DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION (EIN 38-3312705)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-17
- IRS object ID
- 201841079349101214
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T13:36:13-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823890663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mike Dodd CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 16th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 Foundation | BusinessNameLine1Txt |
| Business Name Line2 | 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 No 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 | Secretary | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2018-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Dodd | PreparerPersonNm |
| PTIN | P00325633 | PTIN |
| Phone | 6153229600 | PhoneNum |
| Preparation | 2018-04-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,273,873 | 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 | $1,410,002 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $754,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,014 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,565,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $259,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,428 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,214 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,214 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $918 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $919 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,677 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,838 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,839 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,850 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,925 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,925 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $415,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,090,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,090,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,506,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,168,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $598,988 | CashEOYAmt |
| Cash EOYFMV | $598,988 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $312,958 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,504,229 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,327,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,674,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,867,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,926,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,273,873 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,000 | AccountsPayableBOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $20,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $540,077 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,077 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,307,493 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,366,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,847,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,906,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,867,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,926,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,847,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,906,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,906,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Merrill Lynch Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $754,638 | GrossSalesPriceAmt |
| Cost Or Other Basis | $690,624 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,014 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,014 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,014 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $894,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,196 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,770,321 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,406 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,675,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068547 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,131 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,223,515 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,157 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,311,136 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065712 | DistributionYr5Rt |
| Total Distribution | 0.295607 | TotalDistributionRt |
| Average Distribution | 0.059121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,232,543 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,232 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $771 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,168,796 | 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 | $771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,787 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,787 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,016 | OverpaymentAmt |
| Applied To ES Tax | $1,016 | 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 |
| 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 | S Gary Spicer Sr | IndividualWithBooksNm |
| Phone | 3138849700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
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 Avenue Suite 5 | Grosse Pointe | MI | 48230 | President | 15.00 | $220,000 | $0 | $0 |
| Barbara Duchene | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Secretary | 0.25 | $12,000 | $0 | $0 |
| David Wind | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Treasurer, Trustee | 0.25 | $27,000 | $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 | $3,809,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,296,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,296,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,232,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $210,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,168,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,168,796 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $771 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,168,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,868 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $895,645 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,132,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,168,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $957,940 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,089,998 | 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 | $22,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,067,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,627 | ExcessFromYear4Amt |
| Excess From Year3 | $51,868 | ExcessFromYear3Amt |
| Excess From Year2 | $118,482 | ExcessFromYear2Amt |
| Excess From Year1 | $895,645 | ExcessFromYear1Amt |
| Excess From Current Year | $957,940 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Adrian College | |||||
| 110 S Madison Street | Adrian | MI | 49221 | General Support | $5,000 |
| Alzheimer's Association | |||||
| 478 Craighead St Suite 200 | Nashville | TN | 37204 | General Support | $100 |
| Archdiocese of Detroit Catholic HS League | |||||
| 12 State Street | Detroit | MI | 48226 | General Support | $79,000 |
| Austin High School | |||||
| 25925 23 Mile Road | Chesterfield | MI | 48051 | General Support | $2,500 |
| Capuchin Soup Kitchen | |||||
| 1264 Meldrum St | Detroit | MI | 48207 | General Support | $1,000 |
| Catholic Central High School | |||||
| 27225 Wixom Road | Novi | MI | 48374 | General Support | $2,000 |
| Charles H Wright Museum | |||||
| 315 East Warren Avenue | Detroit | MI | 48201 | General Support | $10,000 |
| Cherryland Humane Society | |||||
| 1750 Ahlberg Rd | Traverse City | MI | 49696 | General Support | $3,500 |
| Cristo Rey Community Central | |||||
| 1717 N High Street | Lansing | MI | 48906 | General Support | $2,500 |
| Cristo Rey Community Central | |||||
| 1717 N High Street | Lansing | MI | 48906 | General Support | $2,500 |
| DAC Foundation | |||||
| 241 Madison Avenue | Detroit | MI | 48226 | General Support | $25,000 |
| Detroit Catholic Central | |||||
| 27225 Wixom Road | Novi | MI | 48374 | General Support | $1,500 |
| Edsel & Eleanor Ford House | |||||
| 1100 Lake Shore Rd | Grosse Pointe | MI | 48236 | General Support | $1,000 |
| Family Circle | |||||
| 1050 Wilshire Street Suite 330 | Troy | MI | 48084 | General Support | $1,000 |
| Father Fred Foundation | |||||
| 826 Hastings St | Traverse City | MI | 49686 | General Support | $2,000 |
| Fort Street Presbyterian Church | |||||
| 631 W Fort Street | Detroit | MI | 48226 | General Support | $1,000 |
| Grosse Pointe Academy | |||||
| 171 Lake Shore Road | Grosse Pointe Farms | MI | 48236 | General Support | $5,000 |
| Grosse Pointe Academy | |||||
| 171 Lake Shore Road | Grosse Pointe Farms | MI | 48236 | General Support | $5,000 |
| Grosse Pointe Library Foundation | |||||
| 10 Kercheval Ave | Grosse Pointe Farms | MI | 48236 | General Support | $2,000 |
| Grosse Pointe North High School | |||||
| 707 Vernier Rd | Grosse Pointe Woods | MI | 48236 | General Support | $2,500 |
| Grosse Pointe South Dugout Club | |||||
| 11 Grosse Pointe Blvd | Grosse Pointe Farms | MI | 48236 | General Support | $5,000 |
| Grosse Pointe Theatre | |||||
| 315 Fisher Rd | Grosse Pointe Farms | MI | 48236 | General Support | $20,000 |
| Grosse Pointe War Memorial | |||||
| 32 Lake Shore Rd | Grosse Pointe | MI | 48236 | General Support | $46,000 |
| Guest House | |||||
| 1601 Joslyn Road | Lake Orion | MI | 48360 | General Support | $10,000 |
| Henry Ford Estate | |||||
| 1 Fair Lane Dr | Dearborn | MI | 48128 | General Support | $2,500 |
| Hillsdale College | |||||
| 33 E College St | Hillsdale | MI | 49242 | General Support | $7,500 |
| House of the Good Shepherd | |||||
| 1550 Champlin Avenue | Utica | NY | 13502 | General Support | $2,500 |
| Jalen Rose Leadership Academy | |||||
| 15000 Trojan Street | Detroit | MI | 48235 | General Support | $2,500 |
| Jimmy Everest Center for Cancer | |||||
| 1200 Childrens Avenue | Oklahoma City | OK | 73104 | General Support | $5,000 |
| Kirk Gibson Foundation | |||||
| 16845 Kercheval Suite 5 | Grosse Pointe | MI | 48230 | General Support | $17,500 |
| Loyola High School | |||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | General Support | $2,500 |
| Macomb Comm ColleteAngelica Jarema Scholarship | |||||
| 14500 Twelve Mile Blvd | Warren | MI | 48088 | General Support | $1,000 |
| Macomb Comm ColleteMegan Muscat Scholarship | |||||
| 14500 Twelve Mile Blvd | Warren | MI | 48088 | General Support | $1,500 |
| Madonna University | |||||
| 36600 Schoolcraft Road | Livonia | MI | 48150 | General Support | $10,000 |
| Meharry Medical College | |||||
| 1005 Dr DB Todd Jr Blvd | Nashville | TN | 37208 | General Support | $2,500 |
| Meharry Medical College | |||||
| 1005 Dr DB Todd Jr Blvd | Nashville | TN | 37208 | General Support | $2,500 |
| Mercy High School | |||||
| 29300 W 11 Mile Rd | Farmington | MI | 48336 | General Support | $15,000 |
| Michigan Humane Society | |||||
| 900 N Newburgh Rd | Westland | MI | 48185 | General Support | $3,500 |
| Michigan State University-Jordan Thimm | |||||
| 220 Trowbridge Road | East Lansing | MI | 48824 | General Support | $1,000 |
| Michigan State UniversityAbigayle Bergeron Sch | |||||
| 220 Trowbridge Road | East Lansing | MI | 48824 | General Support | $2,500 |
| Michigan State UniversityConnor Wood Scholarship | |||||
| 220 Trowbridge Road | East Lansing | MI | 48221 | General Support | $1,522 |
| Mighican State University - Jacob Zionkowski Scholarship | |||||
| 220 Trowbridge Road | East Lansing | TN | 37235 | General Support | $1,000 |
| Munson Medical Center Foundation | |||||
| 1105 6th St | Traverse City | MI | 49684 | General Support | $2,000 |
| NCCU Foundation | |||||
| 1801 Fayetteville Street | Durham | NC | 27707 | General Support | $2,500 |
| North Carolina Central University | |||||
| 1801 Fayetteville Street | Durham | NC | 27707 | General Support | $2,500 |
| Our Lady Star of the Sea | |||||
| 5411 Amboy Rd | Staten Island | NY | 10312 | General Support | $2,500 |
| Raquet Up Detroit | |||||
| 18100 Meyers Rd | Detroit | MI | 48235 | General Support | $5,000 |
| Regina High School | |||||
| 13900 Masonic Blvd | Warren | MI | 48088 | General Support | $5,000 |
| Rose Hill Foundation | |||||
| 5130 Rose Hill Blvd | Holly | MI | 48442 | General Support | $1,000 |
| Sacred Heart Major Seminary | |||||
| 2701 Chicago Blvd | Detroit | MI | 48206 | General Support | $2,500 |
| Sacred Heart Major Seminary | |||||
| 2701 Chicago Blvd | Detroit | MI | 48206 | General Support | $7,500 |
| Services for Older Citizens | |||||
| 185 Ridge Rd | Grosse Pointe Farms | MI | 48236 | General Support | $10,000 |
| St Francis High School | |||||
| 2130 W Roosevelt Rd | Wheaton | IL | 60187 | General Support | $1,000 |
| St Joseph Catholic Church | |||||
| 1225 Gallatin Pike South | Madison | TN | 37115 | General Support | $1,000 |
| St Jude Childrens Research Hospital | |||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | General Support | $200 |
| St Mary's Church | |||||
| 646 Monroe Ave | Detroit | MI | 48226 | General Support | $2,500 |
| St Patrick Senior Center Inc | |||||
| 58 Parsons St | Detroit | MI | 48201 | General Support | $2,500 |
| St Paul Catholic Church | |||||
| 438 St Antoine St | Detroit | MI | 48226 | General Support | $4,000 |
| St Paul Catholic Church | |||||
| 4800 Woodward Avenue | Detroit | MI | 48202 | General Support | $2,500 |
| Ted Lindsay Foundation | |||||
| 1819 E Big Beaver Rd 200 | Troy | MI | 48083 | General Support | $2,500 |
| Tri County Office of Aging | |||||
| 5303 S Cedar St | Lansing | MI | 48911 | General Support | $2,500 |
| University Liggett School | |||||
| 1045 Cook Road | Grosse Pointe Woods | MI | 48236 | General Support | $2,500 |
| University Liggett School | |||||
| 1045 Cook Road | Grosse Pointe Woods | MI | 48236 | General Support | $5,000 |
| University of Detroit Mercy | |||||
| 4001 W McNichols Rd | Detroit | MI | 48221 | General Support | $60,000 |
| Vanderbilt University Medical Center | |||||
| 1211 Medical Center Drive | Nashville | TN | 37232 | General Support | $40,000 |
| Villanova University | |||||
| 800 E Lancaster Avenue | Villanova | PA | 19085 | General Support | $2,500 |
| Wayne State University | |||||
| 42 W Warren Ave | Detroit | MI | 48202 | General Support | $596,500 |
| Waynesburg University | |||||
| 51 W College Street | Waynesburg | PA | 15370 | General Support | $2,500 |
| Winning Futures | |||||
| 27500 Cosgrove Dr | Warren | MI | 48092 | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,090,322 | 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 | $91,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,543 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Investment income as a result of securities account. |
| 8 | Investment income as a result of securities account. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Accounting | CategoryTxt |
| Amt | $24,428 | Amt |
| Net Investment Income | $12,214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,214 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,327,860 | EOYBookValueAmt |
| EOYFMV | $3,674,885 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Luncheon | $5,788 | $2,894 | $2,894 |
| Postage | $288 | $144 | $144 |
| Bank Fees | $150 | $75 | $75 |
| Foundation Expenses | $3,477 | $1,738 | $1,739 |
| DC Sports | $200 | $100 | $100 |
| 2016 Grants Cashed | $15,000 | $7,500 | $7,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting | CategoryTxt |
| Amt | $62,250 | Amt |
| Net Investment Income | $31,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Michigan | $20 | $10 | $10 |
| Foreign Dividend Withholdings | $767 | $383 | $384 |
| Tax Payment | $1,050 | $525 | $525 |
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