Diehl Tr in Fenton, Michigan (MI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Michigan
| Diehl Tr | |
| Employer Identification Number (EIN) | 260499322 |
| Name of Organization | Diehl Tr |
| In Care of Name | Jpmorgan Chase Bank - Ttee |
| Address | 175 N Leroy St, Fenton, MI 48430-3805 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,255,874 |
| Amount of Income | $250,347 |
| Form 990 Revenue Amount | $81,536 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $58,503 | $50,565 | $48,644 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $19 | |||
| Dividends and interest from securities | $49,641 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,016 | |||
| Other | $9,859 | |||
| Total expenses and disbursements | $38,050 | $7,144 | $0 | $31,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,550 | $7,144 | $0 | |
| Contributions, gifts, grants paid | $31,500 | |||
| Excess of revenue over expenses and disbursements | $20,453 | |||
| Net investment income | $43,421 | |||
| Adjusted net income | $48,644 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,255,874 | $1,341,821 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,209,739 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $46,135 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,255,874 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,859 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $868 |
| Total credits and payments | $868 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $868 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $13 |
| Tax due | $13 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,261,512 |
| Net value of noncharitable-use assets | $1,242,580 |
| Minimum investment return | $62,129 |
| Distributable Amount (for 2012) | |
| Distributable amount | $61,261 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $61,261 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $61,261 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Michigan | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Dickinson County Area Community Foundation | 333 S Stephenson Ave Ste 204, Iron Mountain, MI 49801-2942 | MI | 1995-02 | $2,427,587 |
| 2 | Dickinson County Cancer Unit | 1401 1/2 Carpenter Ave, Iron Mountain, MI 49801-4727 | MI | 2001-01 | $298,126 |
| 3 | Dickinson County Humane Society | 5060 Lincoln St, Quinnesec, MI 49876-8600 | MI | 1992-05 | $211,070 |
| 4 | Dickinson County Industrial Development Corp | 600 Stephenson Ave, Iron Mountain, MI 49801 | MI | 1958-02 | $5,208 |
| 5 | Dickinson County War Veterans Scholarship Association | PO BOX 370, Iron Mountain, MI 49801-0370 | MI | 1973-12 | $716 |
| 6 | Dickinson Hospitals Foundation | 1721 S Stephenson Ave, Iron Mountain, MI 49801-3637 | MI | 1964-10 | $1,730,071 |
| 7 | Dickinson Iron Non Profit Housing Corp | PO BOX 606, Escanaba, MI 49829-0606 | MI | 1998-01 | $278,958 |
| 8 | Dickson School Cultural Center Ltd | Pobox206, Brethren, MI 49619 | MI | 2006-01 | $4,039 |
| 9 | Diebolt Foundation | 22611 Greater Mack Ave, St Clr Shores, MI 48080-2014 | MI | 1999-05 | $4,156,747 |
| 10 | Diehl Foundation | 1120 E Front St, Traverse City, MI 49686-2927 | MI | 1951-10 | $28,944 |
| 11 | Diehl Tr | 175 N Leroy St, Fenton, MI 48430-3805 | MI | $250,347 | |
| 12 | Diesel Technology Company Retiree Health Care Premium Payment Pl Tr, Hagene James Ttee | PO BOX 75000, Detroit, MI 48275-3462 | MI | 1997-07 | $61,985 |
| 13 | Digital Arts Film And Television, Daft | Po Box 1443, Royal Oak, MI 48068 | MI | 1974-04 | $0 |
| 14 | Digital Detroit | 430 N Old Woodward, Birmingham, MI 48009-5316 | MI | 2001-09 | $300,000 |
| 15 | Dignity Detroit | PO BOX 558, Royal Oak, MI 48068-0558 | MI | 1983-06 | $32,044 |
| 16 | Dillon Complex For Independent Living Inc | 2725 Airview Blvd Ste 205, Portage, MI 49002-1805 | MI | 1978-10 | $628,457 |
| 17 | Dimensions Drum And Bugle Corps Inc | PO BOX 150332, Grand Rapids, MI 49515-0332 | MI | 2001-02 | $5,219 |
| 18 | Dinosaur Hill Nature Preserve Inc | 333 N Hill Cir, Rochester, MI 48307-1112 | MI | 1982-05 | $209,479 |
| 19 | Dios Protection Center | 3945 Sundial Ave, Hudsonville, MI 49426-8439 | MI | 2003-05 | $8,675 |
| 20 | Directions Unlimited Inc | 208 Quincy Street, Hancock, MI 49930-1833 | MI | 1989-05 | $56,930 |
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