WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-11
- IRS object ID
- 202212239349100006
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-11T07:39:55-05:00 | 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 | 383269446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISNE CHARITABLE 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 | JOSEPH WISNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2489747749 | PhoneNum |
| Signature | 2022-08-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | WISNE | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,723,106 | 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 | $72,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $862,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $284,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,459 | 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 | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,752 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $453 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $226 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $227 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,212 | CashBOYAmt |
| Cash EOY | $58,097 | CashEOYAmt |
| Cash EOYFMV | $58,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,932 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $741,966 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $583,549 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $591,580 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,729,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,564,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,377,803 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $126,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $126,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $127,626 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $128,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $523,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $514,068 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,906,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,909,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,723,106 | 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 | $2,906,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,909,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,906,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,909,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,906,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,909,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,906,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,013,954 | SubtotalAmt |
| Other Decreases | $104,165 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,909,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PFIZER CLASS ACTION PROCEEDS | P | $38 | $38 | $38 | |
| THRU GREENLEAF TRUST | P | $835,847 | $186,170 | $186,170 | $649,677 |
| CAPITAL GAINS DIVIDENDS | P | $26,339 | $26,339 | $26,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,751 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,751 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,425 | OverpaymentAmt |
| Applied To ES Tax | $1,425 | 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 |
| Individual With Books | STEVEN E DAVIS | IndividualWithBooksNm |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH L WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | PRESIDENT/TREAS/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN L WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN E DAVIS | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | SECRETARY/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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,488,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,723,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,723,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,667,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,326 | TotalTaxAmt |
| Distributable Before Adj | $180,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,424 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,424 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,506 | 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 | $59,536 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY HARBOR FOUNDATION | |||||||
| 750 BAY HARBOR DRIVE | BAY HARBOR | MI | 49770 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| MERCY HIGH SCHOOL | |||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | NONE | PUBLIC CHARITY | GENERAL - KYLA WISNE MEMORIAL FUND | $30,000 |
| RUSS THOMAS SCHOLARSHIP FUND | |||||||
| 3707 W MAPLE STREET 13 | BLOOMFIELD HILLS | MI | 483013212 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN STREET | FINDLAY | OH | 45840 | NONE | PUBLIC CHARITY | GENERAL - KYLA WISNE MEMORIAL CHOIR SCHOLARSHIP | $30,000 |
| U OF D JESUIT HIGH SCHOOL & ACADEMY | |||||||
| 8400 S CAMBRIDGE AVE | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| WOMEN PLAYING FOR TIME | |||||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| EVANS SCHOLARSHIP FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| DR PHILLIPS CENTER FOR PERFORMING ARTS | |||||||
| 445 S MAGNOLIA AVE | ORLANDO | FL | 32801 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ORLANDO PHILHARMONIC ORCHESTRA | |||||||
| 425 NORTH BUMBY AVENUE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,500 | 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 | $72,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $284,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,880 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS PROFESSIONAL PARTNERS | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - GREENLEAF TRUST | BondNm |
| EOY Book Value | $126,250 | EOYBookValueAmt |
| EOYFMV | $127,626 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY - GREENLEAF TRUST | StockNm |
| EOY Book Value | $1,564,829 | EOYBookValueAmt |
| EOYFMV | $2,377,803 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $354,821 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $363,873 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $228,728 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $227,707 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE - GREENLEAF TRUST | AT COST | $298,132 | $291,160 |
| MUTUAL FUND - FIXED - GREENLEAF TRUST | AT COST | $225,000 | $222,908 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $104,165 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF MICHIGAN - ANNUAL REPORT | $20 | $10 | $10 |
| INVESTMENT ADVISORY FEES - GREENLEAF | $30,021 | $15,011 | $15,010 |
| BANK FEES | $116 | $58 | $58 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX WITHHOLDING | CategoryTxt |
| Amt | $1,752 | Amt |
| Net Investment Income | $1,752 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |