PETER J AND CONSTANCE M CRACCHIOLO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETER J AND CONSTANCE M CRACCHIOLO FOUNDATION (EIN 38-2561770)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202201329349102520
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:00:11-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382622899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREDHOMME & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E BROWN STREET SUITE 320 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382561770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER J & CONSTANCE M CRACCHIOLO FNDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 5864458111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAPLE PARK BLVD NO 130 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480812253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER T CRACCHIOLO | PersonNm |
| Person Title | PRES/SECY/TREAS | PersonTitleTxt |
| Phone | 5864458111 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | CRACCHIOLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PREDHOMME | PreparerPersonNm |
| PTIN | P00011558 | PTIN |
| Phone | 2485401040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,561,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $743,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $714,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,319,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,209,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,319,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,063,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,033,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,858 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,929 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,321 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $386 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $116 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,501 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,169 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $209 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,327 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,195,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,195,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,442,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,222,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,621,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,817,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,889,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,800,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,800,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,190,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,141,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,061,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,092,903 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,453,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,702,920 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,589,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,990,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,995,393 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,319 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,113 | LandBOYAmt |
| Land EOY | $727 | LandEOYAmt |
| Land EOYFMV | $727 | LandEOYFMVAmt |
| Other Assets BOY | $653 | OtherAssetsBOYAmt |
| Other Assets EOY | $653 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $653 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,764,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,386,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,561,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,764,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,386,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,764,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,386,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,764,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,386,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,764,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,621,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $271 | OtherIncreasesAmt |
| Subtotal | $33,386,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,386,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,209,234 | $3,890,319 | $3,318,915 | $3,318,915 | |
| PARTNERSHIP LOSSES | -$100 | -$100 | P | ||
| CAPITAL GAINS DIVIDENDS | $353 | $353 | $353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,319,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,471 | OverpaymentAmt |
| Applied To ES Tax | $13,471 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER T CRACCHIOLO | IndividualWithBooksNm |
| Phone | 5864458111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAPLE PARK BLVD STE 130 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480812253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PETER T CRACCHIOLO | ||||||||
| 100 MAPLE PARK BLVD STE 130 | ST CLAIR SHORES | MI | 48081 | PRESIDENT/SECRETARY/TREASU | 25.00 | $0 | $0 | $0 |
| BERNADETTE P LINDQUIST | ||||||||
| 100 MAPLE PARK BLVD STE 130 | ST CLAIR SHORES | MI | 48081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE E CRACCHIOLO | ||||||||
| 100 MAPLE PARK BLVD STE 130 | ST CLAIR SHORES | MI | 48081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHYLLIS A DEMARS | ||||||||
| 100 MAPLE PARK BLVD STE 130 | ST CLAIR SHORES | MI | 48081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 522 FIFTH AVENUE | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $100,343 |
| DEROY & DEVEREAUX | |||||
| 2000 TOWN CENTER SUITE 2850 | SOUTHFIELD | MI | 48075 | INVESTMENT MANAGEMENT | $53,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,083,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,618,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,525,020 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,226,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,226,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $648,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,577,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,128,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,128,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,058 | TotalTaxAmt |
| Distributable Before Adj | $2,075,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,075,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,075,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,222,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,222,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,222,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,075,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,577,878 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,222,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,577,878 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $644,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,431,104 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS' PLACE | |||||||
| 25240 LAHSER ROAD SUITE 2 | SOUTHFIELD | MI | 48033 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| BEAUMONT FOUNDATION OF GROSSE POINTE | |||||||
| PO BOX 5802 | TROY | MI | 480079620 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| CABRINI CLINIC | |||||||
| 1234 PORTER STREET | DETROIT | MI | 482262407 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| CAPUCHIN PROVINCE OF ST JOSEPH | |||||||
| 1780 MT ELLIOTT AVENUE | DETROIT | MI | 48207 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| CAPUCHIN SOUP KITCHEN | |||||||
| 1820 MT ELLIOTT AVENUE | DETROIT | MI | 482073496 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $12,500 |
| CATHOLIC CHARITIES SE MICHIGAN | |||||||
| 15945 CANAL ROAD | CLINTON TOWNSHIP | MI | 48038 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION | |||||||
| 3911 BEAUBIEN | DETROIT | MI | 48201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY FOUNDATION FOR SE MICHIGAN | |||||||
| 333 W FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| CORNERSTONE EDUCATION GROUP | |||||||
| 306 E FOURTH STREET | ROYAL OAK | MI | 48067 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| COVENANT COMMUNITY CARE | |||||||
| 559 W GRAND BLVD | DETROIT | MI | 48216 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| COVENANT HOUSE MICHIGAN | |||||||
| 2959 MARTIN LUTHER KING JR BLVD | DETROIT | MI | 48208 | NONE | PUBLIC | BUILDING FUND | $215,000 |
| DETROIT PAL | |||||||
| 111 W WILLIS | DETROIT | MI | 48201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| EAST AFRICAN CHILDREN'S FUND | |||||||
| 100 MAPLE PARK BLVD SUITE 130 | ST CLAIR SHORES | MI | 48081 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| FONTBONNE AUXILIARY OF ST JOHN HOSPITAL | |||||||
| 22101 MOROSS ROAD MOB SUITE 102 | DETROIT | MI | 482369832 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $110,000 |
| OVERTURE INTERNATIONAL (FREE THE KIDS) | |||||||
| PO BOX 16045 | HIGH POINT | NC | 272616045 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| GLEANERS | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| GROSSE POINTE WAR MEMORIAL | |||||||
| 32 LAKE SHORE DRIVE | GROSSE POINTE FARMS | MI | 48236 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| HART | |||||||
| 28 MCKINLEY PLACE | GROSSE POINTE FARMS | MI | 48236 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| HOLLEY INSTITUTE | |||||||
| 22151 MOROSS ROAD | DETROIT | MI | 48236 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| HOLY CROSS CHILDREN'S SERVICES | |||||||
| 8759 CLINTON-MACON ROAD | CLINTON | MI | 49236 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| IHM SERVANTS IMMACULATE HEART MARY | |||||||
| 610 WEST ELM AVENUE | MONROE | MI | 481627909 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| ITALIAN AMERICAN CULTURAL SOCIETY | |||||||
| 43843 ROMEO PLANK ROAD | CLINTON TOWNSHIP | MI | 48038 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| LIFE BUILDERS INC | |||||||
| PO BOX 806438 | ST CLAIR SHORES | MI | 48080 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| LYF INC (LEARNING YOUR FUNCTION) | |||||||
| 2017 REIGLER ROAD | LAND O LAKES | FL | 34639 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| MAGGIE'S WIGS 4 KIDS OF MICHIGAN | |||||||
| 30126 HARPER AVENUE | ST CLAIR SHORES | MI | 48082 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $60,000 |
| MOST HOLY TRINITY CHURCH | |||||||
| 1050 PORTER STREET | DETROIT | MI | 482262405 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 |
| MOST HOLY TRINITY SCHOOL | |||||||
| 1229 LABROSSE | DETROIT | MI | 48226 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $175,000 |
| MOST HOLY TRINITY SCHOOL-GYM | |||||||
| 1229 LABROSSE | DETROIT | MI | 48226 | NONE | PUBLIC | BUILDING PROJECT SUPPORT | $1,036,783 |
| OCIMA | |||||||
| PO BOX 952 | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OLD NEWSBOYS' GOODFELLOW FUND | |||||||
| PO BOX 838 | WARREN | MI | 48090 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OUR LADY STAR OF THE SEA | |||||||
| 467 FAIRFIELD ROAD | GROSSE POINTE WOODS | MI | 48236 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| PENRICKTON CENTER FOR BLIND CHILDREN | |||||||
| 26530 EUREKA ROAD | TAYLOR | MI | 481809972 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| RLM EDUCATIONAL FUND | |||||||
| 2340 PORTER STREET SW - PO BOX 901 | GRAND RAPIDS | MI | 49509 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| SACRED HEART MAJOR SEMINARY | |||||||
| 2701 CHICAGO BLVD | DETROIT | MI | 482061779 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| SOCIETY FOR PROPAGATION OF FAITH | |||||||
| 1230 WASHINGTON BOULEVARD | DETROIT | MI | 48226 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| SPECIAL KIDS INC | |||||||
| 21131 MACK AVENUE | GROSSE POINTE WOODS | MI | 48230 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| SPECIAL OLYMPICS MICHIGAN | |||||||
| 6624 TIMBER RIDGE DRIVE | BLOOMFIELD | MI | 48301 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| ASCENSION ST JOHN PROVIDENCE FOUNDATION | |||||||
| 22101 MOROSS | DETROIT | MI | 48236 | NONE | PUBLIC | CRACCHIOLO FAMILY BIRTHING CENTER | $250,000 |
| TARAHUMARA CHILDREN'S HOSPITAL | |||||||
| 32538 SABRINA COURT | WARREN | MI | 48093 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| WAYNE COUNTY MEDICAL SOCIETY FOUNDATION | |||||||
| 3031 W GRAND BOULEVARD SUITE 645 | DETROIT | MI | 482029929 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| CATHOLIC FOUNDATION OF MICHIGAN | |||||||
| 1145 W LONG LAKE RD | BLOOMFIELD TOWNSHIP | MI | 48302 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| ASCENSION ST JOHN PROVIDENCE FOUNDATION | |||||||
| 22101 MOROSS | DETROIT | MI | 48236 | NONE | PUBLIC | DEMARS HUMAN TRAFFICKING | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,195,283 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DE LA SALLE HIGH SCHOOL & CRACCHIOLO ENDOWED SCH | |||||||
| 14600 COMMON ROAD | WARREN | MI | 480883387 | NONE | PUBLIC | PETER AND CONNIE CRACCHIOLO ENDOWED SCHOLARSHIP FUND | $200,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | PUBLIC | FOOD SECURITY | $400,000 |
| MOST HOLY TRINITY SCHOOL | |||||||
| 1229 LABROSSE | DETROIT | MI | 48226 | NONE | PUBLIC | SCHOOL IMPACT GRANT | $1,000,000 |
| ASCENSION ST JOHN FOUNDATION | |||||||
| 22101 MOROSS RD | DETROIT | MI | 48236 | NONE | PUBLIC | DEMARS HUMAN TRAFFICKING | $80,000 |
| ASCENSION ST JOHN PROVIDENCE FOUNDATION | |||||||
| 22101 MOROSS RD | DETROIT | MI | 48236 | NONE | PUBLIC | CRACCHIOLO FAMILY BIRTHING CENTER | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,180,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $743,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,319,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,063,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,063,083 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $22,753 | $11,377 | $11,377 |
| TAX PREPARATION FEES | $15,105 | $7,553 | $7,552 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2012-06-11 | $636 | $318 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE AND FIXTURES | 2016-06-01 | $5,410 | $1,592 | SL | 7.000000000000 | $386 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS (DETAIL AVAILABLE UPON REQUEST) | BondNm |
| EOY Book Value | $5,453,484 | EOYBookValueAmt |
| EOYFMV | $5,702,920 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $21,141,036 | EOYBookValueAmt |
| EOYFMV | $35,061,770 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS OTHER INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,990,171 | BookValueAmt |
| EOYFMV | $3,995,393 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $636 | $636 | $0 |
| OFFICE FURNITURE AND FIXTURES | $5,410 | $4,683 | $727 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT SECURITY DEPOSIT | Desc |
| BOY Book Value | $653 | BOYBookValueAmt |
| EOY Book Value | $653 | EOYBookValueAmt |
| EOYFMV | $653 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND OFFICE SUPPLIES | $55 | $0 | $55 |
| OFFICE EXPENSE | $307 | $154 | $153 |
| PARTNERSHIP OTHER EXPENSE | $1 | $0 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX BASIS ADJUSTMENT | Desc |
| Amt | $271 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $190,750 | Amt |
| Net Investment Income | $190,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J CRACCHIOLO TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAPLE PARK BLVD SUITE 130 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48081 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MICHIGAN ANNUAL REPORT FEE | $20 | $0 | $20 |
| FOREIGN TAX PAID | $3,273 | $3,273 | $0 |
| PARTNERSHIP FOREIGN TAX PAID | $48 | $48 | $0 |
| EXCISE TAX PAID | $2,371 | $0 | $0 |