WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-24
- IRS object ID
- 202411769349100116
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-24T13:10:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 SPRING ROAD SUITE 200 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367236926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2313526650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2313526650 | PhoneNum |
| Signature | 2024-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE M KANE | PreparerPersonNm |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2024-06-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $679,914 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,887 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,887 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $28,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $97,289 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $228,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $200,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $375,638 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,419 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $131,708 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,096 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $76,445 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,492 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $505,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $679,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$272,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$306,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $470,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $470,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $470,715 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $470,715 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $89,456 | $27,887 | $61,569 | $61,569 | |
| CAPITAL GAINS DIVIDENDS | $444 | $444 | $444 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,916 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,916 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $919 | OverpaymentAmt |
| Applied To ES Tax | $919 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BECK | IndividualWithBooksNm |
| Phone | 2313526650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BECK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.01 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $619,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $685,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $685,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $675,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $997 | TotalTaxAmt |
| Distributable Before Adj | $32,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,087 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $377,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,333 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $451,522 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $424,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,840 | ExcessFromYear4Amt |
| Excess From Year3 | $74,279 | ExcessFromYear3Amt |
| Excess From Year2 | $111,964 | ExcessFromYear2Amt |
| Excess From Year1 | $111,044 | ExcessFromYear1Amt |
| Excess From Current Year | $74,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM F BECK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENZIE AREA CHRISTIAN NEIGHBORS | ||||||
| 2804 BENZIE HEY PO BOX 93 | BENZONIA | MI | 49616 | PC | GENERAL OPERATIONS | $1,500 |
| BENZIE COUNTY COMMUNITY CHEST | ||||||
| PO BOX 713 | BEULAH | MI | 49617 | PC | GENERAL OPERATIONS | $500 |
| BENZIE HOME HEALTH CARE SENIOR RESOURCES | ||||||
| 10540 MAIN STREET | HONOR | MI | 49640 | PC | GENERAL OPERATIONS | $500 |
| BOYS HOPE GIRLS HOPE | ||||||
| 755 S NEW BALLAS RD STE 120 | ST LOUIS | MO | 63141 | PC | GENERAL OPERATIONS | $10,000 |
| CITY OF FRANKFORT | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | GOV | GENERAL OPERATIONS | $50,000 |
| FRANKFORT AREA LAND CONSERVANCY | ||||||
| PO BOX 1526 | FRANKFORT | MI | 49635 | PC | GENERAL OPERATIONS | $250 |
| FRANKFORT CHAMBER OF COMMERCE FOUNDATION | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | PC | GENERAL OPERATIONS | $500 |
| GRAND ENDEAVOR | ||||||
| PO BOX 953745 | ST LOUIS | MO | 63195 | PC | GENERAL OPERATIONS | $1,500 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL OPERATIONS | $100 |
| OLIVER ART CENTER | ||||||
| 132 COAST GUARD ROAD | FRANKFORT | MI | 49635 | PC | GENERAL OPERATIONS | $12,000 |
| PAUL OLIVER HOSPITAL | ||||||
| 224 PARK AVENUE | FRANKFORT | MI | 49635 | PC | GENERAL OPERATIONS | $15,000 |
| SALVATION ARMY | ||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | PC | GENERAL OPERATIONS | $100 |
| SITEMAN CANCER CENTER | ||||||
| 4921 PARKVIEW PL | ST LOUIS | MO | 63110 | PC | GENERAL OPERATIONS | $2,000 |
| ST ANSELM PARISH | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | PC | GENERAL OPERATIONS | $6,000 |
| ST LUKES HOSPITAL | ||||||
| 915 E 1ST ST | DULUTH | MN | 55805 | PC | GENERAL OPERATIONS | $500 |
| ST PATRICK'S CENTER | ||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PC | GENERAL OPERATIONS | $500 |
| ST VINCENT DEPAUL | ||||||
| 2939 12TH AVE SOUTH | MINNEAPOLIS | MN | 55407 | PC | GENERAL OPERATIONS | $500 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATIONS | $500 |
| VILLA DUCHESNE SCHOOL | ||||||
| 801 S SPOEDE ROAD | ST LOUIS | MO | 63131 | PC | GENERAL OPERATIONS | $1,000 |
| BETSIE VALLEY TRAIL | ||||||
| BETSIE VALLEY TRAIL | BEULAH | MI | 49617 | PC | GENERAL OPERATIONS | $1,000 |
| ENDOWMENT BENZIE | ||||||
| 800 COTTAGEVIEW DR STE 1040 | TRAVERSE CITY | MI | 49684 | PC | GENERAL OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,834 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,774 | Amt |
| Net Investment Income | $2,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,887 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFIHX | $74,419 | $73,557 |
| VBIRX | $57,289 | $58,539 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VWIGX | $27,504 | $54,320 |
| VSMAX | $49,901 | $78,478 |
| VTSAX | $33,459 | $133,777 |
| VINEX | $90,010 | $109,063 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ITOT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $76,445 | BookValueAmt |
| EOYFMV | $110,492 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $206 | Amt |
| Net Investment Income | $206 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |