WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-28
- IRS object ID
- 201601809349100750
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-28T13:38:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2487356010 | 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 | 2487356010 | PhoneNum |
| Signature | 2016-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN M SCHLUTER | PreparerPersonNm |
| PTIN | P00960299 | PTIN |
| Phone | 2488792000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,551,183 | 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 | $231,548 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $462,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,361 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $303,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,548 | 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 | $3,018 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,509 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,509 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $120 | CashEOYAmt |
| Cash EOYFMV | $120 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $203,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $334,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $334,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $712,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $712,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $754,889 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $362,198 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $398,689 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $367,182 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $76,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,354,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,540,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,551,183 | 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 | $1,354,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,540,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,354,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,354,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,540,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,354,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,557,211 | SubtotalAmt |
| Other Decreases | $17,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU SUNTRUST | P | $153,944 | $150,956 | $2,988 | $2,988 |
| THRU SUNTRUST | P | $281,096 | $262,163 | $18,933 | $18,933 |
| CAPITAL GAINS DIVIDENDS | P | $27,440 | $27,440 | $27,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,361 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,427 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,401,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,231,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045230 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,182,544 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,079 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,241,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,083,023 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043110 | DistributionYr5Rt |
| Total Distribution | 0.314598 | TotalDistributionRt |
| Average Distribution | 0.062920 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,446,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $533 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,569 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,248 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,248 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $1,177 | OverpaymentAmt |
| Applied To ES Tax | $1,177 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN E DAVIS | IndividualWithBooksNm |
| Phone | 2487356010 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE A WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALAN L WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH L WISNE | ||||||||
| PO BOX 758 | NOVI | MI | 48376 | SECRETARY & TREASURER | 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 | $1,255,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,468,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,468,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,446,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,067 | TotalTaxAmt |
| Distributable Before Adj | $71,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,028 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,778 | 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 | $100,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,091 | ExcessFromYear4Amt |
| Excess From Year3 | $65,028 | ExcessFromYear3Amt |
| Excess From Year1 | $3,426 | ExcessFromYear1Amt |
| Excess From Current Year | $8,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM SOCIETY OF OAKLAND COUNTY | |||||||
| 3770 WOODMAN DRIVE | TROY | MI | 48084 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| COMMUNITY SHARING | |||||||
| 1550 N MILFORD ROAD | HIGHLAND | MI | 48357 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FRAGILE X ASSOC OF MICHIGAN | |||||||
| PO BOX 1414 | TROY | MI | 48099 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MERCY HIGH SCHOOL | |||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| RUSS THOMAS SCHOLARSHIP FUND | |||||||
| 3707 W MAPLE STREET 13 | BLOOMFIELD HILLS | MI | 483013212 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SACRED HEART ACADEMY | |||||||
| 2701 W CHICAGO BLVD | DETROIT | MI | 48206 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| SACRED HEART MAJOR SEMINARY | |||||||
| 2701 W CHICAGO BLVD | DETROIT | MI | 48206 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 NORTH MAIN STREET | FINDLAY | OH | 45840 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| U OF D JESUIT HIGH SCHOOL & ACADEMY | |||||||
| 8400 S CAMBRIDGE AVE | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| CORNERSTONE UNIVERSITY | |||||||
| 1001 E BELTLINE AVE | NE GRAND RAPIDS | MI | 49525 | NONE | PUBLIC CHARITY | GENERAL | $4,400 |
| SISTERS OF CHRISTIAN LOVE | |||||||
| 1828 JAY STREET | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,400 | 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 | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,548 | 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 Person | ANTHONY E WISNE TRUST | ContributorPersonNm |
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 | $231,548 | 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 | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO FUNDS INVT GRADE CORP BD INSTL CLS A | $84,684 | $80,309 |
| DOUBLELINE FUNDS - TOTAL RETURN BOND | $60,447 | $58,015 |
| WASATCH FDS LONG SHORT FUND | $97,800 | $78,433 |
| OSTERWEIS STRATEGIC INCOME FUND | $43,996 | $39,747 |
| VANGUARD MORTGAGE-BACKED SECURITIES | $35,369 | $35,122 |
| ISHARES TREASURY BOND ETF | $76,393 | $75,556 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER DEVEL MKTS CLS Y | $20,622 | $22,522 |
| FEDERATED EQUITY FDS STRATEGIC VALUE FD | $45,666 | $57,794 |
| T ROWE PRICE LARGE CAP GROWTH FUND | $47,125 | $97,286 |
| T ROWE PRICE SMALL CAP GROWTH | $8,115 | $11,765 |
| CAMBIAR SMALL CAP FUND | $13,508 | $11,193 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND | $32,091 | $36,363 |
| JOHN HANCOCK DISCIPLINED VALUE FUND | $135,739 | $137,916 |
| JP MORGAN US EQUITY FUND | $104,117 | $107,420 |
| MAINSTAY ICAP INTL FUND | $61,676 | $56,140 |
| BRANDES INTL SMALL CAP EQUITY FUND | $24,553 | $23,267 |
| ISHARES CORE MSCI PACIFIC | $25,256 | $23,287 |
| ISHARES CORE MSCI EUROPE | $49,648 | $45,070 |
| VAN ECK EMERGING MARKETS FUND | $27,000 | $22,293 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN | $24,965 | $22,837 |
| JOHCM INTL SELECT FUND | $92,329 | $79,736 |
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 | $94,836 | BookValueAmt |
| EOYFMV | $94,836 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER, CANFIELD, PADDOCK AND STONE, PLC | CategoryTxt |
| Legal Fees | $3,018 | LegalFeesAmt |
| Net Investment Income | $1,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,509 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YEAR END BOOK TO TAX ADJUSTMENTS | Desc |
| Amt | $17,000 | Amt |
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 | $15,666 | $15,666 | $0 |
| BANK FEES | $300 | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX WITHHOLDING | $438 | $438 | $0 |
| EXCISE TAX | $2,248 | $0 | $0 |