WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349101401
- Schema version
- 2013v3.0
- 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
- 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 | 2014-11-14T13:43:19-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 & STONE PLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 W LONG LAKE ROAD SUITE 200 | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 480986358 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 39810 GRAND RIVER AVENUE STE C-200 | AddressLine1 |
| City | NOVI | City |
| State | MI | State |
| ZIP Code | 48375 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WISNE | PersonNm |
| Person Title | SECY & TREASURER | PersonTitleTxt |
| Phone | 2487356010 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M THOMS | PreparerPersonNm |
| PTIN | P00187137 | PTIN |
| Phone | 2488792000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,385,903 | 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 | $110,169 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,672 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,784 | 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 | $3,232 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,616 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,616 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,018 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $672,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $668,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $845,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $307,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $336,489 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $339,293 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,049,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,205,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,385,903 | 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 | $1,049,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,205,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,049,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,205,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,049,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,205,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,049,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,205,981 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,205,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50.382 SHS, ABERDEEN EQUITY | P | 2010-10-25 | 2013-02-05 | $593 | $581 | $12 | $12 |
| 31.464 SHS, ABERDEEN EQUITY | P | 2010-10-25 | 2013-03-11 | $376 | $362 | $14 | $14 |
| 52.552 SHS, ADVISORS CAMBIAR SMALL | P | 2013-03-11 | 2013-07-29 | $1,184 | $1,089 | $95 | $95 |
| 15.874 SHS, ADVISORS CAMBRIAR SMALL | P | 2013-03-11 | 2013-10-07 | $367 | $329 | $38 | $38 |
| 963.604 SHS, DOUBLELINE TOTAL RETURN | P | 2012-11-19 | 2013-03-11 | $10,908 | $10,975 | -$67 | -$67 |
| 23.192 SHS, EATON VANCE ATLANTA CAP | P | 2013-03-11 | 2013-07-29 | $513 | $474 | $39 | $39 |
| 8.278 SHS, EATON VANCE ATLANTA | P | 2013-03-11 | 2013-10-07 | $188 | $169 | $19 | $19 |
| 942.61 SHS, FEDERATED STRATEGIC VALUE | P | 2010-10-25 | 2013-02-05 | $4,911 | $4,153 | $758 | $758 |
| 6,330.608 SHS, FEDERATED STRATEGIC | P | 2010-10-25 | 2013-03-11 | $33,299 | $27,855 | $5,444 | $5,444 |
| 402.832 SHS, FEDERATED STRATEGIC | P | 2010-10-25 | 2013-07-29 | $2,276 | $1,772 | $504 | $504 |
| 183.563 SHS, HARBOR CAP APPRECIATION | P | 2012-08-06 | 2013-02-05 | $8,141 | $7,585 | $556 | $556 |
| 2,246.018 SHS, HARBOR CAP APPRECIATION | P | 2011-11-10 | 2013-03-11 | $101,812 | $87,228 | $14,584 | $14,584 |
| 611.039 SHS, T ROWE PRICE INSTL LARGE | P | 2008-01-07 | 2013-02-05 | $12,178 | $8,711 | $3,467 | $3,467 |
| 429.449 SHS, T ROWE PRICE INSTL LARGE | P | 2013-03-11 | 2013-07-29 | $9,822 | $8,808 | $1,014 | $1,014 |
| 25.426 SHS, T ROWE PRICE INSTL LARGE | P | 2010-05-24 | 2013-07-29 | $581 | $344 | $237 | $237 |
| 737.81 SHS, T ROWE PRICE INSTL LARGE | P | 2010-05-24 | 2013-10-07 | $17,855 | $9,975 | $7,880 | $7,880 |
| 41.386 SHS, JANUS PERKINS SMALL CAP VALUE | P | 2012-12-20 | 2013-02-05 | $927 | $878 | $49 | $49 |
| 50.444 SHS, JANUS PERKINS SMALL CAP VALUE | P | 2011-08-15 | 2013-02-05 | $1,130 | $1,145 | -$15 | -$15 |
| 987.035 SHS, JANUS PERKINS SMALL CAP VALUE | P | 2009-10-26 | 2013-03-11 | $22,762 | $19,887 | $2,875 | $2,875 |
| 2.596 SHS, JANUS PERKIS SMALL CAP VALUE | P | 2012-12-20 | 2013-03-11 | $60 | $55 | $5 | $5 |
| 368.591 SHS, JOHN HANCOCK III DISCIPLINED VALUE | P | 2013-03-11 | 2013-07-29 | $6,384 | $5,724 | $660 | $660 |
| 2,981.103 SHS, JP MORGAN TRUST US EQUITY | P | 2013-03-11 | 2013-10-07 | $40,543 | $36,808 | $3,735 | $3,735 |
| 1,598.531 SHS, MANNING & NAPIER WORLD OPPTYS | P | 2009-10-26 | 2013-02-05 | $13,060 | $12,852 | $208 | $208 |
| 264.959SHS, MANNING & NAPIER WORLD OPPTYS | P | 2009-10-26 | 2013-10-07 | $2,337 | $2,130 | $207 | $207 |
| 49.229 SHS, MANNING & NAPIER WORLD OPPTYS | P | 2013-07-29 | 2013-10-07 | $434 | $415 | $19 | $19 |
| 109.622 SHS, MANNING & NAPIER WORLD OPPTYS | P | 2013-03-11 | 2013-10-07 | $967 | $900 | $67 | $67 |
| 28.812 SHS, NEUBERGER BERMAN HIGH INCOME | P | 2012-12-20 | 2013-02-05 | $274 | $274 | $0 | $0 |
| 24.139 SHS, NEUBERGER BERMAN HIGH INCOME | P | 2012-12-20 | 2013-03-11 | $231 | $229 | $2 | $2 |
| 1,617.252 SHS, NEUBERGER BERMAN HIGH INCOME | P | 2012-08-06 | 2013-03-11 | $15,493 | $15,186 | $307 | $307 |
| 108.505 SHS, NEUBERGER BERMAN HIGH INCOME | P | 2011-09-12 | 2013-03-11 | $1,039 | $961 | $78 | $78 |
| 2,901.9258 SHS, NEUBERGER BERMAN HIGH INCOME | P | 2011-09-12 | 2013-07-29 | $27,510 | $25,711 | $1,799 | $1,799 |
| 166.026 SHS, OPPENHEIMER DEVELOPING MKTS | P | 2010-10-25 | 2013-02-05 | $5,957 | $5,718 | $239 | $239 |
| .646 SHS, OPPENHEIMER DEVELOPNG MKTS INSTL | P | 2010-10-25 | 2013-07-29 | $23 | $22 | $1 | $1 |
| 31.11 SHS, OPPENHEIMER DEVELOPNG MKTS INSTL | P | 2013-03-11 | 2013-07-29 | $1,084 | $1,110 | -$26 | -$26 |
| 406.37 SHS, OPPENHEIMER DEVELOPING MKTS | P | 2010-10-25 | 2013-10-07 | $15,056 | $13,930 | $1,126 | $1,126 |
| 3,179.039 SHS, PIMCO LOW DURATION | P | 2013-03-11 | $33,285 | $33,103 | $182 | $182 | |
| 1,001.353 SHS, PIMCO INVT GRADE CORP | P | 2013-03-11 | $11,105 | $10,506 | $599 | $599 | |
| 10,683 SHS, RIDGEWORTH FD LARGE CAP | P | 2008-08-18 | 2013-02-05 | $10,683 | $8,494 | $2,189 | $2,189 |
| 3,684.949 SHS, RIDGEWORTH FD LARGE CAP | P | 2008-10-20 | 2013-03-11 | $57,780 | $37,194 | $20,586 | $20,586 |
| 173.131 SHS, RIDGEWORTH FD LARGECAP | P | 2008-11-24 | 2013-07-29 | $2,964 | $1,456 | $1,508 | $1,508 |
| 672.649 SHS, RIDGEWORTH FD LARGE CAP | P | 2008-11-24 | 2013-10-07 | $11,657 | $5,657 | $6,000 | $6,000 |
| 5,418.585 SHS, RIDGEWORTH FD INTERMEDIATE | P | 2007-07-02 | 2013-07-29 | $54,728 | $53,646 | $1,082 | $1,082 |
| 142.256 SHS, T ROWE PRICE DIVERSIFIED SMALLCAP GROWTH | P | 2012-09-04 | 2013-02-05 | $2,673 | $2,495 | $178 | $178 |
| 38.41 SHS, T ROWE PRICE DIVERSIFIED SMALLCAP GROWTH | P | 2012-09-04 | 2013-03-11 | $749 | $674 | $75 | $75 |
| 77.186 SHS, T ROWE PRICE DIVERSIFIED SMALLCAP | P | 2012-09-04 | 2013-07-29 | $1,668 | $1,354 | $314 | $314 |
| 56.701 SHS, T ROWE PRICE DIVERSIFIED SMALL CAP | P | 2012-09-04 | 2013-10-07 | $1,303 | $995 | $308 | $308 |
| 1,069.231 SHS, VANGUARD MTG BACKED SECS | P | 2013-03-11 | 2013-07-29 | $21,866 | $22,240 | -$374 | -$374 |
| 25.471 SHS, WASATCH LONG SHORT | P | 2012-08-06 | 2013-10-07 | $406 | $341 | $65 | $65 |
| 469.632 SHS, WASATCH 1ST SOURCE | P | 2012-08-06 | 2013-02-05 | $7,021 | $6,285 | $736 | $736 |
| 27.818 SHS, WASATCH 1ST SOURCE | P | 2012-09-06 | 2013-03-11 | $422 | $372 | $50 | $50 |
| CAPITAL GAINS DIVIDENDS | P | $14,244 | $14,244 | $14,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,672 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,182,544 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,241,498 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,689 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,083,023 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043110 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $815,887 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054270 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $921,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019199 | DistributionYr5Rt |
| Total Distribution | 0.291882 | TotalDistributionRt |
| Average Distribution | 0.058376 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,231,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,890 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,016 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,701 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $392 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $392 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,640 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN DAVIS | IndividualWithBooksNm |
| Phone | 2487356010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39810 GRAND RIVER AVE STE C-200 | AddressLine1 |
| City | NOVI | City |
| State | MI | State |
| ZIP Code | 48375 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE A WISNE | ||||||||
| 39810 GRAND RIVER AVE STE C-200 | NOVI | MI | 48375 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALAN L WISNE | ||||||||
| 39810 GRAND RIVER AVE STE C-200 | NOVI | MI | 48375 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH L WISNE | ||||||||
| 39810 GRAND RIVER AVE STE C-200 | NOVI | MI | 48375 | 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 | $1,160,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,250,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,250,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,231,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,032 | TotalTaxAmt |
| Distributable Before Adj | $59,543 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,543 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,701 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,701 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $45 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $27,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,842 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,842 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,119 | 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 | $89,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $24,091 | ExcessFromYear2Amt |
| Excess From Year1 | $65,028 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| ANGELA HOSPICE | |||||||
| 14100 NEWBURGH RD | LIVONIA | MI | 48154 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| CORNERSTONE SCHOLARSHIP FUND | |||||||
| 1001 EAST BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PUBLIC CHARITY | GENERAL | $700 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 6613 N WAYNE RD | WESTLAND | MI | 48185 | NONE | PUBLIC CHARITY | GENERAL | $700 |
| 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 | $5,350 |
| SACRED HEART MAJOR SEMINARY FOUNDATION | |||||||
| 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 | $10,000 |
| WOMEN PLAYING FOR TIME | |||||||
| 3160 SOUTHGATE COMMERCE BLVD 50 | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL | $8,000 |
| ASPCA | |||||||
| 6955 W KL AVE | KALAMAZOO | MI | 49009 | NONE | PUBLIC CHARITY | GENERAL | $700 |
| THE SALVATION ARMY | |||||||
| 33600 PLYMOUTH RD | LIVONIA | MI | 48150 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| 9 NORTH LEWIS STREET | LEXINGON | VA | 24450 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| CATHOLIC YOUTH ORGANIZATION | |||||||
| 305 MICHIGAN AVE | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,200 | 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 | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,064 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $119,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,784 | 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 | 39810 GRAND RIVER SUITE C-200 | AddressLine1 |
| City | NOVI | City |
| State | MI | State |
| ZIP Code | 48375 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $110,169 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO FUNDS INVT GRADE CORP BD INSTL CLS A | $23,082 | $23,404 |
| DOUBLELINE FUNDS - TOTAL RETURN BOND | $60,292 | $57,675 |
| PIMCO FUNDS EMERGING LOCAL BD FD INSTL CL | $25,675 | $22,487 |
| WASATCH FDS LONG SHORT FUND | $60,326 | $72,898 |
| EATON VANCE FLOATING RATE | $29,409 | $29,473 |
| GOLDMAN SACHS LOCAL EMERGING MARKETS | $25,865 | $22,621 |
| ISHARES BARCLAYS 3-7 YEAR | $35,223 | $34,929 |
| OSTERWEIS STRATEGIC INCOME FUND | $29,488 | $29,465 |
| PIMCO 1-5 YEAR US TIPS INDEX ETF | $23,444 | $23,380 |
| WESTERN ASSET MORTGAGE BACKED SECURITIES FD | $23,685 | $22,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FORUM FDS ABSOLUTE STRATEGIES | $57,842 | $58,262 |
| RIDGEWORTH FD - LARGECAP VALUE EQUITY SHS | $21,019 | $37,883 |
| ABERDEEN FDS EQUITY LONG SHORT FUND | $32,586 | $36,252 |
| MANNING & NAPIER FD WORLD OPPTYS SER | $125,031 | $151,037 |
| OPPENHEIMER DEVEL MKTS CLS Y | $58,525 | $71,416 |
| FEDERATED EQUITY FDS STRATEGIC VALUE FD | $47,174 | $61,971 |
| T ROWE PRICE LARGE CAP GROWTH FUND | $63,940 | $130,359 |
| T ROWE PRICE SMALL CAP GROWTH | $17,777 | $25,329 |
| CAMBIAR SMALL CAP FUND | $23,494 | $25,951 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND | $10,552 | $12,727 |
| JOHN HANCOCK DISCIPLINED VALUE FUND | $77,868 | $89,524 |
| JP MORGAN US EQUITY FUND | $56,519 | $64,169 |
| MAINSTAY ICAP INTL FUND | $76,297 | $80,862 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FEDERATED TREASURY OBLIGATIONS, CL #68 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $51,850 | BookValueAmt |
| EOYFMV | $51,850 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER, CANFIELD, PADDOCK AND STONE, PLC | CategoryTxt |
| Legal Fees | $3,232 | LegalFeesAmt |
| Net Investment Income | $1,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,616 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - SUNTRUST | $13,954 | $13,954 | $0 |
| BANK FEES | $20 | $10 | $10 |
| RECORD AND EQUIPMENT STORAGE | $150 | $75 | $75 |
| ADMINISTRATIVE FEES - SUNTRUST | $300 | $300 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EPOCH RESTAURANT GROUP - MANAGEMENT FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX WITHHOLDING | CategoryTxt |
| Amt | $415 | Amt |
| Net Investment Income | $415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |