ACHESON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ACHESON FAMILY FOUNDATION (EIN 20-5449358)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-05
- IRS object ID
- 201322179349100202
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-05T07:12:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205449358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHESON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACHE | NameControl |
| Phone | 2486473771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38710 WOODWARD AVE SUITE 220 | AddressLine1 |
| City | BLOOMFIELD HILLS | City |
| State | MI | State |
| ZIP Code | 48304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL ACHESON | Name |
| Title | PRESIDENT | Title |
| Phone | 2486473771 | Phone |
| Date Signed | 2013-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC WYDRA | Name |
| PTIN | P00053779 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1385525 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 476548 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 72104 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 72104 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 308602 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1147224 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 308602 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 857254 | TotalRevenueAndExpenses |
| Total Net Investment Income | 380706 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1675 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1675 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1130 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 565 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 565 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1370 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 988 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 957 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 31 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6838 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3197 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2271 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 845300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 845300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 852138 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3197 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 847571 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5116 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 377509 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 65606 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 82796 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 82796 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1543022 | InvestmentsOtherBOY |
| Investments Other EOY | 1322733 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1302729 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1608628 | TotalAssetsBOY |
| Total Assets EOY | 1405529 | TotalAssetsEOY |
| Total Assets EOYFMV | 1385525 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1608628 | RetainedEarningsBOY |
| Retained Earnings EOY | 1405529 | RetainedEarningsEOY |
| Total Net Assets BOY | 1608628 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1405529 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1608628 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1405529 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1608628 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5116 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1613744 | Subtotal |
| Other Decreases | 208215 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1405529 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 20783 SHRS TEMPLETON GLOBAL BOND FUND | P | 2011-03-10 | 2012-01-11 | 259990 | 281617 | -21627 | -21627 |
| 66650 SHRS EASYLINK SERVICES INTL CORP | P | 2008-12-31 | 2012-07-03 | 483212 | 268333 | 214879 | 214879 |
| 26653 SHRS LOOMIS SALES STRATEGIC INCOME FUND | P | 2008-01-16 | 2012-01-11 | 388336 | 288672 | 99664 | 99664 |
| CAPITAL GAINS DIVIDENDS | P | 15686 | 15686 | 15686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 308602 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 645310 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1989399 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.324374 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 205272 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1791700 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.114568 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 131090 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1665502 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.078709 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 135347 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1929781 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070136 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 129676 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1936194 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066975 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.654762 | TotalDistributionRatio |
| Average Distribution Ratio | 0.130952 | AverageDistributionRatio |
| Net Noncharitable Assets | 1228138 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 160827 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3775 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 164602 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 847571 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3775 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3775 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3775 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1920 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2400 | TaxPaidWithExtension |
| Total Credits And Payments | 4320 | TotalCreditsAndPayments |
| Overpayment | 545 | Overpayment |
| Amount Credited To Next Year | 545 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARIANNE BRAKORA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2486473771 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38710 WOODWARD AVE SUITE 220 | AddressLine1 |
| City | BLOOMFIELD HILLS | City |
| State | MI | State |
| ZIP Code | 48304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H ACHESON | ||||||||
| 38710 WOODWARD AVE SUITE 220 | BLOOMFIELD HILLS | MI | 48304 | PRESIDENT AND DIRECTOR | 1.00 | 0 | 0 | 0 |
| ADELE F ACHESON | ||||||||
| 38710 WOODWARD AVE SUITE 220 | BLOOMFIELD HILLS | MI | 48304 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| MARIANNE BRAKORA | ||||||||
| 38710 WOODWARD AVE SUITE 220 | BLOOMFIELD HILLS | MI | 48304 | SECRETARY AND TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1210170 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 36671 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1246841 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1246841 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18703 | CashDeemedCharitable |
| Net Noncharitable Assets | 1228138 | NetNoncharitableAssets |
| Minimum Investment Return | 61407 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61407 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3775 | TaxBasedOnInvestmentIncome |
| Total Tax | 3775 | TotalTax |
| Distributable Amount Before Adj | 57632 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 57632 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 57632 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 847571 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 847571 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3775 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 843796 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57632 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 38320 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 40980 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 49817 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 120521 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 549618 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 799256 | TotalExcessDistriCarryover |
| Qualifying Distributions | 847571 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 57632 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 789939 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1589195 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 38320 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1550875 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 40980 | ExcessFromYear4 |
| Excess From Year3 | 49817 | ExcessFromYear3 |
| Excess From Year2 | 120521 | ExcessFromYear2 |
| Excess From Year1 | 549618 | ExcessFromYear1 |
| Excess From Current Year | 789939 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL H ACHESON | ContributingManager |
| Contributing Manager | ADELE F ACHESON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BEYOND BASICS | |||||||
| PO BOX 1504 | BIRMINGHAM | MI | 48012 | NONE | PUBLIC | EDUCATIONAL | $300 |
| IMERMAN ANGELS | |||||||
| 400 W ERIE ST SUITE 405 | CHICAGO | IL | 60654 | NONE | PUBLIC | HEALTHCARE | $10,000 |
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | EDUCATIONAL | $700,000 |
| DETROIT PUBLIC TV | |||||||
| 1 CLOVER COURT | WIXOM | MI | 483932247 | NONE | PUBLIC | EDUCATIONAL | $10,000 |
| WAYNE STATE UNIVERSITY - MATH CORPS | |||||||
| 4841 CASS AVE 2155 OLD MAIN | DETROIT | MI | 48201 | NONE | PUBLIC | EDUCATIONAL | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 845300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72,104 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $308,602 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $380,706 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 380706 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MICHAEL ADELE ACHESON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38710 WOODWARD AVE SUITE 220 | AddressLine1 |
| City | BLOOMFIELD HILLS | City |
| State | MI | State |
| ZIP Code | 48304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 476548 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 66,650 SHS EASYLINK STOCK | NoncashPropertyDescription |
| Fair Market Value | 476548 | FairMarketValue |
| Date Received | 2012-05-04 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,350 | Amount |
| Net Investment Income | 1675 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1675 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TEMPLETON GLOBAL BOND FUND | AT COST | 972733 | 957651 |
| PIMCO TOTAL RETURN INSTL | AT COST | 350000 | 345078 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCESS FMV OVER COST BASIS OF ASSETS CONTRIBUTED | Description |
| Amount | $208,215 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES AND OTHER FEES | 62 | 31 | 31 |
| FOREIGN TAX PAID | 926 | 926 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $1,130 | Amount |
| Net Investment Income | 565 | NetInvestmentIncome |
| Disbursements Charitable Prps | 565 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $1,370 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |