PULTE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PULTE FAMILY CHARITABLE FOUNDATION INC (EIN 38-2923581)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-25
- IRS object ID
- 201932069349100808
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-25T14:03:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 27400 NORTHWESTERN HIGHWAY | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | 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 | 382923581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULTE FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PULT | BusinessNameControlTxt |
| Phone | 5613943431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1239 COCOANUT ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY RICKARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613943431 | PhoneNum |
| Signature | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF ECKLES | PreparerPersonNm |
| PTIN | P00200032 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Preparation | 2019-07-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-22 | IPDt |
| IP Tm | 14:31:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1AF7F5DB2D7F8E2FA1D7C4308CF35434D5DF569C | 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 | $8,843,929 | 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 | $4,750,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,104,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,104,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,104,008 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,917,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,167,362 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $1,490 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $745 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,596 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $469 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,078 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,083 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,637,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,167,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,083 | CashBOYAmt |
| Cash EOY | $4,998,695 | CashEOYAmt |
| Cash EOYFMV | $4,998,695 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,203,857 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $469 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $5,153 | LandEOYAmt |
| Land EOYFMV | $5,153 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,636,224 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,636,224 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,640,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,843,929 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $485,418 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $485,418 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $485,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $485,418 | 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 | -$483,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,154,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$483,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,154,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,640,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$483,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,637,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,154,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,154,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 20,000 SHS PULTEGROUP | 2006-11-24 | 2018-04-27 | $620,636 | $620,636 | $620,636 |
| 20,000 SHS PULTEGROUP | 2006-11-24 | 2018-04-30 | $620,244 | $620,244 | $620,244 |
| 20,000 SHS PULTEGROUP | 2006-11-24 | 2018-05-07 | $621,443 | $621,443 | $621,443 |
| 20,000 SHS PULTEGROUP | 2006-11-24 | 2018-05-10 | $621,693 | $621,693 | $621,693 |
| 20,000 SHS PULTEGROUP | 2006-11-24 | 2018-05-29 | $619,992 | $619,992 | $619,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,104,008 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,778,515 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,473 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,806,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051473 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,532 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,909,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,855,212 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045531 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,370 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,730,342 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034197 | DistributionYr5Rt |
| Total Distribution | 0.216552 | TotalDistributionRt |
| Average Distribution | 0.043310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,891,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $243,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,452 | 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 | $31,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,154 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,154 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,480 | OverpaymentAmt |
| Applied To ES Tax | $4,480 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | NANCY RICKARD | IndividualWithBooksNm |
| Phone | 5613943431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1239 COCOANUT ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J PULTE - THROUGH 0318 | ||||||||
| 8615 THOMAS JEFFERSON CT | NAPLES | FL | 34108 | DIRECTOR/ VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN J PULTE | ||||||||
| 8615 THOMAS JEFFERSON CT | NAPLES | FL | 34108 | DIRECTOR/ VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| NANCY P RICKARD | ||||||||
| 1239 COCOANUT ROAD | BOCA RATON | FL | 33432 | DIRECTOR/ PRESIDENT | 18.00 | $0 | $0 | $0 |
| MARK T PULTE | ||||||||
| 41 SE 5TH STREET | BOCA RATON | FL | 33432 | DIRECTOR/ SEC-TREAS | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $2,298,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,666,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,965,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,965,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,891,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,674 | TotalTaxAmt |
| Distributable Before Adj | $212,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $212,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $212,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,452 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31,674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $234,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,680 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,680 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $134,113 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J PULTE - THROUGH 0318 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 492-C CEDAR LANE PMB 127 | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | PROMOTE INCLUSION AND DIALOGUE | $20,000 |
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||
| 19800 PEMBROKE AVE | DETROIT | MI | 48219 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $15,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $25,000 |
| GOOD SHEPHERD COALITION | |||||||
| 196 NORTH ROSE STREET ROOM 31 | MOUNT CLEMENS | MI | 48043 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $15,000 |
| LOURDES SENIOR COMMUNITY | |||||||
| 2300 WATKINS LAKE ROAD | WATERFORD | MI | 48328 | NONE | PUBLIC CHARITY | SUPPORT FOR SENIORS | $15,000 |
| LOYOLA HIGH SCHOOL | |||||||
| 15325 PINEHURST | DETROIT | MI | 48238 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| OLD ST MARY'S CHURCH | |||||||
| 664 MONROE | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $10,000 |
| OUR LADY OF GOOD COUNSEL | |||||||
| 20103 JOANN | DETROIT | MI | 48205 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $10,000 |
| OUR LADY OF THE ROSARY | |||||||
| 5930 WOODWARD AVE | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $15,000 |
| ST CHARLES BORROMEO | |||||||
| 1491 BALDWIN STREET | DETROIT | MI | 48214 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $10,000 |
| ST ELIZABETH | |||||||
| 3138 E CANFIELD | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $15,000 |
| ST LEO'S SOUP KITCHEN | |||||||
| 4830 15TH STREET | DETROIT | MI | 48208 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $25,000 |
| ST PATRICK'S SENIOR CENTER | |||||||
| 58 PARSONS ST | DETROIT | MI | 48201 | NONE | PUBLIC CHARITY | SUPPORT FOR SENIORS | $25,000 |
| ST RAYMOND'S PARISH | |||||||
| 20103 JOANN AVE | DETROIT | MI | 48205 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS AND POOR | $10,000 |
| YOUTH MENTORING WORLDWIDE | |||||||
| 116 S MITCHELL ST | CADILLAC | MI | 49601 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,104,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,167,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,167,362 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN B PULTE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3466 BLOOMFIELD CLUB DRIVE | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & CONSULTING | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2018-11-14 | AcquiredDt |
| Cost Or Other Basis | $5,622 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 3.000000000000 | LifeRt |
| Current Year Expense | $469 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 46,320 SHS OF PULTE CORPORATION | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $1,203,857 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN CREEK, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,000,000 | BookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $5,622 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $469 | AccumulatedDepreciationAmt |
| Book Value | $5,153 | BookValueAmt |
| EOYFMV | $5,153 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $7,193 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,596 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | KAREN J PULTE | LenderPersonNm |
| Loan Original | $485,418 | LoanOriginalAmt |
| Balance Due | $485,418 | BalanceDueAmt |
| Note | 2017-06 | NoteDt |
| Loan Maturity | 2019-12 | LoanMaturityDt |
| Repayment Terms | PAYABLE ON DEMAND | RepaymentTermsTxt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | TO PAY CONTRIBUTIONS UNTIL FINANCING CAN BE OBTAINED | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,636,224 | EOYBookValueAmt |
| EOYFMV | $1,636,224 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $640 | $0 | $320 |
| INSURANCE | $2,567 | $0 | $1,284 |
| OFFICE EXPENSE | $258 | $0 | $129 |
| DUES | $2,700 | $0 | $1,350 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN B PULTE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3466 BLOOMFIELD CLUB DRIVE | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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