DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION (EIN 38-3312705)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349102355
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:50:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 5700 CROOKS RD STE 201 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | 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 | 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 | 2019-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KUDLA | PreparerPersonNm |
| PTIN | P01546972 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 11:50:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7772BCE0996C78EB1AEAE4BD70164D24E548FA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 267D19CE23FFFCBE4FF9ABDE15E6A77562F1D5F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,810,658 | 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 | $2,269,383 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,609 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,609 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,097,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,521,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,577 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $304,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,212 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,106 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,106 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,316 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,658 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,658 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,092 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,546 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,546 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,896 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,896 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $396,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,217,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,217,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,614,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,529,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $907,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $598,988 | CashBOYAmt |
| Cash EOY | $265,955 | CashEOYAmt |
| Cash EOYFMV | $265,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,365,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,363,303 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,327,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,371,059 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,173,461 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $7,939 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,926,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,002,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,810,658 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $20,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $20,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $540,077 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,077 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,366,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,461,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,906,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,002,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,926,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,002,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,906,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $907,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $187,546 | OtherIncreasesAmt |
| Subtotal | $4,002,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,002,014 | 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH STATEMENT 02228 | P | $155,727 | $170,770 | -$15,043 | -$15,043 |
| MERRILL LYNCH STATEMENT 02228 | P | $314,835 | $278,505 | $36,330 | $36,330 |
| MERRILL LYNCH STATEMENT 02228 | P | $616,841 | $478,170 | $138,671 | $138,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,168,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,232,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.275963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $894,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,990,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.298940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $256,196 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,770,321 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,406 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,675,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068547 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,131 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,223,515 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068869 | DistributionYr5Rt |
| Total Distribution | 0.804798 | TotalDistributionRt |
| Average Distribution | 0.160960 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,163,865 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $670,216 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,681 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $671,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,529,876 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,681 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,681 | SubtotalAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,016 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,016 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $684 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| S GARY SPICER SR | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | PRESIDENT | 40.00 | $270,000 | $0 | $0 |
| BARBARA DUCHENE | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | SECRETARY | 0.50 | $12,000 | $0 | $0 |
| DAVID WIND | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | TREASURER | 1.00 | $22,000 | $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 | $3,279,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $456,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $490,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,227,274 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,227,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,163,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,681 | TotalTaxAmt |
| Distributable Before Adj | $206,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $206,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,512 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,529,876 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,529,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,681 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,528,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,512 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,627 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $895,645 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $957,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,067,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,529,876 | QualifyingDistributionsAmt |
| Applied To Current Year | $206,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,323,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,390,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,627 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,347,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,868 | ExcessFromYear4Amt |
| Excess From Year3 | $118,482 | ExcessFromYear3Amt |
| Excess From Year2 | $895,645 | ExcessFromYear2Amt |
| Excess From Year1 | $957,940 | ExcessFromYear1Amt |
| Excess From Current Year | $1,323,364 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| A HOLE IN THE ROOF | ||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | GENERAL SUPPORT | $2,500 | |
| ADRIAN COLLEGE | ||||||
| 110 S MADISON ST | ADRIAN | MI | 49221 | GENERAL SUPPORT | $16,115 | |
| ANGIE'S TOY CHEST | ||||||
| 31408 HARPER AVE 338 | ST CLAIR SHORES | MI | 48082 | GENERAL SUPPORT | $3,000 | |
| ARCHDIOCESE OF DETROIT CATHOLIC HS | ||||||
| 305 MICHIGAN AVE | DETROIT | MI | 48226 | GENERAL SUPPORT | $109,000 | |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 319 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | GENERAL SUPPORT | $2,500 | |
| CHARLES H WRIGHT MUSEUM | ||||||
| 315 EAST WARREN AVENUE | DETROIT | MI | 48201 | GENERAL SUPPORT | $14,300 | OF AFRICAN AMERICAN HISTORY |
| CHERRYLAND HUMANE SOCIETY | ||||||
| 1750 AHLBERG RD | TRAVERSE CITY | MI | 49696 | GENERAL SUPPORT | $1,000 | |
| COMMUNITY FOUNDATION OF SE MI | ||||||
| 333 W FORT ST 2010 | DETROIT | MI | 48226 | GENERAL SUPPORT | $15,000 | |
| DAC FOUNDATION | ||||||
| 241 MADISON AVENUE | DETROIT | MI | 48226 | GENERAL SUPPORT | $16,202 | |
| DELASALLE COLLEGIATE | ||||||
| 14600 COMMON RD | WARREN | MI | 48088 | GENERAL SUPPORT | $2,500 | |
| DETROIT FREE PRESS FILM FESTIVAL | ||||||
| 160 W FORT ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $27,000 | |
| EDSEL & ELEANOR FORD HOUSE | ||||||
| 1100 LAKE SHORE ROAD | GROSSE POINTE SHORES | MI | 48228 | GENERAL SUPPORT | $1,000 | |
| FATHER FRED FOUNDATION | ||||||
| 826 HASTINGS | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $2,500 | |
| FORT STREET PRESBYTERIAN CHURCH | ||||||
| 631 W FORT ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $1,000 | |
| FRANK SUMBERA FOUNDATION | ||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $33,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | GENERAL SUPPORT | $500 | |
| GROSSE POINTE ACADEMY | ||||||
| 171 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $6,000 | |
| GROSSE POINTE ANIMAL ADOPTION | ||||||
| 20204 HARPER AVE | HARPER WOODS | MI | 48225 | GENERAL SUPPORT | $11,000 | |
| GROSSE POINTE MEMORIAL CHURCH | ||||||
| 16 LAKE SHORE DR | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,000 | |
| GROSSE POINTE PUBLIC LIBRARY | ||||||
| 10 KERCHEVAL AVE | GROSSE POINTE | MI | 48236 | GENERAL SUPPORT | $1,600 | |
| GROSSE POINTE SOUTH HIGH SCHOOL | ||||||
| 11 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $4,000 | |
| GROSSE POINTE SYMPHONY | ||||||
| 32 LAKESHORE DR | GROSSE POINTE | MI | 48236 | GENERAL SUPPORT | $1,250 | |
| GROSSE POINTE THEATRE | ||||||
| 315 FISHER RD | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $10,500 | |
| GROSSE POINTE WAR MEMORIAL | ||||||
| 32 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $27,500 | |
| GUEST HOUSE | ||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | GENERAL SUPPORT | $10,000 | |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | GENERAL SUPPORT | $2,500 | |
| JENNA KAST BELIEVE IN MIRACLES | ||||||
| 1977 E WATTLES | TROY | MI | 48085 | GENERAL SUPPORT | $2,500 | |
| KIRK GIBSON FOUNDATION | ||||||
| 16845 KERCHEVAL AVENUE | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $12,500 | |
| LOYOLA HIGH SCHOOL | ||||||
| 15325 PINEHURST ST | DETROIT | MI | 48238 | GENERAL SUPPORT | $2,500 | |
| MACOMB COMMUNITY COLLEGE | ||||||
| 14500 TWELVE MILE RD | WARREN | MI | 48088 | DANTE GARLAND | $1,795 | |
| MACOMB COMMUNITY COLLEGE | ||||||
| 14500 TWELVE MILE ROAD | WARREN | MI | 48088 | TIRNA BAKER | $1,000 | |
| MADONNA UNIVERSITY | ||||||
| 36600 SCHOOLCRAFT RD | LIVONIIA | MI | 48150 | GENERAL SUPPORT | $10,000 | |
| MANNA COMMUNITY MEAL SOUP KITCHEN | ||||||
| 1950 TRUMBULL AVE | DETROIT | MI | 48216 | GENERAL SUPPORT | $1,000 | |
| MEHARRY MEDICAL COLLEGE | ||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | GENERAL SUPPORT | $5,000 | |
| MERCY HIGH SCHOOL | ||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | GENERAL SUPPORT | $17,269 | |
| MICHIGAN HUMANE SOCIETY | ||||||
| 900 N NEWBURGH RD | WESTLAND | MI | 48185 | GENERAL SUPPORT | $3,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | THOMAS JARECKI | $2,000 | |
| MOST HOLY TRINITY | ||||||
| 1229 LABROSSE ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $10,000 | |
| MUNSON HEALTHCARE REGIONAL FDTN | ||||||
| 1105 6TH STREET | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $1,000 | |
| NEIGHBORHOOD CLUB | ||||||
| 17150 WATERLOO | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $500 | |
| NORTH CAROLINA CENTRAL UNIVERSITY | ||||||
| 1801 FAYETTEVILLE STREET | DURHAM | NC | 27707 | GENERAL SUPPORT | $2,500 | |
| OAKLAND UNIVERSITY | ||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | GENERAL SUPPORT | $35,000 | |
| OLD NEWSBOYS GOODFELLOW | ||||||
| 1927 ROSA PARKS BLVD | DETROIT | MI | 48216 | GENERAL SUPPORT | $1,500 | |
| OUR LADY STAR OF THE SEA | ||||||
| 467 FAIRFORD RD | GROSSE POINTE WOODS | MI | 48236 | GENERAL SUPPORT | $10,000 | |
| PHILADELPHIA BOYS CHOIR & CHORALE | ||||||
| 1336 SPRING GARDEN ST | PHILADELPHIA | PA | 19123 | GENERAL SUPPORT | $1,000 | |
| POPE FRANCIS CENTER | ||||||
| 438 ST ANTOINE ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $1,000 | |
| RACQUET UP DETROIT | ||||||
| 18100 MEYERS RD | DETROIT | MI | 48235 | GENERAL SUPPORT | $2,500 | |
| REGENTS OF UNIVERSITY OF MICHIGAN | ||||||
| 503 THOMPSON ST | ANN ARBOR | MI | 48109 | GENERAL SUPPORT | $3,750 | |
| REGINA HIGH SCHOOL | ||||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | GENERAL SUPPORT | $17,500 | |
| RIVER ROUGE HIGH SCHOOL | ||||||
| 1460 W COOLIDGE HWY | RIVER ROUGE | MI | 48218 | GENERAL SUPPORT | $6,500 | |
| ROMEO RED SOX | ||||||
| GAME CHANGER | ROMEO | MI | 48065 | GENERAL SUPPORT | $1,000 | |
| SACRED HEART ACADEMY | ||||||
| 1250 KENSINGTON RD | BLOOMFIELD HILLS | MI | 48304 | GENERAL SUPPORT | $2,000 | |
| SACRED HEART MAJOR SEMINARY | ||||||
| 2701 CHICAGO BLVD | DETROIT | MI | 48206 | GENERAL SUPPORT | $25,000 | |
| SAGA EDUCATORS | ||||||
| 32 LAKE SHORE DRIVE | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,000 | |
| SERVICES FOR OLDER CITIZENS | ||||||
| 158 RIDGE ROAD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $12,000 | |
| ST ANN'S CATHOLIC CHURCH | ||||||
| 32000 MOUND RD | WARREN | MI | 48092 | GENERAL SUPPORT | $2,500 | |
| ST CLARE OF MONTEFALCO | ||||||
| 16231 CHARLEVOIX ST | GROSSE POINTE PARK | MI | 48230 | GENERAL SUPPORT | $10,000 | CATHOLIC SCHOOL |
| ST FRANCIS HIGH SCHOOL | ||||||
| 123 E ELEVENTH ST | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $2,500 | |
| ST JOAN OF ARC SCHOOL | ||||||
| 22412 OVERLAKE ST | ST CLAIR SHORES | MI | 48080 | GENERAL SUPPORT | $10,000 | |
| ST MARY'S CHURCH | ||||||
| 646 MONROE | DETROIT | MI | 48226 | GENERAL SUPPORT | $2,000 | |
| ST PAUL CATHOLIC CHURCH | ||||||
| 157 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $11,000 | |
| ST THECLA CATHOLIC SCHOOL | ||||||
| 20762 S NUNNELEY RD | CLINTON TOWNSHIP | MI | 48035 | GENERAL SUPPORT | $3,000 | |
| THE HELM AT THE BOLL LIFE CENTER | ||||||
| 158 RIDGE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $6,000 | |
| TRAVERSE CITY CENTRAL HIGH SCHOOL | ||||||
| 1150 MILLIKEN DR | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY LIGGETT SCHOOL | ||||||
| 1045 COOK ROAD | GROSSE POINTE | MI | 48236 | GENERAL SUPPORT | $15,000 | |
| UNIVERSITY OF DETROIT JESUIT | ||||||
| 8400 N CAMBRIDGE AVE | DETROIT | MI | 48221 | GENERAL SUPPORT | $22,500 | |
| UNIVERSITY OF DETROIT MERCY | ||||||
| 4001 W MCNICHOLS | DETROIT | MI | 48221 | GENERAL SUPPORT | $20,000 | |
| VANDERBILT UNIVERSITY | ||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | GENERAL SUPPORT | $32,500 | |
| VISTA MARIA | ||||||
| 20651 W WARREN ST | DEARBORN HEIGHTS | MI | 48127 | GENERAL SUPPORT | $5,000 | |
| WAYNE STATE UNIV - WOMEN'S SPORTS | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | GENERAL SUPPORT | $15,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | EVAN OROS | $500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48202 | NOAH OROS | $500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | GENERAL SUPPORT | $267,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | BAND UNIFORMS | $5,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | BAYLOR, PARRISH | $23,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | JUSTIN CARRIER | $1,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | JORDAN CONTI | $1,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | ELEVATOR | $50,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | FOOTBALL ENDOWMENT | $5,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | FOURNIER ENDOWMENT | $85,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | FREER HOUSE | $1,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | KEITH CENTER | $1,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | KELYN MCKNIGHT | $2,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | MEDICAL SCHOOL | $12,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | MEN'S BASKETBALL | $6,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | PARRISH SCHOLARSHIP | $10,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | PHASE III | $25,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | SEAN MONAGH | $2,500 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | SPORTS ENDOWMENT | $25,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | TRAMMELL SCHOLARSHIP | $10,500 | |
| WAYNESBURG UNIVERSITY | ||||||
| 51 W COLLEGE STREET | WAYNSEBURG | PA | 15370 | GENERAL SUPPORT | $5,000 | |
| WINNING FUTURES | ||||||
| 27500 COSGROVE DR | WARREN | MI | 48092 | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,217,781 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,609 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,582 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,577 | 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 | $2,266,383 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 900 APPLE STOCK | $172,269 | 2018-11-15 |
| 1 | 200 MCDONALDS STOCK | $55,635 | 2018-12-06 |
| 1 | 300 CHEVRON STOCK | $35,085 | 2018-11-15 |
| 1 | MORGAN STANLEY CD | $99,876 | 2018-12-28 |
| 1 | 760 EXXON MOBIL STOCK | $59,424 | 2018-11-15 |
| 1 | GOLDMAN SACHS CD | $199,782 | 2018-12-28 |
| 1 | 2000 MICROSOFT STOCK | $224,180 | 2018-12-03 |
| 1 | MUFG UN CD | $99,868 | 2018-12-28 |
| 1 | 500 INTEL CORP. STOCK | $24,185 | 2018-12-06 |
| 1 | MORGAN STANLEY CD | $99,865 | 2018-12-28 |
| 1 | 660 JOHNSON & JOHNSON STOCK | $96,301 | 2018-12-06 |
| 1 | BEAL BANK CD | $64,913 | 2018-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,316 | Amt |
| Net Investment Income | $7,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,658 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER EQUITIES | ||
| ALTRIA GROUP I | $14,550 | $9,878 |
| ALPHABET INC SHS CL A | $92,417 | $122,260 |
| AT&T INC | $54,334 | $44,237 |
| AMERICAN EXPRESS COMPANY | $12,533 | $19,064 |
| AMGEN INC COM | $44,867 | $58,401 |
| APPLE INC | $114,830 | $197,490 |
| BB&T CORPORATION | $9,197 | $12,996 |
| BAXTER INTERNATIONAL INC | $19,041 | $32,910 |
| BERKSHIRE HATHAWAY INC | $14,268 | $20,418 |
| CSX CORP | $24,250 | $43,491 |
| CIGNA CORP REG SHS | $13,300 | $13,864 |
| CHEVRON CORP | $83,892 | $84,312 |
| CATERPILLAR INC DEL | $48,684 | $63,535 |
| DEERE CO | $32,263 | $59,668 |
| DISNEY WALT CO COM | $61,253 | $65,790 |
| EXXON MOBIL CORP | $205,093 | $167,747 |
| ECOLAB INC | $48,119 | $73,675 |
| GENL DYNAMICS CORP COM | $57,374 | $62,884 |
| HUNTINGTON BANCSHS INC MD | $7,102 | $5,960 |
| INTEL CORP | $56,666 | $93,860 |
| INTL BUSINESS MACHINES CORP IBM | $90,487 | $68,202 |
| INVESCO LTD | $13,347 | $8,872 |
| JPMORGAN CHASE & CO | $30,441 | $39,048 |
| JOHNSON AND JOHNSON COM | $102,898 | $110,983 |
| ELI LILLY & CO | $54,643 | $98,362 |
| METLIFE INC COM | $27,457 | $28,742 |
| MERCK AND CO INC SHS | $43,037 | $53,487 |
| MCDONALDS CORP COM | $34,869 | $53,271 |
| MICROSOFT CORP | $167,206 | $355,495 |
| ORACLE CORP DEL | $15,700 | $18,060 |
| PHILIP MORRIS INTL INC | $28,839 | $20,028 |
| PEPSICO INC | $244,354 | $276,200 |
| PFIZER INC | $33,090 | $43,650 |
| QUALCOMM INC | $21,125 | $22,764 |
| ANTHEM INC | $14,829 | $65,658 |
| STRYKER CORP | $82,867 | $109,725 |
| TARGET CORP COM | $35,324 | $39,654 |
| UNION PACIFIC CORP | $42,761 | $69,115 |
| VALERO ENERGY CORP NEW | $40,225 | $59,976 |
| VERIZON COMMUNICATIONS COM | $45,083 | $56,220 |
| VISA INC CL A SHRS | $13,363 | $92,358 |
| WALMART INC | $40,536 | $55,890 |
| MFS INTERNATIONAL NEW DISCOVERY FD | $134,545 | $175,261 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $4,212 | LegalFeesAmt |
| Net Investment Income | $2,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,106 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| EOYFMV | $7,939 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SHIPPING & STORAGE | $169 | $84 | $85 |
| MISC EXPENSES | $12,337 | $6,168 | $6,169 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT TO STOCK INVESTMENTS | Desc |
| Amt | $187,546 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $11,250 | Amt |
| Net Investment Income | $5,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,625 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX | $267 | $267 | |
| LICENSE FEES | $20 | $10 | $10 |
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