PETER J AND CONSTANCE M CRACCHIOLO FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PETER J AND CONSTANCE M CRACCHIOLO FOUNDATION (EIN 38-2561770)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-03
- IRS object ID
- 201600359349100005
- Schema version
- 2014v6.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-03T14:09:09-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382622899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREDHOMME & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E BROWN STREET SUITE 320 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382561770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER J & CONSTANCE M CRACCHIOLO FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 5864458111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24055 JEFFERSON AVENUE NO 200 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480801514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J CRACCHIOLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5864458111 | PhoneNum |
| Signature | 2016-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PREDHOMME | PreparerPersonNm |
| PTIN | P00011558 | PTIN |
| Phone | 2485401040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,274,092 | 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 | $549,325 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $626,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $626,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,946,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,480,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,418,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,107,450 | 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 | $25,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,739 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,394 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $44 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,100 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,900 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $767,692 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $767,692 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $903,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $514,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,017,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $933,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $668,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $668,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,067,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,928,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,471,293 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,252,563 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,550,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,695,377 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,382,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,086,667 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,438,467 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $572 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $108 | LandBOYAmt |
| Land EOY | $64 | LandEOYAmt |
| Land EOYFMV | $64 | LandEOYFMVAmt |
| Total Assets BOY | $15,636,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,234,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,274,092 | 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 | $15,636,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,234,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,636,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,234,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,636,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,234,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,636,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $514,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,288 | OtherIncreasesAmt |
| Subtotal | $16,234,188 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,234,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,931,923 | $1,465,272 | $1,466,651 | $1,466,651 | |
| CAPITAL GAINS DIVIDENDS | $14,153 | $14,153 | $14,153 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,480,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $642,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,674,307 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038505 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $612,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,630,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $576,833 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,671,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049422 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $540,244 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,705,834 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $495,979 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,913,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045448 | DistributionYr5Rt |
| Total Distribution | 0.224472 | TotalDistributionRt |
| Average Distribution | 0.044894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,489,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $874,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $895,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $785,446 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,012 | OverpaymentAmt |
| Applied To ES Tax | $20,012 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER T CRACCHIOLO | IndividualWithBooksNm |
| Phone | 5864458111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24055 JEFFERSONSTE200 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480801514 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER J CRACCHIOLO | ||||||||
| 24055 JEFFERSON AVENUE SUITE 200 | ST CLAIR SHORES | MI | 48080 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| PETER T CRACCHIOLO | ||||||||
| 24055 JEFFERSON AVENUE SUITE 200 | ST CLAIR SHORES | MI | 48080 | SECRETARY & TREASURER | 10.00 | $0 | $0 | $0 |
| BERNADETTE P LINDQUIST | ||||||||
| 24055 JEFFERSON AVENUE SUITE 200 | ST CLAIR SHORES | MI | 48080 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE E CRACCHIOLO | ||||||||
| 24055 JEFFERSON AVENUE SUITE 200 | ST CLAIR SHORES | MI | 48080 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHYLLIS A DEMARS | ||||||||
| 24055 JEFFERSON AVENUE SUITE 200 | ST CLAIR SHORES | MI | 48080 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $68,828 | CompensationAmt |
| 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 | $17,298,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,176,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,310,870 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,786,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,786,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,489,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $974,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $974,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,348 | TotalTaxAmt |
| Distributable Before Adj | $934,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $934,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $934,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $785,446 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $785,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $934,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $771,229 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $771,229 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,217 | 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 | $919,909 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS' PLACE | ||||||||
| 25240 LAHSER ROAD SUITE 2 | SOUTHFIELD | MI | 48033 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BEAUMONT FOUNDATION OF GROSSE POINTE | ||||||||
| PO BOX 5802 | TROY | MI | 480079620 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CALLING ALL ANGELS | ||||||||
| 5505 BEACH ROAD | TROY | MI | 48098 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAPUCHIN SOUP KITCHEN | ||||||||
| 1820 MT ELLIOTT AVENUE | DETROIT | MI | 482073496 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION | ||||||||
| 3911 BEAUBIEN | DETROIT | MI | 48201 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| COMMUNITY FOUNDATION FOR SE MICHIGAN | ||||||||
| 333 W FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CORNERSTONE SCHOOLS | ||||||||
| 6861 E NEVADA | DETROIT | MI | 48234 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COVENANT COMMUNITY CARE | ||||||||
| 559 W GRAND BLVD | DETROIT | MI | 48216 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COVENANT HOUSE MICHIGAN | ||||||||
| 2959 MARTIN LUTHER KING JR | DETROIT | MI | 48208 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | BOULEVARD |
| DELASALLE HIGH SCHOOL | ||||||||
| 14600 COMMON ROAD | WARREN | MI | 480883387 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| DETROIT INSTITUTE OF ARTS | ||||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | NONE | PC | GENERAL OPERATING SUPPORT | $26,667 | |
| FONTBONNE AUXILIARY OF ST JOHN HOSPITAL & MEDICAL CENTER | ||||||||
| 22101 MOROSS ROAD MOB SUITE 102 | DETROIT | MI | 482369832 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FORGOTTEN HARVEST | ||||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| GROSSE POINTE WAR MEMORIAL | ||||||||
| 32 LAKE SHORE DRIVE | GROSSE POINTE FARMS | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| HOLY CROSS CHILDREN'S SERVICES | ||||||||
| 8759 CLINTON-MACON ROAD | CLINTON | MI | 49236 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| IHM SERVANTS IMMACULATE HEART MARY | ||||||||
| 610 WEST ELM AVENUE | MONROE | MI | 481627909 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| ITALIAN AMERICAN CULTURAL SOCIETY | ||||||||
| 43843 ROMEO PLANK ROAD | CLINTON TOWNSHIP | MI | 48038 | NONE | PC | GENERAL OPERATING SUPPORT | $25 | |
| ITALIAN HERITAGE SOCIETY | ||||||||
| 685 LAKE SHORE ROAD | GROSSE POINTE SHORES | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| LUTHERAN SPECIAL EDUCATION MINISTRIES | ||||||||
| 6861 E NEVADA | DETROIT | MI | 482342983 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| MONKS OF THE MOST BLESSED VIRGIN MARY OF MOUNT CARMEL | ||||||||
| PO BOX 2507 | CODY | WY | 82414 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| MOST HOLY TRINITY CHURCH | ||||||||
| 1050 PORTER STREET | DETROIT | MI | 482262405 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MOST HOLY TRINITY SCHOOL | ||||||||
| 1229 LABROSSE | DETROIT | MI | 48226 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | |
| OCIMA | ||||||||
| PO BOX 952 | BLOOMFIELD HILLS | MI | 48303 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OLD NEWSBOYS' GOODFELLOW FUND | ||||||||
| PO BOX 838 | WARREN | MI | 48090 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| OUR LADY STAR OF THE SEA | ||||||||
| 467 FAIRFIELD ROAD | GROSSE POINTE WOODS | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $40,200 | |
| OUR LADY STAR OF THE SEA - CSA | ||||||||
| 467 FAIRFIELD ROAD | GROSSE POINTE WOODS | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| PENRICKTON CENTER FOR BLIND CHILDREN | ||||||||
| 26530 EUREKA ROAD | TAYLOR | MI | 481809972 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| POPE JOHN XXII HOSPITALITY HOUSE | ||||||||
| 3977 SECOND AVENUE | DETROIT | MI | 48201 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SACRED HEART MAJOR SEMINARY | ||||||||
| 2701 CHICAGO BLVD | DETROIT | MI | 482061779 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SERVICES FOR OLDER CITIZENS | ||||||||
| 158 RIDGE ROAD | GROSSE POINTE FARMS | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOCIETY FOR PROPAGATION OF FAITH | ||||||||
| 1230 WASHINGTON BOULEVARD | DETROIT | MI | 48226 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SOLANUS CASEY CENTER CAPITAL CAMPAIGN | ||||||||
| 1820 MT ELLIOTT AVENUE | DETROIT | MI | 482073485 | NONE | PC | GENERAL OPERATING SUPPORT | $1,600 | |
| SPECIAL KIDS | ||||||||
| 21131 MACK AVENUE | GROSSE POINTE WOODS | MI | 48230 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 | |
| ST FRANCES CABRINI CLINIC | ||||||||
| 1234 PORTER STREET | DETROIT | MI | 482262407 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST JOHN HOSPICE | ||||||||
| 22101 MOROSS | DETROIT | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ST JOHN PROVIDENCE FOUNDATIONS | ||||||||
| 22101 MOROSS | DETROIT | MI | 48236 | NONE | PC | INPATIENT REHAB CENTER | $220,000 | |
| ST PHILOMENA PARISH | ||||||||
| 4281 MARSEILLES | DETROIT | MI | 48224 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| TARAHUMARA CHILDREN'S HOSPITAL | ||||||||
| 32538 SABRINA COURT | WARREN | MI | 48093 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| TEAM ANGELS FOUNDATION | ||||||||
| 19229 MACK AVENUE | GROSSE POINTE WOODS | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| THE HOLLEY INSTITUTE | ||||||||
| 22151 MOROSS ROAD | DETROIT | MI | 48236 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THEO'S WORK INC | ||||||||
| 2303 W MARKET STREET | GREENSBORO | NC | 27403 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| WAYNE COUNTY MEDICAL SOCIETY FOUNDATION | ||||||||
| 3031 W GRAND BOULEVARD SUITE 645 | DETROIT | MI | 482029929 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| WIGS 4 KIDS | ||||||||
| 30126 HARPER AVENUE | ST CLAIR SHORES | MI | 48082 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $767,692 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN PROVIDENCE HEALTH SYSTEM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22101 MOROSS | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482369832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | INPATIENT REHAB CENTER | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $626,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $869,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $869,169 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PETER CRACCHIOLO | |||||||
| 1 | 24055 EAST JEFFERSON AVE SUITE 200 | ST CLAIR SHORES | MI | 48080 | $364,325 | Yes (X) | |
| PETER CRACCHIOLO | |||||||
| 2 | 24055 EAST JEFFERSON AVE SUITE 200 | ST CLAIR SHORES | MI | 48080 | $185,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,750 SHARES OF MASCO STOCK, A PUBLICLY TRADED COMPANY | NoncashPropertyDesc |
| Fair Market Value | $364,325 | FairMarketValueAmt |
| Received | 2014-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $20,329 | $10,165 | $10,164 |
| TAX PREPARATION FEES | $5,150 | $2,575 | $2,575 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2012-06-11 | AcquiredDt |
| Cost Or Other Basis | $636 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $210 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $44 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $3,550,499 | EOYBookValueAmt |
| EOYFMV | $3,695,377 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,928,067 | EOYBookValueAmt |
| EOYFMV | $14,471,293 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,086,667 | BookValueAmt |
| EOYFMV | $1,438,467 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $636 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $572 | AccumulatedDepreciationAmt |
| Book Value | $64 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE AND OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $83,288 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $75,164 | Amt |
| Net Investment Income | $75,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J CRACCHIOLO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24055 JEFFERSON AVE NO 200 | AddressLine1Txt |
| City | ST CLAIR SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48080 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF MICH NON PROF CORPORATION REPORT FEE | $20 | $0 | $20 |
| EXCISE TAX | $28,304 | $0 | $0 |
| FOREIGN TAX PAID | $70 | $70 | $0 |