TONI A WISNE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TONI A WISNE FOUNDATION (EIN 20-4120018)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-19
- IRS object ID
- 202202319349100900
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-19T08:55:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844381624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANGELIS TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 RIVIERA DRIVE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204120018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONI A WISNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISN | BusinessNameControlTxt |
| Phone | 2489747749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 758 | AddressLine1Txt |
| City | NOVI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE E DAVIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2489747749 | PhoneNum |
| Signature | 2022-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY L DEANGELIS | PreparerPersonNm |
| PTIN | P00952665 | PTIN |
| Phone | 2488545420 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,887,137 | 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 | $839,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $801,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,199,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,573,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,199,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,038,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,000,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $352,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $176,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $268,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $267,817 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $576 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,903 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,788 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,530 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,265 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,265 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $771,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $502,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,843,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,843,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,615,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $502,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,052,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,498,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,482 | CashBOYAmt |
| Cash EOY | $142,329 | CashEOYAmt |
| Cash EOYFMV | $142,329 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,999,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,108,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,109,470 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,788,970 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,560,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,633,611 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,124,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,522,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,001,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,987,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,333,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,887,137 | 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 | $32,987,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,333,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,987,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,333,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,987,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,333,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,987,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,410,208 | SubtotalAmt |
| Other Decreases | $77,121 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,333,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU NORTHERN TRUST | P | $1,151,356 | $1,173,092 | -$21,736 | -$21,736 |
| THRU NORTHERN TRUST | P | $3,787,982 | $2,701,603 | $1,086,379 | $1,086,379 |
| THRU GREENLEAF TRUST | P | $252,907 | $219,755 | $33,152 | $33,152 |
| THRU GREENLEAF TRUST | P | $7,652 | $7,652 | $7,652 | |
| THRU GREENLEAF TRUST | P | $4,133,872 | $3,280,253 | $853,619 | $853,619 |
| THRU GREENLEAF TRUST | P | $7,696 | $7,696 | $7,696 | |
| CAPITAL GAINS DIVIDENDS | P | $232,428 | $232,428 | $232,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,199,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $153 | EsPenaltyAmt |
| Overpayment | $11,798 | OverpaymentAmt |
| Applied To ES Tax | $11,798 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN E DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2489747749 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 758 | AddressLine1Txt |
| City | NOVI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48376 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH L WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | PRESIDENT, DIRECTOR | 30.00 | $101,000 | $0 | $0 |
| STEVEN E DAVIS | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | TREASURER, DIRECTOR | 30.00 | $98,500 | $0 | $0 |
| STEVEN J LEBOWSKI | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | SECRETARY, DIRECTOR | 20.00 | $73,000 | $0 | $0 |
| MADELYN J WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | DIRECTOR | 40.00 | $79,800 | $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 |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT ADVISORY AND CUSTODIAN | $164,763 |
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | INVESTMENT ADVISORY AND CUSTODIAN | $102,477 |
| 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 | $44,358,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,571,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,571,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $668,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,902,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,195,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,195,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,729 | TotalTaxAmt |
| Distributable Before Adj | $2,160,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,160,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,160,400 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,052,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,052,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,160,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $77,859 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $77,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,052,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,052,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $77,859 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $77,859 | 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 | $29,595 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 758 | AddressLine1Txt |
| City | NOVI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48376 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2489747749 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT AND VERIFICATION OF ORGANIZATION'S CHARITABLE STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAUMONT HEALTH FOUNDATION | |||||||
| PO BOX 5802 | TROY | MI | 48097 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $135,000 |
| CAMP KESEM NATIONAL | |||||||
| 10586 WEST PICO BLVD 196 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| CAPUCHIN SOUP KITCHEN | |||||||
| 1820 MT ELLIOTT ST | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| COMMUNITY SHARING OUTREACH CENTER | |||||||
| 5061 DUCK LAKE RD N | HIGHLAND CHARTER TWP | MI | 48356 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $150,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| 1 S HARBOR DRIVE STE 3 | GRAND HAVEN | MI | 49417 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $3,550 |
| DETROIT ASSN OF BLACK ORGANIZATIONS | |||||||
| 12048 GRAND RIVER AVE | DETROIT | MI | 48204 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| FALLEN AND WOUNDED SOLDIERS | |||||||
| PO BOX 33099 | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| FIGURE SKATING IN DETROIT | |||||||
| 888 DENISON COURT | BLOOMFIELD HILLS | MI | 48302 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $35,000 |
| FRAGILE X | |||||||
| PO BOX 1414 | TROY | MI | 48098 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $200,000 |
| IMERMAN ANGELS | |||||||
| 205 W RANDOLPH 19TH FLOOR | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| MI RESTAURANT & LODGING ASSOC EDU FD | |||||||
| 225 WEST WASHTENAW | LANSING | MI | 48933 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 325 E GRAND RIVER STE 275 | EAST LANSING | MI | 48823 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| MIDNIGHT GOLF PROGRAM | |||||||
| PO BOX 311830 | DETROIT | MI | 48231 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| PLAYWORKS MICHIGAN | |||||||
| 1 FORD PL 5F | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 9040 HUTCHINS ROAD | WHITE LAKE | MI | 48366 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $45,000 |
| UNIVERSITY OF CENTRAL FL FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY SUITE 250 | ORLANDO | FL | 32826 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| VISTA MARIA | |||||||
| 20651 W WARREN ST | DEARBORN HEIGHTS | MI | 48127 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| WHALEY'S CHILDREN'S CENTER | |||||||
| 1201 N GRAND TRAVERSE | FLINT | MI | 48503 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $150,000 |
| ALZHEIMERS ASSOCIATION OF MICHIGAN | |||||||
| 25200 TELEGRAPH ROAD SUITE 100 | SOUTHFIELD | MI | 48033 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| BUILDING BEDS 4 KIDS | |||||||
| 14241 W ELEVEN MILE ROAD | OAK PARK | MI | 48237 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| CARLS FAMILY YMCA | |||||||
| 300 FAMILY DRIVE | MILFORD | MI | 48381 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $20,000 |
| DETROIT BOXING GYM YOUTH PROGRAM | |||||||
| 6445 E VERNOR HWY | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| DOMINICAN LITERACY CENTER | |||||||
| 5555 CONNER STREET 1414 | DETROIT | MI | 48213 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| GIVE MERIT INC | |||||||
| 10100 GRAND RIVER | DETROIT | MI | 48204 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| MICHIGAN HUMANE | |||||||
| 30300 TELEGRAPH ROAD | BINGHAM FARMS | MI | 48025 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| ST MARY OUR LADY OF THE SNOWS | |||||||
| 1955 E COMMERCE STREET | MILFORD | MI | 48381 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $15,000 |
| THE RAINBOW CONNECTION | |||||||
| 621 W UNIVERSITY DRIVE | ROCHESTER | MI | 48307 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $40,000 |
| UNIVERSITY OF DETROIT MERCY | |||||||
| 4001 W MCNICHOLS ROAD | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,843,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $839,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,199,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,038,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,038,194 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST - FIXED INCOME | $5,768,111 | $5,768,504 |
| GREENLEAF TRUST - FIXED INCOME | $4,792,275 | $4,865,107 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST - EQUITIES | $10,341,294 | $16,559,680 |
| GREENLEAF TRUST - EQUITIES | $7,767,037 | $12,549,790 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST - REAL ESTATE FUNDS | AT COST | $1,189,349 | $1,417,381 |
| NORTHERN TRUST - COMMODITIES | AT COST | $688,613 | $953,394 |
| NORTHERN TRUST - SHORT TERM INVESTMENTS | AT COST | $618,727 | $618,727 |
| GREENLEAF TRUST - ALTERNATIVE | AT COST | $1,514,438 | $1,501,311 |
| GREENLEAF TRUST - SHORT TERM INVESTMENTS | AT COST | $510,914 | $510,914 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENTS | Desc |
| Amt | $77,121 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $24,872 | $12,436 | $12,436 |
| WORKERS COMP | $260 | $130 | $130 |
| COUNCIL OF MICHIGAN FOUNDATIONS | $2,250 | $1,125 | $1,125 |
| POSTAGE EXPENSES | $161 | $81 | $80 |
| WEB SITE EXPENSES | $600 | $300 | $300 |
| MARKETING FEES | $148 | $74 | $74 |
| STATE OF MICHIGAN | $20 | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GREENLEAF TRUST - INVESTMENT ADVISORY FEES | $102,477 | $102,477 | $0 |
| PAYCHEX - PAYROLL PROCESSING | $1,153 | $577 | $576 |
| NORTHERN TRUST - INVESTMENT ADVISORY FEES | $164,763 | $164,763 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX WITHHOLDING (NORTHERN TRUST) | $16,122 | $16,122 | $0 |
| FOREIGN INCOME TAX WITHHOLDING (GREENLEAF TRUST) | $9,666 | $9,666 | $0 |
| EXCISE TAX | $60,115 | $0 | $0 |