WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-26
- IRS object ID
- 201812699349100101
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-26T06:06:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 380836500 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CANFIELD PADDOCK AND STONE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 W LONG LAKE ROAD SUITE 150 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480986358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | SECY & TREASURER | PersonTitleTxt |
| Phone | 2489747749 | PhoneNum |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY L DEANGELIS | PreparerPersonNm |
| PTIN | P00952665 | PTIN |
| Phone | 2488792000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.141.144.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-26 | IPDt |
| IP Tm | 07:06:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE88F4932A9506AF679292881767060648015E2C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60B6ECA3AAE9DDD7DC080A16F07E67923423E06E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,786,342 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,744 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,082 | 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 |
| Legal Fees Rev And Expnss | $4,884 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,442 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,442 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $713 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $406,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $375,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $375,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $774,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $864,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,037,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $327,944 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $326,552 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $322,403 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $111,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,620,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,617,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,786,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,620,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,617,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,620,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,620,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,617,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,620,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,617,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU SUNTRUST | P | $52,454 | $49,221 | $3,233 | $3,233 |
| THRU SUNTRUST | P | $127,405 | $123,202 | $4,203 | $4,203 |
| CLASS ACTION SETTLEMENTS | P | $12 | $12 | $12 | |
| CAPITAL GAINS DIVIDENDS | P | $13,908 | $13,908 | $13,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,356 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,562,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,446,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,401,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,231,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,182,544 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104357 | DistributionYr5Rt |
| Total Distribution | 0.304449 | TotalDistributionRt |
| Average Distribution | 0.060890 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,700,779 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,560 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,893 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,017 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $351 | OverpaymentAmt |
| Applied To ES Tax | $351 | 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 |
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 | VICE-PRESIDENT/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 | $1,330,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,726,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,726,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,700,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $666 | TotalTaxAmt |
| Distributable Before Adj | $84,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,763 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,028 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,233 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $76,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,610 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,610 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,077 | 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 | $40,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,426 | ExcessFromYear3Amt |
| Excess From Year2 | $8,233 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF THE SACRED HEART | |||||||
| 1250 KENSINGTON ROAD | BLOOMFIELD HILLS | MI | 48304 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LUNGEVITY FOUNDATION | |||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1471 EAST 12 MILE ROAD | MADISON HEIGHTS | MI | 48071 | NONE | PUBLIC CHARITY | GENERAL | $1,200 |
| RUSS THOMAS SCHOLARSHIP FUND | |||||||
| 3707 W MAPLE STREET 13 | BLOOMFIELD HILLS | MI | 483013212 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| U OF D JESUIT HIGH SCHOOL & ACADEMY | |||||||
| 8400 S CAMBRIDGE AVE | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| WOMEN PLAYING FOR TIME | |||||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $727 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,082 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY E WISNE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $23,744 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS PROFESSIONAL PARTNERS | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO FUNDS INVT GRADE CORP BD INSTL CLS A | $88,265 | $89,514 |
| DOUBLELINE FUNDS - TOTAL RETURN BOND | $85,511 | $82,175 |
| VANGUARD MORTGAGE-BACKED SECURITIES | $27,693 | $27,396 |
| ISHARES TREASURY BOND ETF | $125,083 | $123,318 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER DEVEL MKTS CLS Y | $28,184 | $41,794 |
| FEDERATED EQUITY FDS STRATEGIC VALUE FD | $58,768 | $76,836 |
| T ROWE PRICE SMALL CAP GROWTH | $7,495 | $14,408 |
| CAMBIAR SMALL CAP FUND | $76,137 | $90,516 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND | $50,527 | $66,769 |
| JOHN HANCOCK DISCIPLINED VALUE FUND | $85,656 | $115,766 |
| BRANDES INTL SMALL CAP EQUITY FUND | $26,852 | $26,819 |
| VAN ECK EMERGING MARKETS FUND | $32,910 | $43,403 |
| JOHCM INTL SELECT FUND | $136,145 | $151,791 |
| EDGEWOOD GROWTH FUND | $84,394 | $111,702 |
| ISHARES CORP S&P 500 | $128,149 | $151,900 |
| ABBEY CAPITAL FUTURES STRATEGY FUND | $45,053 | $42,740 |
| EATON VANCE FLOATING RATE FUND | $34,433 | $34,497 |
| NUVEEN SMALL CAP VALUE FUND | $13,864 | $14,172 |
| BLACKSTONE ALTERNATIVE MULTI STRATEGY FD | $55,861 | $54,456 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PWM FIDUCIARY MASTER DEP ACCT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,836 | BookValueAmt |
| EOYFMV | $50,836 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER, CANFIELD, PADDOCK AND STONE, PLC | CategoryTxt |
| Legal Fees | $4,884 | LegalFeesAmt |
| Net Investment Income | $2,442 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,442 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - SUNTRUST | $17,122 | $8,561 | $8,561 |
| FILING FEES | $20 | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUNTRUST - TAX SORT FEES | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX WITHHOLDING | CategoryTxt |
| Amt | $713 | Amt |
| Net Investment Income | $713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |