THE D DAN AND BETTY KAHN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE D DAN AND BETTY KAHN FOUNDATION (EIN 38-2712361)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-08-14
- IRS object ID
- 201322269349100042
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T14:47:52-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWNE SQUARE SUITE 600 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 48076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382712361 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D DAN AND BETTY KAHN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DDAN | NameControl |
| Phone | 5867557770 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8655 E EIGHT MILE ROAD | AddressLine1 |
| City | WARREN | City |
| State | MI | State |
| ZIP Code | 48089 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR WEISS | Name |
| Title | TREASURER | Title |
| Phone | 5867557770 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN SIMMONS | Name |
| PTIN | P00360690 | PTIN |
| Phone | 2483727300 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 121470438 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 119696065 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 786617 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94367 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -7873 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9743422 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 120474809 | TotalRevenueAndExpenses |
| Total Net Investment Income | 94367 | 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 | 2466 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1233 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1233 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1274 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 36 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 18 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3776 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1251 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1251 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1512000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1512000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1515776 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1251 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1513251 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 118959033 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93116 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 693997 | CashBOY |
| Cash EOY | 10415852 | CashEOY |
| Cash EOYFMV | 10415852 | CashEOYFMV |
| Receivables From Officers EOY | 100000 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 100000 | ReceivablesFromOfficersEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 108869271 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 109282629 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1856553 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1928627 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 813201 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 745818 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 724170 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 639627 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1648 | InvestmentsOtherBOY |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 219129 | OtherAssetsEOY |
| Other Assets EOYFMV | 219129 | OtherAssetsEOYFMV |
| Total Assets BOY | 3298016 | TotalAssetsBOY |
| Total Assets EOY | 122257049 | TotalAssetsEOY |
| Total Assets EOYFMV | 121470438 | 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 | 3298016 | RetainedEarningsBOY |
| Retained Earnings EOY | 122257049 | RetainedEarningsEOY |
| Total Net Assets BOY | 3298016 | TotalNetAssetsBOY |
| Total Net Assets EOY | 122257049 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3298016 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 122257049 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3298016 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 118959033 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 122257049 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 122257049 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | JP MORGAN | DescriptionOfAsset |
| Date Acquired | 2011-12-01 | DateAcquired |
| Date Sold | 2012-11-30 | DateSold |
| Gross Sales Price | 9743422 | GrossSalesPrice |
| Cost Or Other Basis | 9751295 | CostOrOtherBasis |
| Gain Or Loss | -7873 | GainOrLoss |
| Gains Minus Excess Or Losses | -7873 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7873 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 156680 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1950152 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080342 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 168334 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1956110 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.086055 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 250130 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1729307 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.144642 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 261419 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2392057 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.109286 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 457216 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3381242 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.135221 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.555546 | TotalDistributionRatio |
| Average Distribution Ratio | 0.111109 | AverageDistributionRatio |
| Net Noncharitable Assets | 39935542 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4437198 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 931 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4438129 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1513251 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1862 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1862 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1862 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1520 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 6520 | TotalCreditsAndPayments |
| Overpayment | 4658 | Overpayment |
| Amount Credited To Next Year | 4658 | 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 | 1 | 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 | MICHAEL BRENNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5867557770 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8655 E EIGHT MILE ROAD | AddressLine1 |
| City | WARREN | City |
| State | MI | State |
| ZIP Code | 48089 | 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 WOLFE | ||||||||
| 8655 E EIGHT MILE RD | WARREN | MI | 48089 | PRESIDENT / TRUSTEE | 1.00 | 0 | 0 | 0 |
| PATRICE AARON | ||||||||
| 2800 STEIN COURT | ANN ARBOR | MI | 48105 | VICE PRESIDENT / TRUSTEE | 1.00 | 0 | 0 | 0 |
| ARTHUR WEISS | ||||||||
| 27777 FRANKLIN RD SUITE 2500 | SOUTHFIELD | MI | 48034 | 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 | 38148146 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2395551 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 40543697 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 40543697 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 608155 | CashDeemedCharitable |
| Net Noncharitable Assets | 39935542 | NetNoncharitableAssets |
| Minimum Investment Return | 1996777 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1996777 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1862 | TaxBasedOnInvestmentIncome |
| Total Tax | 1862 | TotalTax |
| Distributable Amount Before Adj | 1994915 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1994915 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1994915 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1513251 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1513251 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1513251 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1994915 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 293016 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 146875 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 166576 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 72267 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 60666 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 739400 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1513251 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1513251 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 481664 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 481664 | ExcessDistriCyovAppliedCY |
| Total Corpus | 257736 | 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 | 257736 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 124803 | ExcessFromYear3 |
| Excess From Year2 | 72267 | ExcessFromYear2 |
| Excess From Year1 | 60666 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF METRO DETROIT | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | NONE | 501 (C)(3) | GENERAL CHARITABLE PURPOSE | $50,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | NONE | 501 (C)(3) | GENERAL CHARITABLE PURPOSE | $1,000 |
| JEWISH WOMEN'S FOUNDATION | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | NONE | 501 (C)(3) | GENERAL CHARITABLE PURPOSES | $26,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 301 E LIBERTY STE 300 | ANN ARBOR | MI | 48014 | NONE | 501 (C)(3) | GENERAL CHARITABLE PURPOSE | $1,430,000 |
| YESHIVA BETH YEHUDA | |||||||
| PO BOX 2044 | SOUTHFIELD | MI | 48037 | NONE | 501 (C)(3) | GENERAL CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1512000 | 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 | $786,617 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$7,873 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $778,744 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 778744 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVID D KAHN IRREVOCABLE TRUST UTA | 8655 E EIGHT MILE RD | WARREN | MI | 48089 | 95901114 | X | |
| 2 | DAVID D KAHN IRREVOCABLE TRUST UTA | 8655 E EIGHT MILE RD | WARREN | MI | 48089 | 23525041 | X | |
| 3 | DAVID D KAHN IRREVOCABLE TRUST UTA | 8655 E EIGHT MILE RD | WARREN | MI | 48089 | 269910 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | 95901114 | 2012-07-11 |
| 2 | MARKETABLE SECURITIES | 23525040 | 2012-10-26 |
Charitable Contributions CharitableContributions (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Purpose Of GiftPurposeOfGift | Use Of GiftUseOfGift |
|---|---|---|
| 1 | GENERAL CHARITABLE PURPOSE | GENERAL CHARITABLE PURPOSE |
| 2 | GENERAL CHARITABLE PURPOSE | GENERAL CHARITABLE PURPOSE |
| 3 | GENERAL CHARITABLE PURPOSE | GENERAL CHARITABLE PURPOSE |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | Category |
| Amount | $2,466 | Amount |
| Net Investment Income | 1233 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1233 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOND INVESTMENTS | NameOfBond |
| EOY Book Value | 724170 | EOYBookValue |
| EOYFMV | 639627 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 1928627 | EOYBookValue |
| EOYFMV | 813201 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 108869271 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 109282629 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTION RECEIVABLE | Description |
| EOY Book Value | 219129 | EOYBookValue |
| EOYFMV | 219129 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 36 | RevenueAndExpensesPerBooks |
| Net Investment Income | 18 | NetInvestmentIncome |
| Disbursements Charitable Prps | 18 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID D KAHN IRREVOCABLE TRUST UTA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8655 E EIGHT MILE RD | AddressLine1 |
| City | WARREN | City |
| State | MI | State |
| ZIP Code | 48089 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,274 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |