DIEBOLT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIEBOLT FOUNDATION (EIN 38-3444677)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202011909349101506
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T13:53:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 HALL ROAD SUITE 300 | AddressLine1Txt |
| City | CLINTON TOWNSHIP | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383444677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIEBOLT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIEB | BusinessNameControlTxt |
| Phone | 5867730450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 HALL ROAD NO 300 | AddressLine1Txt |
| City | CLINTON TOWNSHIP | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL C DIEBOLT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5867730450 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE GREENWAY | PreparerPersonNm |
| PTIN | P00053825 | PTIN |
| Phone | 5864164900 | PhoneNum |
| Preparation | 2020-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.20.156.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 16:03:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5519DDD29A8E38697DD48F182A1208A447C34BB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E0F6F03BC3AE684EB3B59DF82EF6777B722E432E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,340,934 | 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 | $2,850,058 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $750,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,572,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,040 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,834,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $993,493 | 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 | $4,471 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,236 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,581,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,502,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,252,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $934,447 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $229,195 | CashEOYAmt |
| Cash EOYFMV | $229,195 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $140,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $327,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $327,738 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,250,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,199,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,987,269 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $299,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $692,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $793,123 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,175 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,691,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,452,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,340,934 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,358 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,691,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,435,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,691,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,435,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,691,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,452,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,691,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,252,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,944,159 | SubtotalAmt |
| Other Decreases | $1,508,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,435,477 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $562,420 | $580,438 | -$18,018 | -$18,018 |
| PUBLICLY TRADED SECURITIES | P | $1,934,355 | $1,231,790 | $702,565 | $702,565 |
| CAPITAL GAINS DIVIDENDS | P | $75,493 | $75,493 | $75,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,040 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,300,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,478,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089790 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,197,052 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,739,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,429,110 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,350,155 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138076 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $993,426 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,723,987 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,484,654 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,768,111 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137875 | DistributionYr5Rt |
| Total Distribution | 0.560345 | TotalDistributionRt |
| Average Distribution | 0.112069 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,514,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,626,625 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,344 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,635,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,502,236 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,689 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,689 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,689 | TaxDueAmt |
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 | DENISE GREENWAY | IndividualWithBooksNm |
| Phone | 5864164900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 HALL ROAD SUITE 300 | AddressLine1Txt |
| City | CLINTON TOWNSHIP | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48038 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL C DIEBOLT | ||||||||
| 19176 HALL ROAD STE 300 | CLINTON TOWNSHIP | MI | 48038 | PRESIDENT/SECRETARY/TREAS | 2.00 | $0 | $0 | $0 |
| LINDA J DIEBOLT | ||||||||
| 19176 HALL ROAD STE 300 | CLINTON TOWNSHIP | MI | 48038 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY A WADOWSKI | ||||||||
| 19176 HALL ROAD STE 300 | CLINTON TOWNSHIP | MI | 48038 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL | ServiceTypeTxt |
| Compensation | $55,230 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,917,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $817,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,735,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,735,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $221,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,514,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $725,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $725,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,689 | TotalTaxAmt |
| Distributable Before Adj | $707,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $707,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $707,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,502,236 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,502,236 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,502,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $707,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $886,434 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $470,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $918,528 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $615,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $587,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,478,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,502,236 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $707,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $795,200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,274,022 | 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 | $886,434 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,387,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $470,375 | ExcessFromYear4Amt |
| Excess From Year3 | $918,528 | ExcessFromYear3Amt |
| Excess From Year2 | $615,974 | ExcessFromYear2Amt |
| Excess From Year1 | $587,511 | ExcessFromYear1Amt |
| Excess From Current Year | $795,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL C DIEBOLT | ContributingManagerNm |
| Contributing Manager | LINDA J DIEBOLT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MICHIGAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SOUTH STATE STREET | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $750,653 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $984,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $984,106 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LINDA J DIEBOLT REVOCABLE TRUST | ||||||
| 1 | 19176 HALL RD STE 300 | CLINTON TOWNSHIP | MI | 48038 | $1,261,427 | Yes (X) |
| MICHAEL C DIEBOLT REVOCABLE TRUST | ||||||
| 2 | 19176 HALL RD STE 300 | CLINTON TOWNSHIP | MI | 48038 | $1,588,630 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $1,261,427 | 2019-12-16 |
| 2 | SECURITIES | $1,588,630 | 2019-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,471 | Amt |
| Net Investment Income | $2,236 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,839 | $109,444 |
| ABBVIE INC COM (SPIN OFF FROM ABBOTT | $156,135 | $305,463 |
| AGNICO EAGLE MINES LTD | $100,113 | $182,366 |
| ALPHABET INC CL A (GOOGLE)_ | $275,700 | $720,592 |
| AMAZON.COM INC | $497,520 | $1,585,447 |
| ASML HOLDING NV SPON ADR | $24,954 | $38,768 |
| AT&T | $149,979 | $201,262 |
| BOEING COMPANY | $449,835 | $804,627 |
| BP PLC SPON | $49,961 | $49,515 |
| BRISTOL MEYERS SQUIBB CO | $99,876 | $110,599 |
| CABOT OIL & GAS | $124,897 | $104,007 |
| CISCO SYSTEMS INC | $99,997 | $173,855 |
| CME GROUP INC | $74,878 | $124,045 |
| COCA COLA CO | $125,060 | $211,216 |
| COGNEX CORP | $49,995 | $59,402 |
| CONAGRA FOOD INC | $57,270 | $104,432 |
| DOMINION ENERGY INC | $49,443 | $64,185 |
| EDWARDS LIFESCIENCES CORP | $100,072 | $242,855 |
| EOG RESOURCES INC | $75,028 | $80,075 |
| FORTINET INC | $205,838 | $791,732 |
| HEICO CORP | $299,948 | $688,217 |
| HONEYWELL INTL INC | $143,280 | $328,335 |
| ILLINOIS TOOL WORKS INC | $299,981 | $623,855 |
| ILLUMINA INC | $20,721 | $24,881 |
| INTEL CORP | $98,470 | $278,303 |
| ITT CORP | $59,479 | $195,048 |
| JOHNSON & JOHNSON COM | $49,816 | $110,861 |
| KANSAS CITY STHN NEW | $149,694 | $266,958 |
| KINDER MORGAN INC | $48,865 | $60,144 |
| LAM RESEARCH CORP | $300,673 | $1,048,254 |
| LOCKHEED MARTIN CORP | $24,893 | $32,708 |
| MARATHON PETROLEUM CO | $160,974 | $231,119 |
| MCDONALDS CORP | $25,127 | $25,294 |
| MEDICAL PROPERTIES TRUST INC | $24,937 | $30,821 |
| MICROSOFT CORP | $49,899 | $67,496 |
| MKS INSTUMENTS INC | $24,912 | $30,583 |
| NEOGEN CORP | $147,348 | $675,375 |
| NVIDIA CORP | $49,843 | $50,354 |
| PERRIGO CO PLC | $50,138 | $49,852 |
| PFIZER INC | $24,976 | $26,642 |
| PPL CORP | $75,045 | $85,968 |
| QUALCOMM INC | $49,740 | $79,231 |
| RAYTHEON CO NEW | $124,782 | $239,956 |
| ROCKWELL AUTOMATION INC NEW | $24,864 | $25,334 |
| SKYWORKS SOLUTIONS INC | $125,148 | $188,331 |
| SONY CORP ADR NEW JAPAN ADR | $20,011 | $27,336 |
| SPLUNK INC | $49,952 | $63,053 |
| TERADYNE INC | $24,981 | $29,117 |
| UNITED HEALTH GROUP | $49,922 | $60,266 |
| UNITED TECHNOLOGIES | $50,002 | $67,392 |
| VERIZON COMMUNICATIONS | $68,250 | $141,036 |
| VISA INC CL A | $148,435 | $839,913 |
| WELLS FARGO & CO NEW | $49,987 | $52,078 |
| WILLIAMS COS INC | $242,993 | $246,546 |
| XIUNX INC | $25,101 | $21,509 |
| ZEBRA TEHNOLOGIES CORP CL A | $50,138 | $60,028 |
| AMER FUNDS NEW WORLD FUND CLASS FZ | $260,834 | $284,853 |
| FIDELITY ADVISOR BIOTECHNOLOGY FUND CL I | $250,166 | $319,433 |
| FIDELITY ADVISOR REAL ESTATE INCOME FD | $392,175 | $421,086 |
| JOHN HANCOCK REGIONAL BANK FUND CL A | $285,156 | $538,932 |
| MFS INTERNATIONAL VALUE FUND CL A | $318,170 | $442,577 |
| MFS UTILITIES FUND A | $332,781 | $408,683 |
| PRUDENTIAL JENNISON HEALTH SCIENCES FUND | $331,490 | $435,624 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LORD ABBETT EMERGING MARKETS CORP DEBT CLASS F | AT COST | $203,208 | $205,862 |
| THE HARTFORD FLOATING RATE FUND CL I | AT COST | $200,000 | $202,145 |
| SPDR GOLD TRUST | AT COST | $289,598 | $385,116 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $45 | $1 | $1 |
| DIVIDEND RECEIVABLE | $1,130 | $3,608 | $3,608 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OCI - CUMULATIVE CHANGE IN COST BASIS - SPDR GOLD | $9,731 |
| DIFFERENCE OF FMV TO COST FOR CONTRIBUTIONS | $1,498,951 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2 | $1 | $1 |
| DEPOSITORY RECEIPT FEES | $46 | $46 | $0 |
| PENALTIES | $129 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNPOSTED NONDIVIDEND DISTRIBUTION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,358 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $55,230 | Amt |
| Net Investment Income | $55,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,533 | $1,533 | $0 |
| EXCISE TAXES | $19,920 | $0 | $0 |
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