STRATEGY STUDIO / PUBLIC DATA EXPLORER

LORAINE AND MELINESE REUTER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LORAINE AND MELINESE REUTER FOUNDATION (EIN 20-1535256)
Tax period
2012-09-01 to 2013-08-31
Filed
2013-12-28
IRS object ID
201400119349100050
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-12-28T12:22:53-05:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LILY AMBROSIO-YLEN EABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line136705 TULANE DRAddressLine1
CitySterling HeightsCity
StateMIState
ZIP Code48312ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201535256EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LORAINE & MELINESE REUTER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLORANameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000 MC 7874AddressLine1
CityDetroitCity
StateMIState
ZIP Code482757874ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCOMERICA BANKName
TitleTRUSTEETitle
Phone7349302413Phone
Date Signed2014-01-03DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLILY AMBROSIO-YLENName
PTINP00016986PTIN
Phone5869397756Phone
Date Prepared2013-12-28DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY651426FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss30607DividendsRevAndExpnss
Dividends Net Invst Incm30607DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-8971NetGainSaleAssetsRevAndExpnss
Gross Sales Price285GrossSalesPrice
Total Revenue And Expenses21638TotalRevenueAndExpenses
Total Net Investment Income30609TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss4313CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm4313CompOfcrDirTrstNetInvstIncm
Other Prof Fees Rev And Expnss900OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps900OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss20OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm20OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss5233TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4333TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps900TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss31505ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps31505ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss36738TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4333TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps32405TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-15100ExcessOfRevenueOverExpenses
Net Investment Income26276NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY46097SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY40253SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV40253SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY608132InvestmentsCorpStockBOY
Investments Corp Stock EOY598876InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV611173InvestmentsCorpStockEOYFMV
Total Assets BOY654229TotalAssetsBOY
Total Assets EOY639129TotalAssetsEOY
Total Assets EOYFMV651426TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY255131CapitalStockBOY
Capital Stock EOY255131CapitalStockEOY
Retained Earnings BOY399098RetainedEarningsBOY
Retained Earnings EOY383998RetainedEarningsEOY
Total Net Assets BOY654229TotalNetAssetsBOY
Total Net Assets EOY639129TotalNetAssetsEOY
Total Liabilities Net Assets BOY654229TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY639129TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY654229TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-15100ExcessOfRevenueOverExpenses
Subtotal639129Subtotal
Total Net Assets Fund Balances EOY639129TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesGross Sales PriceGrossSalesPrice
COMMON TRUST FUND ALLOCATIONP2010-06-022012-11-309256-9256-9256
CAPITAL GAIN DIVIDENDSP2011-06-022013-08-31285285285
FieldValueIRS element (for citing)
Capital Gain Net Income-8971CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year127900QualifyingDistributionsYear1
Noncharitable Assets Year1627240NoncharitableAssetsYear1
Distribution Ratio Year10.044481DistributionRatioYear1
Qualifying Distributions Year230900QualifyingDistributionsYear2
Noncharitable Assets Year2663589NoncharitableAssetsYear2
Distribution Ratio Year20.046565DistributionRatioYear2
Qualifying Distributions Year336213QualifyingDistributionsYear3
Noncharitable Assets Year3649916NoncharitableAssetsYear3
Distribution Ratio Year30.05572DistributionRatioYear3
Qualifying Distributions Year451723QualifyingDistributionsYear4
Noncharitable Assets Year4612144NoncharitableAssetsYear4
Distribution Ratio Year40.084495DistributionRatioYear4
Qualifying Distributions Year550471QualifyingDistributionsYear5
Noncharitable Assets Year5844621NoncharitableAssetsYear5
Distribution Ratio Year50.059756DistributionRatioYear5
Total Distribution Ratio0.291016TotalDistributionRatio
Average Distribution Ratio0.058203AverageDistributionRatio
Net Noncharitable Assets654777NetNoncharitableAssets
Adjusted Noncharitable Assets38110AdjustedNoncharitableAssets
One Percent Net Investment Income263OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One38373AdjNonchrtblAssetsAndOnePct
Qualifying Distributions32405QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax526InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal526Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income526TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment510EstTaxPaymentsAndOverpayment
Total Credits And Payments510TotalCreditsAndPayments
Tax Due16TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameCOMERICA BANKBooksInCareOfPersonName
Books In Care Of Phone Number7349302413BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000 MC 7874AddressLine1
CityDetroitCity
StateMIState
ZIP Code482757874ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameCOMERICA BANKPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000 MC 7874AddressLine1
CityDetroitCity
StateMIState
ZIP Code482757874ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation4313Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities664748AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets664748TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets664748AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9971CashDeemedCharitable
Net Noncharitable Assets654777NetNoncharitableAssets
Minimum Investment Return32739MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return32739MinimumInvestmentReturn
Tax Based On Investment Income526TaxBasedOnInvestmentIncome
Total Tax526TotalTax
Distributable Amount Before Adj32213DistributableAmountBeforeAdj
Distributable Amount Before Ded32213DistributableAmountBeforeDed
Distributable Amount As Adjusted32213DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions32405ExpensesAndContributions
Qualifying Distributions32405QualifyingDistributions
Adj Qualifying Distributions32405AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted32213DistributableAmountAsAdjusted
Excess Distri Carryover Year45614ExcessDistriCarryoverYear4
Total Excess Distri Carryover5614TotalExcessDistriCarryover
Qualifying Distributions32405QualifyingDistributions
Applied To Current Year32213AppliedToCurrentYear
Remaining Distri From Corpus192RemainingDistriFromCorpus
Total Corpus5806TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year5806ExcessDistriCyovToNextYear
Excess From Year45614ExcessFromYear4
Excess From Current Year192ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMARY JO ANDERLE-MORORecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 N MAIN ST SUITE 100AddressLine1
CityAnn ArborCity
StateMIState
ZIP Code48104ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7349302413RecipientPhoneNumber
Form And Info And MaterialsLETTER FORMFormAndInfoAndMaterials
Submission DeadlinesNO DEADLINESubmissionDeadlines
Restrictions On AwardsAWARDS ARE ONLY TO FURTHER MUSIC EDUCATION AND NO GRANTS OR LOANS WILL BE GIVEN TO INDIVIDUALSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameSCHEDULE ATTACHEDRecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1CO PO BOX 75000 MC 9413AddressLine1
CityDetroitCity
StateMIState
ZIP Code48275ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusEXEMPTRecipientFoundationStatus
Purpose Of Grant Or ContributionSUPPORTPurposeOfGrantOrContribution
Amount$31,505Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year31505TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$30,607ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$8,971ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$21,638ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA21638TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMUTUAL FUNDSNameOfStock
EOY Book Value598876EOYBookValue
EOYFMV611173EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT EXPENSESDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks
Net Investment Income20NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategory
Amount$900Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps900DisbursementsCharitablePrps