WISNE CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WISNE CHARITABLE FOUNDATION (EIN 38-3269446)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-22
- IRS object ID
- 201202359349100100
- Schema version
- 2011v1.2
- 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 | 2012-08-22T05:47:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | TONI WISNE SABINA | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2487356010 | Phone |
| Date Signed | 2012-08-22 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1161245 | 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 | 15 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 15 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35562 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35562 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 68995 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13746 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 68995 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 104572 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104572 | 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 | 2740 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1370 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1370 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3384 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1692 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1692 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 373 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 373 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 13918 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6959 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6959 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20415 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10394 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10021 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 99415 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10394 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 89021 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5157 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94178 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10492 | CashBOY |
| Savings And Temp Cash Invst BOY | 71720 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38143 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38143 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 800451 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 807711 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 827757 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 248627 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 290593 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 295345 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1131290 | TotalAssetsBOY |
| Total Assets EOY | 1136447 | TotalAssetsEOY |
| Total Assets EOYFMV | 1161245 | 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 | 1131290 | RetainedEarningsBOY |
| Retained Earnings EOY | 1136447 | RetainedEarningsEOY |
| Total Net Assets BOY | 1131290 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1136447 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1131290 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1136447 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1131290 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5157 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1136447 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1136447 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|
| THRU SUNTRUST (SEE ATTACHED) | P | 534 | 534 | |
| THRU SUNTRUST (SEE ATTACHED) | P | 54715 | 54715 | |
| LITIGATION PROCEEDS - CENDANT | P | 14 | 14 | 14 |
| CAPITAL GAINS DIVIDENDS | P | 13732 | 13732 | 13732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 68995 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46689 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1083023 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043110 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44278 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 815887 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054270 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 17687 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 921250 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019199 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32035 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1036636 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.030903 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8910 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 951706 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.009362 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.156844 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031369 | AverageDistributionRatio |
| Net Noncharitable Assets | 1241498 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38945 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 942 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39887 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 89021 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 942 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 942 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 942 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1708 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1708 | TotalCreditsAndPayments |
| Overpayment | 766 | Overpayment |
| Amount Credited To Next Year | 766 | 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 (4 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 |
| TONI WISNE SABINA | ||||||||
| 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 & TREASURY | 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 | 1181361 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 79043 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1260404 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1260404 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18906 | CashDeemedCharitable |
| Net Noncharitable Assets | 1241498 | NetNoncharitableAssets |
| Minimum Investment Return | 62075 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62075 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 942 | TaxBasedOnInvestmentIncome |
| Total Tax | 942 | TotalTax |
| Distributable Amount Before Adj | 61133 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 61133 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 61133 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 89021 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 89021 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 942 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 88079 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61133 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 45 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 45 | TotalExcessDistriCarryover |
| Qualifying Distributions | 89021 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 61133 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27888 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 27933 | 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 | 27933 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 45 | ExcessFromYear2 |
| Excess From Current Year | 27888 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE | $20,000 |
| WOMEN PLAYING FOR TIME | |||||||
| 3160 SOUTHGATE COMMERCE BLVD 50 | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL | $7,000 |
| ACADEMY OF THE SACRED HEART | |||||||
| 1250 KENSINGTON ROAD | BLOOMFIELD HILLS | MI | 48304 | MN | PUBLIC CHARITY | GENERAL | $5,000 |
| MERCY HIGH SCHOOL | |||||||
| 29300 W 11 MILE ROAD | FARMINGTON HILLS | MI | 48336 | NONE | PUBLIC CHARITY | KYLA L. WISNE MEMORIAL | $5,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 NORTH MAIN STREET | FINDLAY | OH | 45840 | NONE | PUBLIC CHARITY | KYLA L. WISNE MEMORIAL | $5,000 |
| RUSS THOMAS SCHOLARSHIP FUND | |||||||
| 3707 W MAPLE STREET 13 | BLOOMFIELD HILLS | MI | 483013212 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ACADEMY OF THE SACRED HEART | |||||||
| 1250 KENSINGTON ROAD | BLOOMFIELD HILLS | MI | 48304 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| U OF D JESUIT HIGH SCHOOL & ACADEMY | |||||||
| 8400 S CAMBRIDGE AVE | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ASSOCIATION OF THE MIRACULOUS MEDAL | |||||||
| 1811 W SAINT JOSEPH | ST PERRYVILLE | MO | 63775 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| THE CATHOLIC YOUTH ORGANIZATION | |||||||
| 305 MICHIGAN AVENUE | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| DAUGHTERS OF ST PAUL | |||||||
| 50 ST PAULS AVE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| MOTHER & UNBORN BABY CARE | |||||||
| 526 W WISCONSIN AVE | APPLETON | WI | 54911 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| SACRED HEART MAJOR SEMINARY FOUNDATION | |||||||
| 2701 W CHICAGO BLVD | DETROIT | MI | 48206 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE FRANCISCAN FRIARS | |||||||
| 420 E 156TH STREET | BRONX | NY | 10451 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79000 | 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 | $15 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,562 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $68,995 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,572 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104572 | 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 (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RIDGEWORTH FD - SEIX FLTG RT HIGH INC | 15875 | 17180 |
| RIDGEWORTH FD - INTERMED BD A SHS #850 | 99176 | 104417 |
| RIDGEWORTH FD - SHORT TERM BD I SHS #516 | 22325 | 23056 |
| PIMCO FUNDS INVT GRADE CORP BD INSTL CLS A | 34483 | 34679 |
| NEUBERGER BERMAN HIGH INCOME BD FD | 28726 | 28889 |
| PIMCO LOW DURATION FD | 34596 | 34198 |
| TEMPLETON INCOME TR GLOBAL BD FD | 55412 | 52926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FORUM FDS ABSOLUTE STRATEGIES | 34061 | 35266 |
| RIDGEWORTH FD - LARGECAP VALUE EQUITY SHS | 130989 | 149538 |
| ABERDEEN FDS EQUITY LONG SHORT FUND | 23001 | 23322 |
| JANUS PERKINS SMALL CAP VALUE FD | 30449 | 29178 |
| MANNING & NAPIER FD WORLD OPPTYS SER | 138274 | 111243 |
| OPPENHEIMER DEVEL MKTS CLS Y | 45002 | 42409 |
| PIMCO COMMODITY REAL RETURN STRATEGY | 17327 | 17436 |
| SENTINEL FDS SMALL CO FD | 20007 | 24519 |
| FEDERATED EQUITY FDS STRATEGIC VALUE FD | 128694 | 140169 |
| T ROWE PRICE LARGE CAP GROWTH FUND | 160267 | 178013 |
| HARBOR FUND CAP APPRECIATION | 59910 | 58207 |
| SCHRODER US SMALL & MIDCAP OPPY FD | 19730 | 18457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER, CANFIELD, PADDOCK AND STONE, PLC | Category |
| Amount | $2,740 | Amount |
| Net Investment Income | 1370 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1370 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT ADVISORY FEES - SUNTRUST | Description |
| Revenue And Expenses Per Books | 13918 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6959 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6959 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EPOCH RESTAURANT GROUP - MANAGEMENT FEES | Category |
| Amount | $3,384 | Amount |
| Net Investment Income | 1692 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1692 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX WITHHOLDING | Category |
| Amount | $373 | Amount |
| Net Investment Income | 373 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |