PULTE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PULTE FAMILY CHARITABLE FOUNDATION INC (EIN 38-2923581)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-10
IRS object ID
202042239349100004
Schema version
2019v5.1
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)
Return2020-08-10T09:03:25-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127400 NORTHWESTERN HIGHWAYAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48034ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382923581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PULTE FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPULTBusinessNameControlTxt
Phone8333599448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S DIXIE HWYAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY RICKARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8333599448PhoneNum
Signature2020-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORI J EGGETTPreparerPersonNm
PTINP00645252PTIN
Phone2483522500PhoneNum
Preparation2020-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$102,434,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$190,174,141ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$388,969DividendsRevAndExpnssAmt
Dividends Net Invst Incm$388,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,875,147GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,295CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$15,573OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$15,648OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$190,582,832TotalRevAndExpnssAmt
Total Net Invst Incm$408,616TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$112,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$104,949OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$10,495OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$94,454OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$79,632LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,963LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$71,669LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,975AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,435DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,720TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,720TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$133,656OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,332OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$116,324OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$489,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$399,642TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,357,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,357,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,846,842TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,757,142TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$87,735,990ExcessRevenueOverExpensesAmt
Net Investment Income$357,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$777,457CashBOYAmt
Cash EOY$112,187CashEOYAmt
Cash EOYFMV$112,187CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,221,238SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,241,207SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,241,207SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$2,100,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,100,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,100,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$16,108,677CorporateStockEOYAmt
Corporate Stock EOYFMV$22,657,591CorporateStockEOYFMVAmt
Other Investments BOY$1,000,000OtherInvestmentsBOYAmt
Other Investments EOY$5,769,778OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,299,297OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,585,371LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,904LandBldgEquipAccumDeprecAmt
Land BOY$1,584,902LandBOYAmt
Land EOY$1,581,467LandEOYAmt
Land EOYFMV$1,581,467LandEOYFMVAmt
Other Assets BOY$56,475OtherAssetsBOYAmt
Other Assets EOY$1,443,172OtherAssetsEOYAmt
Other Assets EOYFMV$1,443,172OtherAssetsEOYFMVAmt
Total Assets BOY$7,640,072TotalAssetsBOYAmt
Total Assets EOY$95,356,488TotalAssetsEOYAmt
Total Assets EOYFMV$102,434,921TotalAssetsEOYFMVAmt
Loans From Officers BOY$485,418LoansFromOfficersBOYAmt
Loans From Officers EOY$485,418LoansFromOfficersEOYAmt
Total Liabilities BOY$485,418TotalLiabilitiesBOYAmt
Total Liabilities EOY$485,418TotalLiabilitiesEOYAmt
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$7,154,654RetainedEarningBOYAmt
Retained Earning EOY$94,871,070RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,154,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,871,070TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,640,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,356,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,154,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$87,735,990ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$94,890,644SubtotalAmt
Other Decreases$19,574OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$94,871,070TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN US LARGE CAP2019-08-012019-12-31$2,263,690$2,233,671$30,019$30,019
GOLDMAN NON-US EQUITY2019-08-012019-12-31$611,457$606,181$5,276$5,276
FieldValueIRS element (for citing)
Capital Gain Net Income$35,295CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$234,778AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,891,188NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$140,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,778,515NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037052DistributionYr2Rt
Adjusted Qlfy Distri Yr3$144,473AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,806,792NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051473DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,532AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,909,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048299DistributionYr4Rt
Adjusted Qlfy Distri Yr5$130,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,855,212NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045531DistributionYr5Rt
Total Distribution0.230355TotalDistributionRt
Average Distribution0.046071AverageDistributionRt
Net Vl Noncharitable Assets$38,219,494NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,760,810AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,574NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,764,384AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,757,142QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,574InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,574SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,574TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$906OverpaymentAmt
Applied To ES Tax$906AppliedToESTaxAmt
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 StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PULTEFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksNANCY RICKARDIndividualWithBooksNm
Phone8333599448PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 S DIXIE HWYAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
KAREN J PULTE
220 S DIXIE HWYBOCA RATONFL33432DIRECTOR2.00$0$0$0
NANCY P RICKARD
220 S DIXIE HWYBOCA RATONFL33432DIRECTOR/ PRESIDENT40.00$125,000$0$0
MARK T PULTE
220 S DIXIE HWYBOCA RATONFL33432DIRECTOR/ CHIEF INVESTMENT OFFICER5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonJAMES CONNORPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S DIXIE HWYAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
TitleGRANT MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$59,263CompensationAmt
Employee Benefits$1,965EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALSTON & BIRDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 WEST PEACHTREE ST STE 4900AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$79,632CompensationAmt
FieldValueIRS element (for citing)
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$18,310,455AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,091,765AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,399,297FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,801,517TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,801,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$582,023CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,219,494NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,910,975MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,910,975MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,574TaxBasedOnInvestmentIncomeAmt
Total Tax$3,574TotalTaxAmt
Distributable Before Adj$1,907,401DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,907,401DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,907,401DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,757,142ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,757,142QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,574PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,753,568AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,907,401DistributableAsAdjustedAmt
Undistributed Income PY$134,113UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$102,757,142QualifyingDistributionsAmt
Applied To Year1$134,113AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,907,401AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,715,628RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$100,715,628TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$100,715,628ExcessDistriCyovToNextYrAmt
Excess From Current Year$100,715,628ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A PLACE CALLED HOME
2830 S CENTRAL AVELOS ANGELESCA90011NONEPCSUPPORT FOR THE HOMELESS AND POOR$7,500
ANGELS' PLACE
29299 FRANKLIN ROADSOUTHFIELDMI48034NONEPCSUPPORT FOR THE HOMELESS AND POOR$2,500
CATHOLIC CHARITIES OF WEST MICHIGAN
406 N STATE STSTANTONMI48888NONEPCSUPPORT FOR THE HOMELESS AND POOR$5,000
CATHOLIC CHARTIES OF THE ARCHDIOCESE OF CHICAGO
3001 W 59TH STCHICAGOIL60629NONEPCSUPPORT FOR THE HOMELESS AND POOR$2,500
CENTER FOR INTERRELIGIOUS UNDERSTANDING
492-C CEDAR LANE PMB 127TEANECKNJ07666NONEPCPROMOTE INCLUSION AND DIALOGUE$20,000
CHAMPIONS COMMUNITY FOUNDATION
9820 NESBIT FERRY RDJOHNS CREEKGA30022NONEPCSUPPORT FOR THE HOMELESS AND POOR$5,000
CHEBOYGAN COMPASSION MINISTRIES INC THE LORDS KITCHEN
221 N BAILEY STCHEBOYGANMI49721NONEPCSUPPORT FOR THE HOMELESS AND POOR$12,500
CORPUS CHRISTI CATHOLIC CHURCH
19800 PEMBROKE AVEDETROITMI48219NONEPCSUPPORT FOR THE HOMELESS AND POOR$15,000
COVENANT HOUSE
461 EIGHTH AVENUENEW YORKNY10001NONEPCSUPPORT FOR THE HOMELESS AND POOR$25,000
DETROIT CRISTO REY HIGH SCHOOL INC
5679 VERNOR HWYDETROITMI48209NONEPCEDUCATION$17,500
DR GARY BURNSTEIN COMMUNITY HEALTH CLINIC
45580 WOODWARD AVEPONTIACMI48341NONEPCSUPPORT FOR THE HOMELESS AND POOR$5,000
LOURDES SENIOR COMMUNITY
2300 WATKINS LAKE ROADWATERFORDMI48328NONEPCSUPPORT FOR SENIORS$15,000
LOYOLA HIGH SCHOOL
15325 PINEHURSTDETROITMI48238NONEPCEDUCATION$20,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607NONEPCSUPPORT FOR THE HOMELESS AND POOR$2,500
MINISTRY OF THE GOOD SHEPHERD
PO BOX 837BOCA RATONFL33429NONEPCSUPPORT FOR THE HOMELESS AND POOR$15,000
NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONEPCEDUCATION$101,025,000
OLD ST MARY'S CHURCH
664 MONROEDETROITMI48226NONEPCSUPPORT FOR THE HOMELESS AND POOR$10,000
OUR LADY OF GOOD COUNSEL
20103 JOANNDETROITMI48205NONEPCSUPPORT FOR THE HOMELESS AND POOR$20,000
OUR LADY OF THE ROAD
744 S MAIN STSOUTH BENDIN46601NONEPCSUPPORT FOR THE HOMELESS AND POOR$2,500
OUR LADY OF THE ROSARY
5930 WOODWARD AVEDETROITMI48202NONEPCSUPPORT FOR THE HOMELESS AND POOR$15,000
ST CHARLES BORROMEO
1491 BALDWIN STREETDETROITMI48214NONEPCSUPPORT FOR THE HOMELESS AND POOR$10,000
ST ELIZABETH
3138 E CANFIELDDETROITMI48207NONEPCSUPPORT FOR THE HOMELESS AND POOR$15,000
ST HENRY'S SCHOOL
391 E COLUMBUS STST HENRYOH45883NONEPCEDUCATION$2,500
ST LEO'S SOUP KITCHEN
4830 15TH STREETDETROITMI48208NONEPCSUPPORT FOR THE HOMELESS AND POOR$25,000
ST PATRICK'S SENIOR CENTER
58 PARSONS STDETROITMI48201NONEPCSUPPORT FOR SENIORS$25,000
THE ACADEMY OF THE SACRED HEART
1250 KENSINGTON ROADBLOOMFIELD HILLSMI48304NONEPCEDUCATION$10,000
THE FERRIS FOUNDATION
420 OAK STBIG RAPIDSMI49307NONESOIEDUCATION$1,000,000
VOCEL VIEWING OUR CHILDREN AS EMERGING LEADERS
5317 WEST CHICAGO AVECHICAGOIL60651NONEPCEDUCATION$2,500
YOUTH MENTORING WORLDWIDE
116 S MITCHELL STCADILLACMI49601NONEPCEDUCATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,357,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$388,969ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,295ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME14$75
K-1 INCOME14-$15,648

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$408,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$408,691TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOAN B PULTE TRUST
13466 BLOOMFIELD CLUB DRIVEBLOOMFIELD HILLSMI48301$14,168,703Yes (X)Yes (X)
WILLIAM J PULTE TRUST
241 SE 5TH STBOCA RATONFL33432$173,505,438Yes (X)Yes (X)
CAROLYN PULTE
34059 EAST GABLES COURT NEGRAND RAPIDSMI49525$2,500,000Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SHARES OF PULTE GROUP STOCK$14,155,5202019-01-15
2INDIAN RIVERS HOLDINGS LLC, HARBORWATCH INVESTMENTS LLC, HOTEL INVESTMENTS LARAMIE CLASS B$4,405,0002019-12-20
3HOTEL INVESTMENT SERVICES LARAMIE$2,500,0002019-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION & CONSULTINGCategoryTxt
Amt$5,950Amt
Net Investment Income$2,975NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,975DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyWEBSITEPropertyDesc
Acquired2018-11-14AcquiredDt
Cost Or Other Basis$5,622CostOrOtherBasisAmt
Prior Year Depreciation$469PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Life3.000000000000LifeRt
Current Year Expense$3,435CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PULTE STOCK$14,155,520$20,515,578
GOLDMAN SACHS US LARGE CAP$1,142,250$1,252,226
GOLDMAN SACHS NON-US EQUITY$309,374$333,889
GOLDMAN SACHS PULTE FOUNDATION ADVISORY$501,533$555,898

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN CREEK, LLCAT COST$964,778$953,297
INDIAN RIVER HOLDINGS LLCAT COST$154,000$154,000
HOTEL INVESTMENT SERVICES LARAMIEAT COST$4,651,000$5,192,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemWEBSITECategoryOrItemTxt
Cost Or Other Basis$5,622CostOrOtherBasisAmt
Accumulated Depreciation$3,904AccumulatedDepreciationAmt
Book Value$1,718BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$79,632LegalFeesAmt
Net Investment Income$7,963NetInvestmentIncomeAmt
Disbursements Charitable Prps$71,669DisbursementsCharitablePrpsAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKAREN J PULTELenderPersonNm
Loan Original$485,418LoanOriginalAmt
Balance Due$485,418BalanceDueAmt
Note2018-06NoteDt
Loan Maturity2020-12LoanMaturityDt
Repayment TermsPAYABLE ON DEMANDRepaymentTermsTxt
Security Provided BorrowerN/ASecurityProvidedBorrowerTxt
Loan PurposeTO PAY CONTRIBUTIONS UNTIL FINANCING CAN BE OBTAINEDLoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCONSTRUCTION IN PROGRESSDesc
BOY Book Value$56,475BOYBookValueAmt
EOY Book Value$1,443,172EOYBookValueAmt
EOYFMV$1,443,172EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMORGAN CREEK 2018 INVESTMENT ACTIVITYDesc
Amt$19,574Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$5,145$2,573$2,572
OFFICE EXPENSE$71,306$7,131$64,175
SOFTWARE$47,250$4,725$42,525
MARKETING$4,500$450$4,050
WEBSITE MAINTENANCE$730$73$657
UTILITIES$2,606$261$2,345
FOREIGN TAXES$238$238$0
MISCELLANEOUS PAID$57$57$0
MANAGEMENT FEES$1,824$1,824$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME$75$75
K-1 INCOME-$15,648-$15,648-$15,648

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
WILLIAM J PULTE TRUST
41 SE 5TH STBOCA RATONFL33432
CAROLYN PULTE
4058 EAST GABLES COURT NEGRAND RAPIDSMI49525
JOAN B PULTE TRUST
3466 BLOOMFIELD CLUB DRIVEBLOOMFIELD HILLSMI48301

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$35,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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