MILTON AND SYLVIA PIERCE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND SYLVIA PIERCE FOUNDATION (EIN 38-3515181)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349101800
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:02:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 W BIG BEAVER RD 2ND FLR | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383515181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON & SYLVIA PIERCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 2482331310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7031 ORCHARD LAKE RD NO 102 | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48322 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PIERCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2482331310 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER M AUGUST CPA | PreparerPersonNm |
| PTIN | P00965597 | PTIN |
| Phone | 2489525000 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.236.198.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 08:23:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,790,206 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $127,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,459 | 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 |
| Interest Rev And Expnss | $603 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $32,088 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,088 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $586,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $576,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,758,118 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $586,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $608,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,790,206 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,264 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $575,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $608,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $575,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $608,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $586,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $608,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $575,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $608,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $608,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DTE ENERGY | P | 2006-12-31 | 2018-07-09 | $2,932 | $863 | $2,069 | $2,069 |
| DTE ENERGY | P | 2006-12-31 | 2018-12-12 | $35,602 | $8,933 | $26,669 | $26,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,147 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,723,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,271 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,528,704 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,414,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051998 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,326,650 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055455 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,159,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051744 | DistributionYr5Rt |
| Total Distribution | 0.319485 | TotalDistributionRt |
| Average Distribution | 0.063897 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,714,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,563 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $875 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $313 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $313 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,443 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2488625939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7031 ORCHARD LAKE RD STE 102 | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID PIERCE | ||||||||
| 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| LINDA HERRON | ||||||||
| 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | SECY / DIR | 0.50 | $0 | $0 | $0 |
| JAMIE PIERCE | ||||||||
| 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | TREAS / DIR | 0.50 | $0 | $0 | $0 |
| KAREN FRAIBERG | ||||||||
| 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,717,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,740,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,740,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,714,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,749 | TotalTaxAmt |
| Distributable Before Adj | $83,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,857 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,098 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,758 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,820 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,093 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,941 | 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 | $2,857 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,098 | ExcessFromYear4Amt |
| Excess From Year3 | $3,758 | ExcessFromYear3Amt |
| Excess From Year2 | $32,820 | ExcessFromYear2Amt |
| Excess From Year1 | $69,093 | ExcessFromYear1Amt |
| Excess From Current Year | $9,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDSHIP CIRCLE | |||||||
| 6892 W 6892 W MAPLE RD | WEST BLOOMFIELD | MI | 48323 | N/A | 501(C)(3) | PROVIDE SUPPORT TO CHILDREN WITH SPECIAL NEEDS | $12,000 |
| HEBREW FREE LOAN | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | N/A | 501(C)(3) | TO PROVIDE LOANS AND GRANTS TO INDIVIDUALS AS THEY REQUIRE. | $13,000 |
| JARC | |||||||
| 30301 NORTHWESTERN HIGHWAY | FARMINGTON HILLS | MI | 48334 | N/A | 501(C)(3) | TO PROVIDE SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | $15,000 |
| JEWISH FEDERATION | |||||||
| PO BOX 2030 | BLOOMFIELD HILLS | MI | 48323 | N/A | 501(C)(3) | TO PROVIDE HUMANITARIAN ASSISTANCE TO THOSE IN NEED | $25,000 |
| JEWISH HOSPICE | |||||||
| 6555 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | N/A | 501(C)(3) | TO PROVIDE HOSPICE CARE FOR INDIVIDUALS | $12,000 |
| TEMPLE ISRAEL | |||||||
| 5725 WALNUT LAKE RD | WEST BLOOMFIELD | MI | 48322 | N/A | 501(C)(3) | TO PROMOTE RELIGIOUS TEACHINGS | $11,000 |
| GIRL SCOUTS OF THE UNITED STATES OF AMERICA | |||||||
| 330 DRAYTON STREET | SVANNAH | GA | 31401 | 501(C)(3) | TO HELP BUILD GIRLS COURAGE, CONFIDENCE, AND CHARACTER | $300 | |
| A JOURNEY TO EDUCATE FOR LIFE (AJ2E4L INC) | |||||||
| 4941 MISTY PINES TRAIL | LAKE WORTH | FL | 33463 | N/A | 501(C)(3) | TO PROIVDE A SAFE AND COMFORTABLE ENVIRONMENT FOR STUDENTS AND TEACHERS IN NEED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,300 | 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 | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,640 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,459 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ARLENE S PIERCE CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | $10,000 | Yes (X) |
| CONNIE R PIERCE CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | $10,000 | Yes (X) |
| RICHARD R PIERCE CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | $10,000 | Yes (X) |
| DOUGLAS F PIERCE CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | 7031 ORCHARD LAKE RD STE 102 | WEST BLOOMFIELD | MI | 48322 | $10,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $576,547 | BookValueAmt |
| EOYFMV | $1,758,118 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $11,264 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Comments