ELSIE LUHAN CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELSIE LUHAN CHARITABLE FOUNDATION (EIN 45-6145307)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202313109349101451
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T15:00:35-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456145307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSIE LUHAN FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUHA | BusinessNameControlTxt |
| Phone | 5619616228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW GRABOWSKI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5619616228 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2023-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $754,107 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $21,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $589,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,908 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,047 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $405 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $215 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $210,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,194 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $335,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $537,058 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $202,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,855 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $349,296 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $560,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $555,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,107 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,000 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $560,101 | CapitalStockBOYAmt |
| Capital Stock EOY | $535,652 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $560,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $560,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $555,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $560,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $537,035 | SubtotalAmt |
| Other Decreases | $1,383 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $535,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2589.78 INVESCO VAN KAMPEN SMALL CAP VALUE FUND | 2019-07-05 | 2022-04-13 | $54,385 | $37,578 | $16,807 | $16,807 | |
| 276. AT&T INC | 2022-04-29 | 2022-12-22 | $4,990 | $5,251 | -$261 | -$261 | |
| 274. AT&T INC | 2015-02-02 | 2022-12-22 | $4,954 | $6,238 | -$1,284 | -$1,284 | |
| 200. ALPHABET INC CL A | 2022-06-13 | 2022-12-22 | $17,458 | $22,442 | -$4,984 | -$4,984 | |
| 100. AMAZON COM INC | 2022-04-29 | 2022-08-24 | $13,513 | $12,493 | $1,020 | $1,020 | |
| 100. AMAZON COM INC | 2022-06-13 | 2022-12-22 | $8,316 | $10,605 | -$2,289 | -$2,289 | |
| 3021.246 AMERICAN FDS STRATEGIC BD FD F2 | 2022-12-19 | 2022-12-22 | $28,732 | $31,108 | -$2,376 | -$2,376 | |
| 35. AUTODESK INC (DEL) | 2021-12-02 | 2022-03-22 | $7,624 | $8,890 | -$1,266 | -$1,266 | |
| 1539.387 COLUMBIA CONVERTIBLE SECURITIES FD CL Z | 2018-02-01 | 2022-04-13 | $36,730 | $27,316 | $9,414 | $9,414 | |
| 25. DEERE & CO | 2022-04-29 | 2022-08-24 | $9,544 | $9,471 | $73 | $73 | |
| 200. META PLATFORMS INC CL A | 2022-03-22 | 2022-04-14 | $42,624 | $49,706 | -$7,082 | -$7,082 | |
| 417.92 FIRST EAGLE GLOBAL I | 2016-02-25 | 2022-08-24 | $25,000 | $21,281 | $3,719 | $3,719 | |
| 498.436 FIRST EAGLE GLOBAL I | 2016-02-25 | 2022-12-22 | $28,844 | $25,380 | $3,464 | $3,464 | |
| 791.408 GABELLI SMALL CAP GROWTH FUND | 2017-01-24 | 2022-04-13 | $35,693 | $42,000 | -$6,307 | -$6,307 | |
| 5000. GABELLI CONV & INCOME SECS FD IN | 2022-04-29 | 2022-12-22 | $25,624 | $31,596 | -$5,972 | -$5,972 | |
| 146. INTEL CORP | 2020-07-24 | 2022-12-22 | $3,728 | $4,564 | -$836 | -$836 | |
| 200. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND | 2022-06-13 | 2022-12-22 | $21,512 | $24,711 | -$3,199 | -$3,199 | |
| 200. J P MORGAN CHASE & CO | 2022-04-29 | 2022-12-22 | $25,857 | $28,142 | -$2,285 | -$2,285 | |
| 25. MASTERCARD INC | 2021-12-02 | 2022-02-18 | $9,316 | $7,936 | $1,380 | $1,380 | |
| 100. NETFLIX.COM INC | 2022-04-29 | 2022-10-19 | $27,768 | $29,422 | -$1,654 | -$1,654 | |
| 185. NOVARTIS A G ADR | 2022-01-14 | 2022-05-27 | $16,876 | $16,713 | $163 | $163 | |
| 30. NVIDIA CORP | 2022-01-14 | 2022-03-18 | $7,824 | $8,082 | -$258 | -$258 | |
| 2442.374 PRUDENTIAL TOTAL RETURN BD FD IN PGIM TOTAL RETURN BOND FUND | 2022-11-30 | 2022-12-22 | $29,015 | $30,317 | -$1,302 | -$1,302 | |
| 600. ROBLOX CORPORATION CL A | 2022-04-29 | 2022-08-02 | $27,804 | $27,393 | $411 | $411 | |
| 70. SALESFORCE INC | 2022-01-14 | 2022-03-22 | $15,248 | $17,161 | -$1,913 | -$1,913 | |
| 60. TARGET CORP | 2020-04-23 | 2022-12-22 | $8,412 | $6,293 | $2,119 | $2,119 | |
| 120. UNILEVER PLC ADR | 2022-01-14 | 2022-12-22 | $6,090 | $6,476 | -$386 | -$386 | |
| 45. VISA INC CL A | 2021-12-02 | 2022-02-18 | $10,083 | $8,877 | $1,206 | $1,206 | |
| .285 WARNER BROS. DISCOVERY INC. | 2007-05-22 | 2022-04-14 | $7 | $11 | -$4 | -$4 | |
| 66. WARNER BROS. DISCOVERY INC. | 2015-02-02 | 2022-06-13 | $948 | $1,933 | -$985 | -$985 | |
| 1954.748 ALLSPRING SHORT-TERM HIGH INCOME FUND | 2022-11-30 | 2022-12-22 | $15,149 | $15,186 | -$37 | -$37 | |
| 340.796 ALLSPRING ADVANTAGE SPECIAL MID CAP VAL- I | 2022-12-15 | 2022-12-22 | $14,992 | $16,222 | -$1,230 | -$1,230 | |
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,439 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $270 | OverpaymentAmt |
| Applied To ES Tax | $128 | AppliedToESTaxAmt |
| Refund | $142 | RefundAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WEST LAFAYYETTE M/C 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMERICA BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 M/C 5175 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482755175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,047 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $691,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $767,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $767,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $755,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126 | TotalTaxAmt |
| Distributable Before Adj | $37,654 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $30,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $957 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,249 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,249 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,980 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,980 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,074 | ExcessFromYear4Amt |
| Excess From Year3 | $8,949 | ExcessFromYear3Amt |
| Excess From Year2 | $957 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DEPAUL UNIVERSITY | ||||||||
| ATTN TREASURERS OFFICE | CHICAGO | IL | 606042201 | NONE | PC | SUPPORT FOR DAILY | $15,000 | |
| SALVATION ARMY | ||||||||
| ATTN LEGACY | FT LAUDERDALE | FL | 33302 | NONE | PC | SUPPORT FOR DAILY | $5,004 | |
| BOYS AND GIRLS CLUB OF BROWARD | ||||||||
| 877 NW 61ST STREET | FT LAUDERDALE | FL | 333092022 | NONE | PC | SUPPORT FOR DAILY | $2,499 | COUNTY ATTN MICHELE CLARK |
| THE SAINT MAURICE HUNGER PROGRAM | ||||||||
| ATTN MONSIGNOR JEAN PIERRE | DANIA BEACH | FL | 330044805 | NONE | PC | SUPPORT FOR DAILY | $2,499 | |
| MEMORIAL FOUNDATION | ||||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | PC | SUPPORT FOR DAILY | $2,499 | JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDTI |
| MAKE A WISH FOUNDATION | ||||||||
| OF SOUTH FLORIDA INC | FT LAUDERDALE | FL | 333144035 | NONE | PC | SUPPORT FOR DAILY | $2,499 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,724 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - OTHER | BondNm |
| EOY Book Value | $202,275 | EOYBookValueAmt |
| EOYFMV | $198,855 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $170,554 | $377,590 |
| EQUITIES - OTHER | $164,629 | $159,468 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| STOCKS |
| MUTUAL FUNDS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $1,383 | Amt |