MILTON AND SYLVIA PIERCE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MILTON AND SYLVIA PIERCE FOUNDATION (EIN 38-3515181)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349100410
Schema version
2015v2.1
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)
Return2016-11-15T07:37:12-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 W BIG BEAVER RD 2ND FLRAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383515181EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON & SYLVIA PIERCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILTBusinessNameControlTxt
Phone2482331310PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120800 SOUTHFIELD RDAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID PIERCEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2482331310PhoneNum
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER M AUGUST CPAPreparerPersonNm
PTINP00965597PTIN
Phone2489525000PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,402,019FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,561DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,561DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,572TotalRevAndExpnssAmt
Total Net Invst Incm$46,572TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,822ExcessRevenueOverExpensesAmt
Net Investment Income$46,572NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$56,717SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,539SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,539SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$586,343OtherInvestmentsBOYAmt
Other Investments EOY$586,343OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,333,480OtherInvestmentsEOYFMVAmt
Total Assets BOY$643,060TotalAssetsBOYAmt
Total Assets EOY$654,882TotalAssetsEOYAmt
Total Assets EOYFMV$1,402,019TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$643,060RetainedEarningBOYAmt
Retained Earning EOY$654,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$643,060TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$654,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$643,060TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$654,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$643,060TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,822ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$654,882SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$654,882TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$73,569AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,326,650NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055455DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,159,545NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051744DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$943,996NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057204DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$817,860NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038882DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$704,912NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049652DistributionYr5Rt
Total Distribution0.252937TotalDistributionRt
Average Distribution0.050587AverageDistributionRt
Net Vl Noncharitable Assets$1,414,164NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,538AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$466NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,004AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$74,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$466InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$466SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$770EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$500AppliedToEsTaxAmt
Total Payments And Credits$1,270TotalPaymentsAndCreditsAmt
Overpayment$804OverpaymentAmt
Applied To ES Tax$804AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2482131310PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120800 SOUTHFIELD RDAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
DAVID PIERCE
20800 SOUTHFIELD RDSOUTHFIELDMI48075PRESIDENT0.50$0$0$0
LINDA HERRON
20800 SOUTHFIELD RDSOUTHFIELDMI48075SECY / DIR0.50$0$0$0
JAMIE PIERCE
20800 SOUTHFIELD RDSOUTHFIELDMI48075TREAS / DIR0.50$0$0$0
KAREN FRAIBERG
20800 SOUTHFIELD RDSOUTHFIELDMI48075DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,345,617AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,435,699TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,435,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,414,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,708MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,708MinimumInvestmentReturnAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Total Tax$466TotalTaxAmt
Distributable Before Adj$70,242DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,242DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$74,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$466PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$73,534AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,242DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$524ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,349ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,603ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,857ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,098ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,431TotalExcessDistributionCyovAmt
Qualifying Distributions$74,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,242AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,758RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$29,189TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$524ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,665ExcessDistriCyovToNextYrAmt
Excess From Year4$6,349ExcessFromYear4Amt
Excess From Year3$7,603ExcessFromYear3Amt
Excess From Year2$2,857ExcessFromYear2Amt
Excess From Year1$8,098ExcessFromYear1Amt
Excess From Current Year$3,758ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDSHIP CIRCLE
6892 W MAPLE RDWEST BLOOMFIELDMI48323N/A501(C)(3)PROVIDE SUPPORT TO CHILDREN WITH SPECIAL NEEDS.$6,875
HEBREW FREE LOAN
6735 TELEGRAPH RDBLOOMFIELD HILLSMI48301N/A501(C)(3)TO PROVIDE LOANS AND GRANTS TO INDIVIDUALS AS THEY REQUIRE.$15,375
JARC
30301 NORTHWESTERN HIGHWAYFARMINGTON HILLSMI48334N/A501(C)(3)TO PROVIDE SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.$8,375
JEWISH FEDERATION
PO BOX 2030BLOOMFIELD HILLSMI48323N/A501(C)(3)TO PROVIDE HUMANITARIAN ASSISTANCE TO THOSE IN NEED.$30,000
JEWISH HOSPICE
6555 W MAPLE RDWEST BLOOMFIELDMI48322N/A501(C)(3)TO PROVIDE HOSPICE CARE FOR INDIVIDUALS$5,000
TEMPLE ISRAEL
5725 WALNUT LAKE RDWEST BLOOMFIELDMI48322N/A501(C)(3)TO PROMOTE RELIGIOUS TEACHINGS$8,375
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,561ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,572ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,572TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ARLENE S PIERCE CHARITABLE LEAD ANNUITY TRUST
120800 SOUTHFIELD RDSOUTHFIELDMI48075$10,000Yes (X)
CONNIE R PIERCE CHARITABLE LEAD ANNUITY TRUST
220800 SOUTHFIELD RDSOUTHFIELDMI48075$10,000Yes (X)
RICHARD R PIERCE CHARITABLE LEAD ANNUITY TRUST
320800 SOUTHFIELD RDSOUTHFIELDMI48075$10,000Yes (X)
DOUGLAS F PIERCE CHARITABLE LEAD ANNUITY TRUST
420800 SOUTHFIELD RDSOUTHFIELDMI48075$10,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS #09JVAT COST$0$0
DTE ENERGY INVESTMENTAT COST$586,343$1,333,480

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXCISE TAXCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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