TONI A WISNE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TONI A WISNE FOUNDATION (EIN 20-4120018)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-16
- IRS object ID
- 202532599349100208
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-16T09:50:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2487678025 | 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 | SUSAN DAVIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2487678025 | PhoneNum |
| Signature | 2025-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY L DEANGELIS | PreparerPersonNm |
| PTIN | P00952665 | PTIN |
| Phone | 2488545420 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,533,074 | 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 | $995,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $990,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,839,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,453,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,839,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,834,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,829,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $463,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $231,850 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $231,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $862 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $125,165 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,625 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,001 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $500 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $501 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,681 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $830,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $419,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $393,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,753,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,753,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,584,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $419,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,146,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $249,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,410,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,395 | CashBOYAmt |
| Cash EOY | $193,782 | CashEOYAmt |
| Cash EOYFMV | $193,782 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,335,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,335,445 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,049,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,219,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,842,934 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,959,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,874,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,523,804 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,252,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,256,386 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,637,109 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,435,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,879,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,533,074 | 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 | $31,435,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,879,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,435,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,879,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,435,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,879,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,435,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $249,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $193,782 | OtherIncreasesAmt |
| Subtotal | $31,879,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,879,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU GREENLEAF TRUST | P | $16,486 | $17,329 | -$843 | -$843 |
| THRU GREENLEAF TRUST | P | $4,469,642 | $3,629,157 | $840,485 | $840,485 |
| THRU NORTHERN TRUST | P | $1,010,547 | $1,003,290 | $7,257 | $7,257 |
| THRU NORTHERN TRUST | P | $5,862,206 | $4,964,701 | $897,505 | $897,505 |
| THRU NORTHERN TRUST | P | $3,182 | $3,182 | $3,182 | |
| CAPITAL GAINS DIVIDENDS | P | $91,634 | $91,634 | $91,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,839,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,468 | 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 | $22,468 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $11,049 | TaxDueAmt |
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 | SUSAN DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2487678025 | 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 (6 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 | $105,150 | $0 | $0 |
| STEVEN E DAVIS | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | FORMER TREASURER, FORMER DIRECTOR | 35.00 | $125,150 | $0 | $0 |
| MADELYN J WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | DIRECTOR | 40.00 | $104,950 | $0 | $0 |
| JOSEPH L WISNE JR | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | SECRETARY, DIRECTOR | 25.00 | $49,150 | $0 | $0 |
| SAMUEL LEBOWSKI | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | DIRECTOR | 10.00 | $44,150 | $0 | $0 |
| SUSAN DAVIS | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | TREASURER | 0.00 | $35,150 | $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 | $149,817 |
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | INVESTMENT ADVISORY AND CUSTODIAN | $99,111 |
| 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 | $38,452,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,978,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,430,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,430,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $606,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,824,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,991,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,991,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,501 | TotalTaxAmt |
| Distributable Before Adj | $1,957,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,957,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,957,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,146,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,146,959 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,957,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $89,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,146,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,957,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,259 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,595 | 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 | $278,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $89,336 | ExcessFromYear1Amt |
| Excess From Current Year | $189,259 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN 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 | 2487678025 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION OF MICHIGAN | |||||||
| 25200 TELEGRAPH ROAD SUITE 100 | SOUTHFIELD | MI | 48033 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| BEAUMONT HEALTH FOUNDATION | |||||||
| PO BOX 5802 | TROY | MI | 48097 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $125,000 |
| 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 |
| 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 |
| CARLS FAMILY YMCA | |||||||
| 300 FAMILY DRIVE | MILFORD | MI | 48381 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| COMMUNITY SHARING OUTREACH CENTER | |||||||
| 5061 DUCK LAKE RD N | HIGHLAND CHARTER TWP | MI | 48356 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $75,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| 1 S HARBOR DRIVE STE 3 | GRAND HAVEN | MI | 49417 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $6,100 |
| DETROIT ASSOC OF BLACK ORG | |||||||
| 12048 GRAND RIVER AVE | DETROIT | MI | 48204 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $30,000 |
| 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 |
| FIRST ORLANDO FOUNDATION INC | |||||||
| 3000 S YOUNG JOHN PKWY | ORLANDO | FL | 32805 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $12,000 |
| FIRST TEE OF GREATER DETROIT | |||||||
| 3011 W GRAND RIVER BLVD 218 | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $13,300 |
| GIVE MERIT INC | |||||||
| 10100 GRAND RIVER | DETROIT | MI | 48204 | 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 | $212,000 |
| IMERMAN ANGELS | |||||||
| 205 W RANDOLPH 19TH FLOOR | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $30,000 |
| MICHIGAN HOSPITALITY FOUNDATION | |||||||
| 225 WEST WASHTENAW | LANSING | MI | 48933 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| MICHIGAN HUMANE | |||||||
| 30300 TELEGRAPH ROAD | BINGHAM FARMS | MI | 48025 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $65,000 |
| 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 | $30,000 |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 9040 HUTCHINS ROAD | WHITE LAKE | MI | 48366 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $20,000 |
| THE RAINBOW CONNECTION | |||||||
| 621 W UNIVERSITY DRIVE | ROCHESTER | MI | 48307 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| VISTA MARIA | |||||||
| 20651 W WARREN ST | DEARBORN HEIGHTS | MI | 48127 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $125,000 |
| WHALEY'S CHILDREN'S CENTER | |||||||
| 1201 N GRAND TRAVERSE | FLINT | MI | 48503 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $100,000 |
| ABIDE MINISTRIES | |||||||
| 145 JEFFERSON AVE | CLAWSON | MI | 48017 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $10,000 |
| AEROSPACE IND ASSOC OF MI FOUNDATION | |||||||
| PO BOX 81226 | ROCHESTER | MI | 48308 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $20,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 29777 TELEGRAPH ROAD 1451 | SOUTHFIELD | MI | 48034 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| EMPOWERMENT PLAN | |||||||
| 7640 KERCHEVAL AVE | DETROIT | MI | 48214 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| FISH & LOAVES | |||||||
| 25670 NORTHLINE ROAD | TAYLOR | MI | 48180 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $10,000 |
| FOUNDATION FOR POPS | |||||||
| 17500 DIX ROAD | MELVINDALE | MI | 48122 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $5,000 |
| GENERAL SPORTS FOUNDATION | |||||||
| 400 WATER STREET SUITE 250 | ROCHESTER | MI | 48307 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $20,000 |
| GIRLS GROUP | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $15,000 |
| GREATER GOOD CHARITIES | |||||||
| 52ND ST SE | GRAND RAPIDS | MI | 49512 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| HAZEL PARK PROMISE ZONE | |||||||
| 24300 HUGHES AVE | HAZEL PARK | MI | 48030 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $10,000 |
| LITTLE HEROES LEAGUE | |||||||
| 4044 NORTH LINCOLN AVE 149 | CHICAGO | IL | 606183038 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $15,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 220 TROWBRIDGE ROAD | EAST LANSING | MI | 48824 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| THE PINK FUND | |||||||
| PO BOX 607 | SOUTHFIELD | MI | 48037 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $15,000 |
| UNIVERSITY OF CENTRAL FL FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY 250 | ORLANDO | FL | 32826 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $50,000 |
| URBAN COMMUNICATIONS | |||||||
| 5320 W 159TH STREET 503 | OAK FOREST | IL | 60452 | NONE | PUBLIC CHARITY | USE CONSISTENT WITH 501(C)(3) STATUS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,753,900 | 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 | $995,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,839,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,834,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,834,636 | 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 | DEANGELIS TAX & ACCOUNTING - TAX PREPARATION | CategoryTxt |
| Amt | $1,725 | Amt |
| Net Investment Income | $863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $862 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST - FIXED INCOME | $5,105,698 | $4,923,414 |
| GREENLEAF TRUST - FIXED INCOME | $5,768,691 | $5,600,390 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST - EQUITIES | $9,255,175 | $14,203,151 |
| GREENLEAF TRUST - EQUITIES | $7,963,857 | $11,639,783 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST - REAL ESTATE FUNDS | AT COST | $672,606 | $705,823 |
| NORTHERN TRUST - COMMODITIES | AT COST | $669,093 | $1,002,595 |
| GREENLEAF TRUST - ALTERNATIVE | AT COST | $914,687 | $928,691 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $29,125 | $14,562 | $14,563 |
| WORKERS COMP | $268 | $134 | $134 |
| WEB SITE EXPENSES | $600 | $300 | $300 |
| STATE OF MICHIGAN | $20 | $10 | $10 |
| STORAGE FEES | $9,048 | $4,524 | $4,524 |
| PO BOX FEES | $182 | $91 | $91 |
| HEALTH INSURANCE | $30,119 | $15,060 | $15,059 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENTS | Desc |
| Amt | $193,782 | Amt |
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 | $99,111 | $49,556 | $49,555 |
| PAYCHEX - PAYROLL PROCESSING | $1,402 | $701 | $701 |
| NORTHERN TRUST - INVESTMENT ADVISORY FEES | $149,817 | $74,908 | $74,909 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX WITHHOLDING (NORTHERN TRUST) | $15,530 | $15,530 | $0 |
| FOREIGN INCOME TAX WITHHOLDING (GREENLEAF TRUST) | $11,095 | $11,095 | $0 |
| EXCISE TAX | $18,000 | $0 | $0 |