MICHELLE MARIE LUNN HOPE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICHELLE MARIE LUNN HOPE FOUNDATION (EIN 27-0615445)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-14
- IRS object ID
- 202432279349100308
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T10:49:50-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454745156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN CARTER ADVISORS CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 396 PETTIS AVE SE STE 200 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | 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 | 270615445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE MARIE LUNN HOPE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6166820678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6361 REDINGTON DRIVE SE | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LUNN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L CARTER CPA MST | PreparerPersonNm |
| PTIN | P00052071 | PTIN |
| Phone | 6168181976 | PhoneNum |
| Preparation | 2024-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $67,750 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $67,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,243 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,469 | CashBOYAmt |
| Cash EOY | $22,286 | CashEOYAmt |
| Total Assets BOY | $25,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,286 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | MLHOPE.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL LUNN | IndividualWithBooksNm |
| Phone | 6166820678 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6361 REDINGTON DRIVE SE | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL LUNN | ||||||||
| 6361 REDINGTON DRIVE SE | ADA | MI | 49301 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUZANNE LUNN | ||||||||
| 6361 REDINGTON DR SE | ADA | MI | 49301 | TREASURER | 10.00 | $0 | $0 | $0 |
| CHARLES LUNN | ||||||||
| 36 STATION CT | TOCCOA | GA | 30577 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JULIE PASS | ||||||||
| 827 FOUR MILE | GRAND RAPIDS | MI | 49525 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JESSICA BARNEY | ||||||||
| 10945 WOODBUSCHE | LOWELL | MI | 49331 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW LUNN | ||||||||
| 4539 COUNTRY HILL | KENTWOOD | MI | 49512 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| REBECCA J VOLPE | ||||||||
| 3734 BRIDGEHAMPTON | GRAND RAPIDS | MI | 49546 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GARY VACHON | ||||||||
| 1329 WEBSTER NW | GRAND RAPIDS | MI | 49504 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLAS VOLPE | ||||||||
| 3734 BRIDGEHAMPTION | GRAND RAPIDS | MI | 49546 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DANIEL MCMUNIGAL | ||||||||
| 16344 WATERVIEW LANE | LINDEN | MI | 48451 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $493 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $41,055 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,707 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,007 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,783 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,207 | RemainingDistriFromCorpusAmt |
| Total Corpus | $228,990 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,055 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,707 | ExcessFromYear4Amt |
| Excess From Year3 | $13,507 | ExcessFromYear3Amt |
| Excess From Year2 | $37,007 | ExcessFromYear2Amt |
| Excess From Year1 | $49,507 | ExcessFromYear1Amt |
| Excess From Current Year | $50,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUZANNE LUNN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6361 REDINGTON DR SE | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | MLHOPE.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE MLHOPE.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP USUALLY BY 5/1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIVE IN MICHIGAN - BLOOD CANCER RELATED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VAN ANDEL INSTITUTE | ||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49504 | NONE | MEDICAL RESEARCH | $30,000 |
| TREVOR VANSKIVER | ||||||
| 5690 HIGHBURY DR SE | ADA | MI | 49301 | SCHLOARSHIP | $2,500 | |
| BROOKLYN BECKER | ||||||
| 5090 ALEXANDRIA DR | WYOMING | MI | 49418 | SCHOLARSHIP | $2,500 | |
| COLLIN HOFFER | ||||||
| 477 ARROWHEAD AVE SE | GRAND RAPIDS | MI | 49546 | SCHOLARSHIP | $2,500 | |
| KELEIGH HOFFER | ||||||
| 477 ARROWHEAD AVE SE | GRAND RAPIDS | MI | 49546 | SCHOLARSHIP | $2,500 | |
| ANNA STOLIKER | ||||||
| 2316 S SATTERLEE RD | GOWEN | MI | 49326 | FINANCIAL SUPPORT | $1,000 | |
| ANNA ORGANEK | ||||||
| 1297 WHITES BRIDGE ROAD | LOWELL | MI | 49331 | FINANCIAL SUPPORT | $1,000 | |
| DANIELLE MCDUFFIE | ||||||
| 471 LINCOLN ST | WHITE LAKE | MI | 48386 | FINANCIAL SUPPORT | $1,000 | |
| COLBY ANDERSON | ||||||
| 7242 CHILDSDALE AVE NE | ROCKFORD | MI | 49341 | FINANCIAL SUPPORT | $1,500 | |
| STEVE VISSER | ||||||
| 2157 OKEMOS DR | GRAND RAPIDS | MI | 49506 | FINANCIAL SUPPORT | $2,000 | |
| AISHA DAY | ||||||
| 3123 JARVIS AVE | WARREN | MI | 48091 | FINANCIAL SUPPORT | $1,000 | |
| NATHAN GERKEN | ||||||
| 4257 22ND AVE | HUDSONVILLE | MI | 49426 | FINANCIAL SUPPORT | $1,200 | |
| HAILEY ENGVALL | ||||||
| 3100 BIRD AVE NE | GRAND RAPIDS | MI | 49525 | FINANCIAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,700 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $990 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| LICENSING | $20 |
| GOLF OUTING EXPENSES | $15,903 |
| BANK FEES | $17 |
| SOUP COOK OFF EXPENSES | $1,085 |
| MLHF PRODUCTS | $1,418 |
| GAS CARDS | $800 |
Comments