Joachim E Lay Charitable Private Foundation

990PF • Fiscal year 2014 • EIN 20-6996945

Nov 01, 2013 to Oct 31, 2014 • Filed on Jan 30, 2015

Organization Profile

PO Box 75000 Mc 941348275-9413

(586) 939-7756

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

-8.4%

Higher net margin than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

$25,619

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

-0.6%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

0.4%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$1,567,107

Down $9,436 (-0.6%) from 2013

Net Assets

Down

$1,567,107

Down $9,436 (-0.6%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin24th percentile

Revenue

$112,659

No earlier filing loaded for comparison.

Expenses

Down

$122,095

Down $47,061 (-28%) from 2013

Net Income

-$9,436

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$1,567,107

Liabilities$0

Net Assets$1,567,107

Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$112,659

Expenses$122,095

Net Income-$9,436

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2013 to Oct 31, 2014
Signed: Jan 30, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
COMERICA BANK	Co-Trustee	-	$25,619	-	$25,619
JANET HAERING	Co-Trustee	-	$16,192	-	$16,192

Filing and Contact Details

Filer

EIN: 20-6996945

Signing Officer

Name: Comerica Bank
Title: Co-trustee
Phone: 7349302413
Signed: 2015-01-30
Discuss with paid preparer: No

Preparer

Preparer: Lily Ambrosio-Ylen
Phone: 5869397756

Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	97561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	100860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1349777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1507073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	STOCKS AND MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	34448
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	78199
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	12
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	112659
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	112659
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	78199
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	16192
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	25619
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	41811
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	78039
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	78039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	34448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	34448
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-9436
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	427090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	12
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	12
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	78199
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	87030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	95131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	25629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	122095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	112659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	112659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	17092
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	25629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	44056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	348891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	68844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	9186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	68844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	9186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	417735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	9186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	78199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-9436
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1567107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1576543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1567107
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	85189
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	85189
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	85189
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	86930
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1741
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	55
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1686
IRS990PF/FMVAssetsEOYAmt	0	1727702
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2471925
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2471925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	416023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	97561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	100860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1100488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1349777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1507073
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-895382
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-904818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	60031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	119769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	119769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1576543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1567107
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1727702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1576543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1567107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1576543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1567107
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1765080
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1765080
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	26476
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	86930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1738604
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1765080
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	25619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	16192
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	COMERICA BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JANET HAERING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	PO BOX 75000 MC 9413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	380 BRANDT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	DETROIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	ORTONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	482759413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	48462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	167078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	167948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	141433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	166701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	188544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	199439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	175008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.096099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.082262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.09436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.097212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.104217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.102442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	1738604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1719299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	1766655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	1939511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	1913688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1708368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	95131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.480493
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	95131
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	95131
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	95131
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	COMERICA BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	PO BOX 75000 MC 9413
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	DETROIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	482759413
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7349302413
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	RACHEL GULLEDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7349302413
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	101 N MAIN ST SUITE 100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	ANN ARBOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	48104
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	SUPPORT ORGANIZATIONS THAT PROVIDE FOR HEALTH AND WELFARE OF CHILDREN AND/OR ELDERLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	78039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	101 N MAIN ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Ann Arbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	48104
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	78039
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	85189
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	85189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	57153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	80402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	93219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	104572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	90322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	90322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	345288
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	57153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	80402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	93219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	104572
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	95131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9942
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	435610
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	425668
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ENVELOPE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	1335
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COMERICA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7349302413
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JOACHIM LAY CHARITABLE PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JOAC
ReturnHeader/Filer/EIN	0	206996945
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 75000 MC 9413
ReturnHeader/Filer/USAddress/City	0	DETROIT
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	482759413
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	377607098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	LILY AMBROSIO- YLEN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	36705 Tulane Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Sterling Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	48312
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5869397756
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lily Ambrosio-Ylen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-01-18T20:19:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-11-01
ReturnHeader/TaxPeriodEndDt	0	2014-10-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,567,107
Liabilities: $0
Net assets: $1,567,107
Revenue: $112,659
Expenses: $122,095
Net income: -$9,436

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.91	$0.00	$0.91	$0.09	$0.11	$0.02
2023Summary only. Only limited summary data is available for this year.	$0.97	$0.00		$0.07	$0.16	$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06	$0.00	$1.06	$0.08	$0.19	$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.17	$0.00	$1.17	$0.10	$0.12	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.20	$0.00	$1.20	$0.07	$0.17	$0.10
2019Summary only. Only limited summary data is available for this year.	$1.29	$0.00		$0.16	$0.22	$0.06
2015Summary only. Only limited summary data is available for this year.	$1.50	$0.00		$0.06	$0.13	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$1.57	$0.00	$1.57	$0.11	$0.12	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$1.58	$0.00	$1.58		$0.17
2012Detailed filing. Detailed filing data is available for this year.	$1.64	$0.00	$1.64		$0.20
2011Summary only. Only limited summary data is available for this year.	$1.69	$0.00		$0.11	$0.22	$0.11