WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-08
- IRS object ID
- 201322209349100102
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-08T05:34:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380836500 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CANFIELD PADDOCK & STONE PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383269446 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISNE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISN | NameControl |
| Phone | 2487356010 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH WISNE | Name |
| Title | SECY & TREASURER | Title |
| Phone | 2487356010 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M THOMS | Name |
| PTIN | P00187137 | PTIN |
| Phone | 2488792000 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1160837 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 27 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 23355 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23355 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24139 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 630105 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24139 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 47521 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47521 | 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 |
| Legal Fees Rev And Expnss | 2514 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1257 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1257 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3750 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1875 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1875 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 505 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 311 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 13300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6651 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6649 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20069 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10094 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9781 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 114000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 114000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 134069 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10094 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 123781 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -86548 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37427 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38143 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 69345 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 69345 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 807711 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 738492 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 841597 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 290593 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 242062 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 249895 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1136447 | TotalAssetsBOY |
| Total Assets EOY | 1049899 | TotalAssetsEOY |
| Total Assets EOYFMV | 1160837 | 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 | 1136447 | RetainedEarningsBOY |
| Retained Earnings EOY | 1049899 | RetainedEarningsEOY |
| Total Net Assets BOY | 1136447 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1049899 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1136447 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1049899 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1136447 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -86548 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1049899 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1049899 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| THRU SUN TRUST - SEE ATTACHED | P | 626736 | 605966 | 20770 | 20770 |
| CAPITAL GAINS DIVIDENDS | P | 3369 | 3369 | 3369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24139 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88079 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1241498 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070946 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46689 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1083023 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043110 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 44278 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 815887 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054270 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 17687 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 921250 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.019199 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32035 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1036636 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030903 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.218428 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043686 | AverageDistributionRatio |
| Net Noncharitable Assets | 1182544 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51661 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 374 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52035 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 123781 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 374 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 374 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 766 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 766 | TotalCreditsAndPayments |
| Overpayment | 392 | Overpayment |
| Amount Credited To Next Year | 392 | 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 | SUSAN DAVIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2487356010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 1095721 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 104831 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1200552 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1200552 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18008 | CashDeemedCharitable |
| Net Noncharitable Assets | 1182544 | NetNoncharitableAssets |
| Minimum Investment Return | 59127 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59127 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Total Tax | 374 | TotalTax |
| Distributable Amount Before Adj | 58753 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 58753 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 58753 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 123781 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 123781 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 374 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 123407 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 58753 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 45 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 27888 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 27933 | TotalExcessDistriCarryover |
| Qualifying Distributions | 123781 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 58753 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 65028 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 92961 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 92961 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 45 | ExcessFromYear3 |
| Excess From Year1 | 27888 | ExcessFromYear1 |
| Excess From Current Year | 65028 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACADEMY OF THE SACRED HEART | |||||||
| 1250 KENSINGTON ROAD | BLOOMFIELD HILLS | MI | 48304 | NONE | PUBLIC CHARITY | GENERAL | $46,000 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE | $20,000 |
| MERCY HIGH SCHOOL | |||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| RUSS THOMAS SCHOLARSHIP FUND | |||||||
| 3707 W MAPLE STREET 13 | BLOOMFIELD HILLS | MI | 483013212 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| 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 | $5,000 |
| 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 |
| MADONNA UNIVERSITY | |||||||
| 36600 SCHOOLCRAFT RD | LIVONIA | MI | 48150 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 114000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,355 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $24,139 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $47,521 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 47521 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RIDGEWORTH FD - INTERMED BD A SHS #850 | 51695 | 53959 |
| PIMCO FUNDS INVT GRADE CORP BD INSTL CLS A | 29661 | 32448 |
| NEUBERGER BERMAN HIGH INCOME BD FD | 42361 | 44372 |
| PIMCO LOW DURATION FD | 32104 | 32409 |
| DOUBLELINE FUNDS - TOTAL RETURN BOND | 64503 | 64627 |
| PIMCO FUNDS EMERGING LOCAL BD FD INSTL CL | 21738 | 22080 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FORUM FDS ABSOLUTE STRATEGIES | 52493 | 53514 |
| RIDGEWORTH FD - LARGECAP VALUE EQUITY SHS | 69720 | 102931 |
| ABERDEEN FDS EQUITY LONG SHORT FUND | 31945 | 33014 |
| JANUS PERKINS SMALL CAP VALUE FD | 21910 | 22765 |
| MANNING & NAPIER FD WORLD OPPTYS SER | 139208 | 143070 |
| OPPENHEIMER DEVEL MKTS CLS Y | 77856 | 85989 |
| FEDERATED EQUITY FDS STRATEGIC VALUE FD | 78660 | 89201 |
| T ROWE PRICE LARGE CAP GROWTH FUND | 82970 | 116232 |
| HARBOR FUND CAP APPRECIATION | 94813 | 103306 |
| T ROWE PRICE SMALL CAP GROWTH | 23143 | 23052 |
| WASATCH FDS LONG SHORT FUND | 65774 | 68523 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER, CANFIELD, PADDOCK AND STONE, PLC | Category |
| Amount | $2,514 | Amount |
| Net Investment Income | 1257 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1257 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - SUNTRUST | 13285 | 6643 | 6642 |
| BANK FEES | 10 | 5 | 5 |
| POSTAGE | 5 | 3 | 2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EPOCH RESTAURANT GROUP - MANAGEMENT FEES | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 1875 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1875 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN INCOME TAX WITHHOLDING | $311 | 311 | 0 |
| EXCISE TAX | $194 | 0 | 0 |