPPORT | $5,000 | OF AFRICAN AMERICAN HISTORY |
| CHERRYLAND HUMANE SOCIETY | ||||||
| 1750 AHLBERG RD | TRAVERSE CITY | MI | 49696 | GENERAL SUPPORT | $4,500 | |
| CHILD & FAMILY SERVICE PETE'S PLACE | ||||||
| 2943 N KEYSTONE RD | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S MOVEMENT OF FLORIDA | ||||||
| 3250 SW 3RD AVE 305 | MIAMI | FL | 33129 | GENERAL SUPPORT | $4,500 | |
| DETROIT ATHLETIC CLUB | ||||||
| 241 MADISON AVENUE | DETROIT | MI | 48226 | BOXING EVENT | $3,000 | |
| DETROIT CATHOLIC CENTRAL HS | ||||||
| 27225 WIXOM RD | NOVI | MI | 48374 | GENERAL SUPPORT | $5,000 | |
| DETROIT FREE PRESS FILM FESTIVAL | ||||||
| 160 W FORT ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $3,500 | |
| EDSEL & ELEANOR FORD HOUSE | ||||||
| 1100 LAKE SHORE ROAD | GROSSE POINTE SHORES | MI | 48228 | GENERAL SUPPORT | $1,000 | |
| FALLEN & WOUNDED SOLDIERS FUND | ||||||
| PO BOX 33099 | BLOOMFIELD HILLS | MI | 48303 | GENERAL SUPPORT | $5,000 | |
| FAMILY CENTER | ||||||
| 32 LAKE SHORE DR | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| FATHER FRED FOUNDATION | ||||||
| 826 HASTINGS | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $1,500 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | GENERAL SUPPORT | $1,000 | |
| GOODWILL NORTHERN MICHIGAN | ||||||
| 2889 AERO-PARK DR | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $5,000 | |
| GRAND TRAVERSE REGIONAL LAND CONS | ||||||
| 3860 N LONG LAKE RD STE D | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $5,000 | |
| GROSSE POINTE THEATRE | ||||||
| 315 FISHER RD | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $25,000 | |
| GROSSE POINTE WAR MEMORIAL | ||||||
| 32 LAKE SHORE DR | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $10,000 | |
| GUARDIAN ANGELS MEDICAL SERVICES | ||||||
| 3251 NE 180TH AVE | WILLISTON | FL | 32696 | GENERAL SUPPORT | $1,000 | |
| HOLY REDEEMER GRADE SCHOOL | ||||||
| 2233 JUNCTION AVE | DETROIT | MI | 48209 | GENERAL SUPPORT | $1,000 | |
| HOLY TRINITY CHURCH | ||||||
| 20500 ANGLIN ST | DETROIT | MI | 48234 | GENERAL SUPPORT | $2,500 | |
| LE RENDEZ VOUS DU DETROIT | ||||||
| 6325 W JEFFERSON AVE | DETROIT | MI | 48209 | GENERAL SUPPORT | $2,500 | |
| LOYOLA HIGH SCHOOL | ||||||
| 15325 PINEHURST ST | DETROIT | MI | 48238 | GENERAL SUPPORT | $2,500 | |
| MADONNA UNIVERSITY | ||||||
| 36600 SCHOOLCRAFT RD | LIVONIA | MI | 48150 | GENERAL SUPPORT | $25,000 | |
| MERCY HIGH SCHOOL | ||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | GENERAL SUPPORT | $10,000 | |
| MSU LAW SCHOOL - SPICER SCHOLARSHIP | ||||||
| 648 N SHAW LN | EAST LANSING | MI | 48824 | GENERAL SUPPORT | $2,000 | |
| MSU SCHOOL OF JOURNALISM | ||||||
| 404 WILSON ROAD | EAST LANSING | MI | 48824 | GENERAL SUPPORT | $2,500 | |
| MUNSON HEALTHCARE REGIONAL FDTN | ||||||
| 1105 6TH STREET | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $11,500 | |
| NEIGHBORHOOD CLUB | ||||||
| 17150 WATERLOO | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $500 | |
| OAKLAND COMMUNITY COLLEGE | ||||||
| 2480 OPDYKE RD | BLOOMFILED HILLS | MI | 48304 | GENERAL SUPPORT | $1,500 | |
| OAKLAND UNIVERSITY | ||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | GENERAL SUPPORT | $20,000 | |
| OAKLAND UNIVERSITY BASEBALL PROGRAM | ||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | GENERAL SUPPORT | $2,500 | |
| OLD NEWSBOYSGOODFELLOW ASSOCIATION | ||||||
| 1927 ROSA PARKS BLVD | DETROIT | MI | 48216 | GENERAL SUPPORT | $1,000 | |
| OUR LADY STAR OF THE SEA | ||||||
| 467 FAIRFORD RD | GROSSE POINTE WOODS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| READ TO A CHILD | ||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | GENERAL SUPPORT | $250 | |
| REGINA HIGH SCHOOL | ||||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | GENERAL SUPPORT | $10,000 | |
| SACRED HEART MAJOR SEMINARY | ||||||
| 2701 CHICAGO BLVD | DETROIT | MI | 48206 | GENERAL SUPPORT | $5,000 | |
| ST AMBROSE CHURCH | ||||||
| 15020 HAMPTON ST | GROSSE POINTE PARK | MI | 48230 | GENERAL SUPPORT | $2,000 | |
| ST CLARE OF MONTEFALCO | ||||||
| 16231 CHARLEVOIX ST | GROSSE POINTE PARK | MI | 48230 | GENERAL SUPPORT | $2,500 | CATHOLIC SCHOOL |
| ST JOAN OF ARCH CATHOLIC SCHOOL | ||||||
| 22415 OVERLAKE ST | ST CLAIR SHORES | MI | 48080 | GENERAL SUPPORT | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSP | ||||||
| 32121 WOODWARD AVE ST 35 | ROYAL OAK | MI | 48073 | GENERAL SUPPORT | $500 | |
| ST MARY SCHOOL TRAVERSE CITY | ||||||
| 303 ST MARY STREET | LAKE LEELANAU | MI | 49653 | GENERAL SUPPORT | $1,500 | |
| ST MARY'S PREPATORY HIGH SCHOOL | ||||||
| 3535 COMMERCE RD | ORCHARD LAKE | MI | 48324 | GENERAL SUPPORT | $1,500 | |
| ST PAUL CATHOLIC CHURCH | ||||||
| 157 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| ST PAUL EDUCATIONAL TRUST | ||||||
| 170 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| ST THECLA CATHOLIC SCHOOL | ||||||
| 20762 S NUNNELEY RD | CLINTON TWP | MI | 48035 | GENERAL SUPPORT | $1,500 | |
| THE HELM AT THE BOLL LIFE CENTER | ||||||
| 158 RIDGE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $6,000 | |
| UNIVERSITY LIGGETT SCHOOL | ||||||
| 1045 COOK ROAD | GROSSE POINTE | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| UNIVERSITY OF DETROIT JESUIT | ||||||
| 8400 N CAMBRIDGE AVE | DETROIT | MI | 48221 | GENERAL SUPPORT | $20,000 | |
| UNIVERSITY OF DETROIT JESUIT | ||||||
| 8400 N CAMBRIDGE AVE | DETROIT | MI | 48221 | ENDOWMENT | $10,000 | |
| UNIVERSITY OF DETROIT JESUIT | ||||||
| 8400 N CAMBRIDGE AVE | DETROIT | MI | 48221 | KEN PRATHER SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF DETROIT MERCY | ||||||
| 4001 W MCNICHOLS | DETROIT | MI | 48221 | DAVE DEBUSSCHERE SCHOLARSHIP | $4,000 | |
| UNIVERSITY OF DETROIT MERCY | ||||||
| 4001 W MCNICHOLS | DETROIT | MI | 48221 | THOMAS PAYNE SCHOLARSHIP | $10,000 | |
| WALSH FOUNDATION | ||||||
| 3838 LIVERNOIS RD | TROY | MI | 48083 | GENERAL SUPPORT | $1,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | GENERAL SUPPORT | $191,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | GARY BRYCE SCHOLARSHIP | $25,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | OUTDOOR BATTING CAGES | $100,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | TURF PRO | $50,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | TURF PROJECT | $50,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | LEVIN CENTER | $22,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | GENERAL SUPPORT | $25,000 | |
| WAYNESBURG UNIVERSITY | ||||||
| 51 W COLLEGE STREET | WAYNSEBURG | PA | 15370 | DR. CRILLEY ENDOWMENT | $2,500 | |
| WESTERN MICHIGAN UNIVERSITY | ||||||
| 1903 WESTERN MICHIGAN AVE | KALAMAZOO | MI | 49008 | RICK COLE ENDOWMENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $806,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,061 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $593,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $713,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $713,702 | 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 |
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 | DONALD L DUCHENE SR IRREV TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,950 | Amt |
| Net Investment Income | $16,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ||
| CAPITAL ONE FINANCIAL CORP | ||
| JP MORGAN CHASE & CO | ||
| MARRIOTT INTERNATIONAL INC | ||
| DUKE ENERGY CORP | ||
| SEE ATTACHED - MORGAN STANLEY | $399,338 | $405,097 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | ||
| AT&T INC | ||
| AMERICAN EXPRESS COMPANY | ||
| AMGEN INC COM | ||
| APPLE INC | ||
| BAXTER INTERNATIONAL INC | ||
| BERKSHIRE HATHAWAY INC | ||
| CSX CORP | ||
| CHEVRON CORP | ||
| CATERPILLAR INC DEL | ||
| DEERE CO | ||
| DISNEY WALT CO COM | ||
| EXXON MOBIL CORP | ||
| ECOLAB INC | ||
| GENL DYNAMICS CORP COM | ||
| HUNTINGTON BANCSHS INC MD | ||
| INTEL CORP | ||
| INTL BUSINESS MACHINES CORP IBM | ||
| JPMORGAN CHASE & CO | ||
| JOHNSON AND JOHNSON COM | ||
| ELI LILLY & CO | ||
| METLIFE INC COM | ||
| MERCK AND CO INC SHS | ||
| MCDONALDS CORP COM | ||
| MICROSOFT CORP | ||
| ORACLE CORP DEL | ||
| PEPSICO INC | ||
| PFIZER INC | ||
| QUALCOMM INC | ||
| ANTHEM INC | ||
| STRYKER CORP | ||
| TARGET CORP COM | ||
| VIATRIS INC. | ||
| UNION PACIFIC CORP | ||
| VALERO ENERGY CORP NEW | ||
| VERIZON COMMUNICATIONS COM | ||
| VISA INC CL A SHRS | ||
| WALMART INC | ||
| MFS INTERNATIONAL NEW DISCOVERY FD | ||
| TRUIST FINANCIAL CORP | ||
| YUM BRANDS INC | ||
| BLACKSTONE GROUP INC CL A | ||
| CONSTELLATION BRANDS INC CL A | ||
| CVS HEALTH CORP COM | ||
| CYRUSONE INC | ||
| HONEYWELL INTERNATIONAL INC | ||
| LOCKHEED MARTIN CORP | ||
| THE CARLYLE GROUP LP | ||
| ALIBABA GROUP HOLDING LTD | ||
| PIONEER MLTI AST ULT | ||
| WELLS FARGO | ||
| SEE ATTACHED - MERRILL LYNCH | $1,839,929 | $4,169,271 |
| SEE ATTACHED - MORGAN STANLEY | $321,157 | $488,229 |
| SEE ATTACHED - WELLS FARGO | $772,470 | $924,244 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $3,050 | LegalFeesAmt |
| Net Investment Income | $1,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,525 | DisbursementsCharitablePrpsAmt |
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 | $210 | $105 | $105 |
| INVESTMENT MGT FEE - MERRILL | $150 | $150 | |
| INVESTMENT MGT FEE - WELLS FA | $4,868 | $4,868 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO NET ASSETS | Desc |
| Amt | $1,567 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX | |||
| LICENSE FEES | $20 | $10 | $10 |
| INVESTMENT TAX - 2020 | $3,073 | ||
| INVESTMENT TAX - 2021 | $7,000 |
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