DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DORIS J DUCHENE AND DONALD L DUCHENE SR FOUNDATION (EIN 38-3312705)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-08
- IRS object ID
- 201731599349100013
- Schema version
- 2016v3.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-08T13:50:10-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 888 W BIG BEAVER RD STE 890 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KUDLA | PreparerPersonNm |
| PTIN | P01546972 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2017-06-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A8243B15880949CEE41C934FDB8C21EEF49224FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8243B15880949CEE41C934FDB8C21EEF49224FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,386,282 | 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 | $1,746,612 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,786 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,750 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,061 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,384 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,965,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,997 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,498 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,450 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,469 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $774 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $378 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $224,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $671,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $671,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $895,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,020,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $391,138 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $312,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,958 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $868,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,504,229 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,022,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $50,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,357 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,259,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,867,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,386,282 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $33,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $33,000 | 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 |
| Retained Earning BOY | $686,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,307,493 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,226,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,847,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,259,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,867,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,226,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,020,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $600,706 | OtherIncreasesAmt |
| Subtotal | $2,847,570 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,847,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KRAFT FOODS INC. 4.125% 2-9-16 | P | 2014-02-24 | 2016-02-06 | $25,000 | $25,000 | ||
| CITIGROUP INC. 1.70% | P | 2014-02-14 | 2016-07-25 | $25,000 | $25,000 | ||
| DELL TECHNOLOGIES INC. | P | 2014-12-03 | 2016-10-07 | $1,563 | $1,961 | -$398 | -$398 |
| PFIZER INC. | P | 2016-01-15 | 2016-03-09 | $29,334 | $30,633 | -$1,299 | -$1,299 |
| KELLOGG CO. | P | 2013-02-12 | 2016-07-19 | $25,909 | $17,896 | $8,013 | $8,013 |
| ITC HOLDINGS CORP. | P | 2012-02-01 | 2016-10-17 | $15,269 | $8,400 | $6,869 | $6,869 |
| PIMCO HIGH YIELD FD | P | 2011-06-01 | 2016-03-29 | $19,994 | $22,881 | -$2,887 | -$2,887 |
| SCHLUMBERGER LTD. | P | 2012-02-01 | 2016-07-19 | $9,471 | $8,643 | $828 | $828 |
| ITC HOLDINGS CORP. | P | 2012-05-01 | 2016-10-17 | $16,657 | $8,341 | $8,316 | $8,316 |
| PIMCO HIGH YIELD FD | P | 2011-06-01 | 2016-03-29 | $2 | $2 | ||
| SCHLUMBERGER LTD. | P | 2012-05-01 | 2016-07-19 | $12,628 | $11,209 | $1,419 | $1,419 |
| PIMCO HIGH YIELD FD | P | 2011-06-01 | 2016-10-07 | $7 | $7 | ||
| PIMCO HIGH YIELD FD | P | 2013-02-25 | 2016-03-29 | $4 | $5 | -$1 | -$1 |
| ARES CAPITAL CORP. | P | 2016-06-15 | 2016-08-08 | $15,329 | $14,297 | $1,032 | $1,032 |
| PIMCO HIGH YIELD FD | P | 2011-06-01 | 2016-10-07 | $56,879 | $61,121 | -$4,242 | -$4,242 |
| CALIFORNIA RESOURCES | P | 2012-02-01 | 2016-03-29 | $43 | $358 | -$315 | -$315 |
| PROSPECT CAPITAL CORP. | P | 2016-06-15 | 2016-08-08 | $13,037 | $12,355 | $682 | $682 |
| FORTIS INC. | P | 2016-10-27 | $28 | $28 | $28 | ||
| CALIFORNIA RESOURCES | P | 2012-05-01 | 2016-03-29 | $36 | $284 | -$248 | -$248 |
| EMC CORP. | P | 2012-02-01 | 2016-09-07 | $6,975 | $5,742 | $1,233 | $1,233 |
| CALIFORNIA RESOURCES | P | 2013-10-30 | 2016-03-29 | $36 | $337 | -$301 | -$301 |
| EMC CORP. | P | 2012-05-01 | 2016-09-07 | $8,177 | $6,708 | $1,469 | $1,469 |
| VISA INC. | P | 2012-02-01 | 2016-03-29 | $13,313 | $3,228 | $10,085 | $10,085 |
| EMC CORP. | P | 2014-12-03 | 2016-09-07 | $7,215 | $7,215 | ||
| CALIFORNIA RESOURCES | P | 2015-08-17 | 2016-03-29 | $115 | $544 | -$429 | -$429 |
| MFS INTL NEW DISCOVERY FUND | P | 2012-07-16 | 2016-09-01 | $58,176 | $42,678 | $15,498 | $15,498 |
| JPMORGAN CHASE & CO. | P | 2012-02-01 | 2016-05-06 | $15,519 | $10,680 | $4,839 | $4,839 |
| HARBOR INTL FUND | P | 2009-05-05 | 2016-09-01 | $50,136 | $33,146 | $16,990 | $16,990 |
| JPMORGAN CHASE & CO. | P | 2012-05-01 | 2016-05-06 | $15,214 | $10,231 | $4,983 | $4,983 |
| HARBOR INTL FUND | P | 2012-05-01 | 2016-09-01 | $15,084 | $13,870 | $1,214 | $1,214 |
| BAXALTA INC. | P | 2014-02-10 | 2016-06-03 | $16,157 | $11,104 | $5,053 | $5,053 |
| DELL TECHNOLOGIES INC. | P | 2016-09-19 | $32 | $32 | $32 | ||
| BAXALTA INC. | P | 2014-12-03 | 2016-06-03 | $6,925 | $5,122 | $1,803 | $1,803 |
| DELL TECHNOLOGIES INC. | P | 2012-02-01 | 2016-10-07 | $1,516 | $1,510 | $6 | $6 |
| SHIRE PLC-ADR | P | 2016-06-16 | $17 | $17 | $17 | ||
| DELL TECHNOLOGIES INC. | P | 2012-05-01 | 2016-10-07 | $1,800 | $1,794 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,061 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,597 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,770,321 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,406 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,675,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,131 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,223,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,157 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,311,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065712 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,666 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,173,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062753 | DistributionYr5Rt |
| Total Distribution | 0.358505 | TotalDistributionRt |
| Average Distribution | 0.071701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,990,902 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $214,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,546 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $895,645 | 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 | $1,546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,546 | SubtotalAmt |
| Tax Based On Investment Income | $1,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $799 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,299 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $737 | OverpaymentAmt |
| Applied To ES Tax | $737 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
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 | 5.00 | $135,000 | $0 | $0 |
| BARBARA DUCHENE | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | SECRETARY | 1.00 | $11,000 | $0 | $0 |
| DAVID WIND | ||||||||
| 16845 KERCHEVAL SUITE 5 | GROSSE POINTE | MI | 48230 | TREASURER | 1.00 | $12,000 | $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 | $2,608,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $428,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,036,449 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,036,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,990,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,546 | TotalTaxAmt |
| Distributable Before Adj | $147,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $895,645 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $895,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,546 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $894,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,999 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,466 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $251,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $895,645 | QualifyingDistributionsAmt |
| Applied To Current Year | $147,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $747,646 | RemainingDistriFromCorpusAmt |
| Total Corpus | $999,525 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,466 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $984,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,436 | ExcessFromYear4Amt |
| Excess From Year3 | $43,627 | ExcessFromYear3Amt |
| Excess From Year2 | $51,868 | ExcessFromYear2Amt |
| Excess From Year1 | $118,482 | ExcessFromYear1Amt |
| Excess From Current Year | $747,646 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| ADRIAN COLLEGE | ||||||
| 110 S MADISON ST | ADRIAN | MI | 49221 | GENERAL SUPPORT | $2,500 | |
| ARCHDIOCESE OF DETROIT CATHOLIC HS | ||||||
| 305 MICHIGAN AVE | DETROIT | MI | 48226 | GENERAL SUPPORT | $57,850 | |
| AUSTIN HIGH SCHOOL | ||||||
| 24125 26 MILE RD | RAY | MI | 48096 | GENERAL SUPPORT | $13,000 | |
| BIRMINGHAM BROTHER RICE HIGH SCHOOL | ||||||
| 7101 LAHSER RD | BLOOMFIELD HILLS | MI | 48301 | GENERAL SUPPORT | $1,500 | |
| CAPUCHIN SOUP KITCHEN | ||||||
| 4390 CONNER ST | DETROIT | MI | 48215 | GENERAL SUPPORT | $2,000 | |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 319 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | GENERAL SUPPORT | $6,500 | |
| CHARLES H WRIGHT MUSEUM | ||||||
| 315 EAST WARREN AVENUE | DETROIT | MI | 48201 | GENERAL SUPPORT | $1,500 | OF AFRICAN AMERICAN HISTORY |
| DR CONRAD MAITLAND | ||||||
| 6001 OUTER DRIVE W | DETROIT | MI | 48235 | GENERAL SUPPORT | $2,500 | (UROLOGY AND PARKINSONS RESEARCH) |
| DAC FOUNDATION | ||||||
| 241 MADISON AVENUE | DETROIT | MI | 48226 | GENERAL SUPPORT | $11,000 | |
| EDSEL & ELEANOR FORD HOUSE | ||||||
| 1100 LAKE SHORE ROAD | GROSSE POINTE SHORES | MI | 48228 | GENERAL SUPPORT | $1,000 | |
| EMMANUEL HOUSE | ||||||
| 9616 BRACE STREET | DETROIT | MI | 48228 | GENERAL SUPPORT | $1,000 | |
| FATHER FRED FOUNDATION | ||||||
| 826 HASTINGS | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $3,000 | |
| FORT STREET PRESBYTERIAN CHURCH | ||||||
| 631 W FORT ST | DETROIT | MI | 48226 | GENERAL SUPPORT | $2,500 | |
| KIRK GIBSON FOUNDATION | ||||||
| 16845 KERCHEVAL AVENUE | GROSSE POINTE | MI | 48230 | GENERAL SUPPORT | $20,000 | |
| GOODFELLOWS | ||||||
| 1927 ROSA PARKS BLVD | DETROIT | MI | 48216 | GENERAL SUPPORT | $1,000 | |
| GROSSE POINTE ACADEMY | ||||||
| 171 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $10,000 | |
| GROSSE POINTE NORTH HIGH SCHOOL | ||||||
| 707 VERNIER RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| GROSSE POINTE SOUTH DUGOUT CLUB | ||||||
| 11 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $7,500 | |
| GROSSE POINTE THEATRE | ||||||
| 315 FISHER ROAD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $19,000 | |
| GROSSE POINTE WAR MEMORIAL | ||||||
| 32 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $5,000 | |
| GUEST HOUSE | ||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | GENERAL SUPPORT | $25,000 | |
| JALEN ROSE LEADERSHIP ACADEMY | ||||||
| 15000 TROJAN STREET | DETROIT | MI | 48235 | GENERAL SUPPORT | $2,500 | |
| LOYOLA HIGH SCHOOL | ||||||
| 15325 PINEHURST ST | DETROIT | MI | 48238 | GENERAL SUPPORT | $10,000 | |
| MADONNA UNIVERSITY | ||||||
| 36600 SCHOOLCRAFT RD | LIVONIIA | MI | 48150 | GENERAL SUPPORT | $10,000 | |
| MERCY HIGH SCHOOL | ||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | GENERAL SUPPORT | $25,000 | |
| 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 | $5,000 | |
| OUR LADY STAR OF THE SEA | ||||||
| 467 FAIRFORD RD | GROSSE POINTE WOODS | MI | 48236 | GENERAL SUPPORT | $10,000 | |
| REGINA HIGH SCHOOL | ||||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | GENERAL SUPPORT | $20,000 | |
| SERVICES FOR OLDER CITIZENS | ||||||
| 158 RIDGE ROAD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $21,500 | |
| ST CLARE OF MONTEFALCO | ||||||
| 16231 CHARLEVOIX ST | GROSSE POINTE PARK | MI | 48230 | GENERAL SUPPORT | $19,000 | CATHOLIC SCHOOL |
| ST FRANCIS HIGH SCHOOL | ||||||
| 123 E ELEVENTH ST | TRAVERSE CITY | MI | 49684 | GENERAL SUPPORT | $1,000 | |
| ST JOAN OF ARC SCHOOL | ||||||
| 22412 OVERLAKE ST | ST CLAIR SHORES | MI | 48080 | GENERAL SUPPORT | $10,000 | |
| ST JOSEPH'S CHURCH | ||||||
| 8850 WOODWARD AVENUE | DETROIT | MI | 48202 | GENERAL SUPPORT | $1,000 | |
| ST MARY'S CHURCH | ||||||
| 646 MONROE | 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 | ||||||
| 157 LAKE SHORE RD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $2,500 | |
| ST PAUL CATHOLIC SCHOOL | ||||||
| 170 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | GENERAL SUPPORT | $10,000 | |
| TRAVERSE CITY CENTRAL HIGH SCHOOL | ||||||
| 1150 MILLIKEN DR | TRAVERSE CITY | MI | 49686 | GENERAL SUPPORT | $2,500 | |
| UNIVERSITY LIGGETT SCHOOL | ||||||
| 1045 COOK ROAD | GROSSE POINTE | MI | 48236 | GENERAL SUPPORT | $62,500 | |
| UNIVERSITY OF DETROIT MERCY | ||||||
| 4001 W MCNICHOLS | DETROIT | MI | 48221 | GENERAL SUPPORT | $60,000 | |
| VANDERBILT UNIVERSITY MEDICAL CTR | ||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | GENERAL SUPPORT | $20,000 | |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVENUE | DETROIT | MI | 48202 | GENERAL SUPPORT | $148,000 | |
| WAYNESBURG UNIVERSITY | ||||||
| 51 W COLLEGE STREET | WAYNSEBURG | PA | 15370 | GENERAL SUPPORT | $5,000 | |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | GENERAL SUPPORT | $10,000 | |
| US AIR FORCE ACADEMY | ||||||
| 74102 PINION DRIVE | COLORADO SPRINGS | CO | 80840 | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $671,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,786 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,061 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION SETTLEMENT | 14 | $384 |
| BAXALTA EXCHANGE | 18 | $9,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,270 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| J SCOTT TAYLOR | |||||||
| 1 | 17946 STONEBROOK COURT | NORTHVILLE | MI | 48168 | $5,000 | Yes (X) | |
| QUEST4 SOLUTIONS LLC | |||||||
| 2 | 14200 JOY ROAD | DETROIT | MI | 48228 | $5,000 | Yes (X) | |
| DONALD L DUCHENE SR IRREV TRUST | |||||||
| 3 | 16845 KERCHEVAL AVENUE SUITE 5 | GROSSE POINTE | MI | 48230 | $1,530,637 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 932 SHARES PEPSICO COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $100,181 | FairMarketValueAmt |
| Received | 2016-09-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $20,997 | Amt |
| Net Investment Income | $10,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,498 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHN DEERE CAPITAL CORP | $25,026 | $25,025 |
| HEALTH CARE PPTY INV INC | $25,357 | $25,332 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH | ||
| ALLSTATE CORP | $13,482 | $14,824 |
| ALPHABET INC | $49,701 | $53,094 |
| AMERICAN EXPRESS CO | $12,533 | $14,816 |
| AMGEN INC | $17,917 | $20,469 |
| ANTHEM INC | $14,829 | $35,943 |
| APPLE INC | $61,200 | $99,837 |
| AT&T INC | $61,248 | $74,427 |
| BAXTER INTERNATIONAL | $19,041 | $22,170 |
| BB&T CORPORATION | $9,195 | $14,106 |
| BERSHIRE HATHAWAY | $14,268 | $16,298 |
| BOEING | $13,202 | $15,568 |
| CATERPILLAR INC | $65,023 | $83,466 |
| CENTURYLINK INC | $31,265 | $19,024 |
| CHEVRON CORP | $53,636 | $58,850 |
| CSX CORP | $13,501 | $17,965 |
| DEERE CO | $32,263 | $41,216 |
| DEVON ENERGY CORP | $18,954 | $18,268 |
| DISNEY CO | $61,253 | $62,532 |
| DOMINION RES INC | $44,469 | $45,954 |
| EATON CORP | $12,295 | $13,418 |
| ECOLAS | $48,119 | $58,610 |
| EIL LILLY & CO | $65,897 | $73,550 |
| EXPEDITORS INTERNATIONAL | $9,687 | $13,770 |
| EXPRESS SCRIPTS | $16,258 | $20,637 |
| EXXON MOBIL CORP | $98,123 | $99,286 |
| FORD MOTOR CO | $53,664 | $48,520 |
| FORTIS INC | $16,324 | $15,996 |
| GENERAL ELECTRIC | $106,371 | $126,400 |
| GENERAL MOTORS | $63,024 | $69,680 |
| GENERAL DYNAMICS CORP | $57,374 | $69,064 |
| HOLOGIC INC | $16,813 | $33,701 |
| INTEL CORP | $30,481 | $43,524 |
| INTERNATIONAL BUSINES MACHINES | $83,752 | $99,594 |
| INVESCO LTD | $13,347 | $16,080 |
| JP MORGAN CHASE & CO | $12,695 | $17,258 |
| KELLOGG CO | $11,931 | $14,742 |
| MEDTRONIC PLC | $26,687 | $21,369 |
| MERCK AND CO INC | $16,995 | $17,661 |
| METLIFE INC | $48,453 | $59,279 |
| MICROSOFT CORP | $71,256 | $93,210 |
| NIKE INC CL B | $16,563 | $38,631 |
| ORACLE CORP | $15,700 | $15,380 |
| PEPSICO INC | $109,445 | $151,923 |
| PFIZER INC | $14,078 | $12,992 |
| PHILIP MORRIS INTERNATIONAL | $46,327 | $45,745 |
| QUALCOMM INC | $42,089 | $45,640 |
| ROSS STORES INC | $20,511 | $48,544 |
| SANOFI ADR | $24,788 | $24,264 |
| SHIRE PLC | $14,063 | $12,608 |
| STRYKER CORP | $76,187 | $95,848 |
| TARGET CORP | $47,762 | $50,561 |
| TOTAL SA | $13,835 | $15,291 |
| UNION PACIFIC CORP | $42,761 | $51,840 |
| US BANCORP | $22,450 | $35,959 |
| VALERO ENERGY CORP | $50,724 | $68,320 |
| VERIZON COMMUNICATIONS | $35,256 | $42,704 |
| VISA INC CL A | $13,363 | $54,614 |
| WW GRAINGER INCORP | $14,219 | $23,225 |
| WALMART STORES INC | $40,536 | $41,472 |
| WELLS FARGO & CO | $24,785 | $27,555 |
| WHIRLPOOL CORP | $17,586 | $18,177 |
| HARBOR INTERNATIONAL | $180,130 | $185,095 |
| MFS INTERNATIONAL | $134,545 | $162,403 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SHIPPING & STORAGE | $586 | $293 | $293 |
| BANK FEES | $150 | $75 | $75 |
| MICHIGAN | $20 | $10 | $10 |
| TAX PAYMENT | $396 | $396 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CLASS ACTION SETTLEMENT | $384 |
| BAXALTA EXCHANGE | $9,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT TO STOCK INVESTMENTS | Desc |
| Amt | $600,706 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $40,900 | Amt |
| Net Investment Income | $20,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,450 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD DUCHENE SR IRREVOCABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 KERCHEVAL SUITE 5 | AddressLine1Txt |
| City | GROSSE POINTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
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