BETA

LYLE AND DIANE VICTOR FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LYLE AND DIANE VICTOR FOUNDATION (EIN 38-3497934)
Tax period
2016-08-01 to 2017-07-31
Filed
2018-07-11
IRS object ID
201841929349100604
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-11T12:24:49-04:00ReturnTs
Tax Period End2017-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383070259PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEIN ROUFF & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132300 NORTHWESTERN HIGHWAY SUITE 2AddressLine1Txt
CityFARMINGTON HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48334ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383497934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYLE AND DIANE FOUNDATIONBusinessNameLine1Txt
Business Name Line2MEDICAL RESEARCH FOUNDATION OF MIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLYLEBusinessNameControlTxt
Phone2488519614PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYLE D VICTORPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2488519614PhoneNum
Signature2018-01-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C ROUFF CPAPreparerPersonNm
PTINP01325001PTIN
Phone2487374200PhoneNum
Preparation2018-06-29PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,976FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$989DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,547NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,397GrossSalesPriceAmt
Total Rev And Expnss$11,536TotalRevAndExpnssAmt
Total Net Invst Incm$989TotalNetInvstIncmAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$95TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,544ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,544ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,639TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,544TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,103ExcessRevenueOverExpensesAmt
Net Investment Income$989NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,201SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,948SavAndTempCashInvstEOYAmt
Corporate Stock BOY$24,161CorporateStockBOYAmt
Corporate Stock EOY$21,311CorporateStockEOYAmt
Other Assets EOYFMV$50,976OtherAssetsEOYFMVAmt
Total Assets BOY$27,362TotalAssetsBOYAmt
Total Assets EOY$23,259TotalAssetsEOYAmt
Total Assets EOYFMV$50,976TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$27,362UnrestrictedBOYAmt
Unrestricted EOY$23,259UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$27,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,103ExcessRevenueOverExpensesAmt
Subtotal$23,259SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,259TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,390AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$59,072NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.125102DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,937AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$77,128NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.297389DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,320AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$72,395NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073486DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,310AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$50,138NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.085963DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,053AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$40,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.348917DistributionYr5Rt
Total Distribution0.930857TotalDistributionRt
Average Distribution0.186171AverageDistributionRt
Net Vl Noncharitable Assets$50,043NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,317AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,327AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,544QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Subtotal$10SubtotalAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Tax Due$10TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYLE VICTORIndividualWithBooksNm
Phone2488519614PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYLE D VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301DIRECTOR0.00$0$0$0
DIANE A VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301DIRECTOR0.00$0$0$0
NADINE E VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301DIRECTOR0.00$0$0$0
NATALIE N VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$48,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,805TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$50,805AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,043NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,502MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$2,492DistributableBeforeAdjAmt
Distributable Before Ded$2,492DistributableBeforeDedAmt
Distributable As Adjusted$2,492DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,544ExpensesAndContributionsAmt
Qualifying Distributions$15,544QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,534AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,492DistributableAsAdjustedAmt
Qualifying Distributions$15,544QualifyingDistributionsAmt
Applied To Current Year$2,492AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,052RemainingDistriFromCorpusAmt
Total Corpus$13,052TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,052ExcessDistriCyovToNextYrAmt
Excess From Current Year$13,052ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerLYLE D VICTORShareholderManagerNm
Shareholder ManagerDIANE VICORShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYLE AND DIANE VICTOR FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2488553540RecipientPhoneNum
Form And Info And MaterialsALL REQUESTS MUST BE IN WRITING AND CONTAIN AMOUNT OF REQUEST, REASON FOR REQUEST, IRS LETTER RULING SHOWING 501(C)(3) STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST BE FOR RELIGIOUS, CHARITABLE, EDUCATIONAL OR SCIENTIFIC ENDEAVORS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEMPLE BETH EL
7400 TELEGRAPH ROADBLOOMFIELD HILLSMI48301501C3HUMANITY$3,394
MOVEMBER
PO BOX 1594CULVER CITYCA90232501C3MENS HEALTH PROGRAMS$50
U OF M ALUMNI
200 FLETCHER STREETANN ARBORMI48109501C3CAMP MICHIGANIA$600
BLOOMFIELD HILLS SCHOOLS
7273 WING LAKE RDBLOOMFIELD HILLSMI48301501C3THE BETTERMENT OF HUMANITY$11,000
KADIMA
15999 W TWELVE MILE RDSOUTHFIELDMI48076501C3THE BETTERMENT OF HUMANITY$100
HOMES FOR AUTISM
PO BOX 904BIRMINGHAMMI48012THE BETTERMENT FOR HUMANITY$100
RACQUET UP DETROIT
18100MEYERS RDDETROITMI48235THE BETTERMENT FOR HUMANITY$100
NEW LONDON HOMELESS
730 STATE PIER RDNEW LONDONCT06320THE BETTERMENT OF HUMANITY$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,544TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$989ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,547RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$989ExclusionAmt
Related Or Exempt Function Incm$10,547RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,536TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
3M COMPANYPURCHASE2016-08$9,042$1,889$8$7,145
3M COMPANYPURCHASE2017-02$4,355$945$8$3,402

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
COMMON STOCK$11,234
UNIT TRUSTS$10,077

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
EOYFMV$50,976EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FUNDRAISING STAFF$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAX$25
LICENSE FEES$20

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