2024-12-13T11:38:00-06:00 2021-12-31 ERNST & YOUNG US LLP 171 MONROE AVENUE NW STE 600 GRAND RAPIDS MI 49503 990 2021-01-01 843842278 Carter P Brown Legacy Preservation Fund % RICHARD MUZZY CART 6164053745 6701 Audubon Road Holland MI 49423 RICHARD MUZZY PRESIDENT 6164053745 2024-12-10 true Linda J Truskoski P01258584 6167740710 2021 2024-10-15 13:58:12Z X X RICHARD MUZZY 6701 Audubon Road Holland MI 49423 131294 false X www.carterbrownfund.org X 2019 MI PRESERVATION AND RESTORATION OF HISTORIC BUILDINGS AND CONSERVATION AND PROTECTION OF HABITAT 5 5 0 0 0 0 622443 121218 0 0 36 453 182 0 622661 121671 0 0 0 0 0 0 0 0 0 8317 27911 8317 27911 614344 93760 702894 796654 0 0 702894 796654 TO SUPPORT THE PRESERVATION AND RESTORATION OF HISTORIC BUILDINGS AND GROUNDS WITHIN THE CASTLE PARK RESERVE FOR THE BENEFIT OF RESIDENTS, VISITORS AND THE GENERAL PUBLIC, AND TO PROMOTE THE CONSERVATION AND PROTECTION OF BOTH THE WILDLIFE HABITAT AND THE ENVIRONMENTALLY SENSITIVE BACK DUNES OF NORTHWEST LAKETOWN TOWNSHIP, MICHIGAN. false false 4510 THE ORGANIZATION OWNS A PARCEL OF IMPROVED REAL PROPERTY WITHIN THE CASTLE PARK RESERVE. AS PART OF ITS ONGOING PRESERVATION EFFORTS, THE ORGANIZATION MAINTAINS THIS PROPERTY. 4510 true true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false true 0 0 0 false false false false false false false false false false false false X 5 5 false false false false true true true true true false false false true true true false false false false false MI X X RICHARD MUZZY 6164053745 946 RIOMAR DRIVE VERO BEACH FL 32963 X RICHARD MUZZY DIRECTOR AND PRESIDENT 5.0 0.0 X X 0 0 0 STEPHEN NOBEL SECRETARY AND TREASURER 2.5 0.0 X X 0 0 0 MARK FULLER DIRECTOR 2.5 0.0 X 0 0 0 STEPHANIE KEEHN DIRECTOR 2.5 0.0 X 0 0 0 ROBERT BURTON DIRECTOR 2.5 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 121218 9623 121218 0 14 14 0 0 0 0 0 10062 9623 439 439 439 0 0 0 0 0 0 0 0 0 0 121671 453 0 0 0 0 0 0 0 0 0 0 0 22428 0 22428 0 0 0 0 291 0 291 0 0 0 682 682 0 0 0 0 0 0 0 0 1674 1674 0 0 0 REAL ESTATE TAXES 2836 2836 0 0 27911 4510 23401 0 36388 131822 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 666506 1674 666506 664832 0 0 0 0 0 0 0 0 0 0 702894 796654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 702894 796654 702894 796654 702894 796654 93760 X false false false X 0 0 88550 622443 121218 832211 0 0 0 0 88550 622443 121218 832211 564281 267930 36 14 50 0 0 832261 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 601211 601211 0 41662 1068 40594 0 23633 606 23027 664832 FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS ONE CLASS OF MEMBERS, CONSISTING OF THREE INDIVIDUALS, WHO HAVE THE POWER TO APPOINT (AND IF APPROPRIATE, TO REMOVE AND FILL THE VACANCIES ON) A BOARD OF FIVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A: THE ORGANZIATION HAS ONE CLASS OF MEMBERS. THOSE MEMBERS HAVE THE RIGHT TO APPOINT FIVE DIRECTORS TO THE BOARD OF DORECTORS, TO REMOVE DIRECTORS, AND TO FILL VACANCIES. THEY ALSO HAVE CERTAIN STATUTORY RIGHTS AS DESCRIBED IN RESPONSE TO QUESTION 7B BELOW. HOWEVER, THEY DO NOT OTHERWISE PROVIDE GOVERNANCE TO THE ORGANIZATION, WHICH REMAINS THE PREROGATIVE OF THE BOARD. NEITHER THE MEMBERS, NOR THE DIRECTORS OR OFFICERS OF THE CORPORATION, ARE ENTITLED TO RECEIVE DIVIDENDS OR DISTRIBUTIONS OF INCOME OR ASSETS FROM THE CORPORATION, OR A RETURN OF EXCESS DUES, WHETHER UPON DISSOLUTION OR OTHERWISE. FORM 990, PART VI, SECTION A, LINE 7B: UNDER MICHIGAN LAW, ANY ACTION INVOLVING AN AMENDMENT OF THE ARTICLES OF INCORPORATION, A MERGER, OR A DISSOLUTION OF THE CORPORATION REQUIRED THE APPROVAL OF THE MEMBERS. IN ADDITION, ARTICLE VII OF THE CORPORATION'S BYLAWS REQUIRES MEMBER APPROVAL OF ANY AMENDMENT TO THE BYLAWS THAT WOULD ALTER THE RIGHTS AND PREROGATIVES OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B: THE ORGANIZATION RELIES ON PROFESSIONAL OUTSIDE ADVISORS TO PREPARE FORM 990 AND REVIEW THE TAX FILING WITH THE PRESIDENT OF THE ORGANIZATION BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REQUIRES INTERESTED DIRECTORS AND OFFICERS TO DISCLOSE ANY CONFLICT OF INTEREST TO THE FULL BOARD. INTERESTED DIRECTORS AND OFFICERS ARE THEN ASKED TO RECUSE THEMSELVES FROM THE BOARD DISCUSSION AND VOTE ON ANY CONFLICTED MATTER, A POLICY WITH WHICH THEY VOLUNTARILY AND FULLY COMPLY. FORM 990, PART VI, SECTION C, LINE 19: AS OF THE FILING OF THIS RETURN, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990'S AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST. SEE WWW.CARTERBROWNFUND.ORG. FORM 990, PAGE 1, BOX B THIS RETURN HAS BEEN AMENDED FOR THE FOLLOWING REASONS: FORM 990, PART 1, LINE 8: THE CONTRIBUTIONS RECEIVED BY THE FOUNDATION FOR THE TAX YEAR WERE ERRONEOUSLY UNDERREPORTED BY $8,750 ON THE ORIGINALLY FILED RETURN. THIS CHANGE ALSO IMPACTS FORM 990, PART VIII, LINE 1F AND PART X, LINE 2, AS WELL AS SCHEDULE A, PART II, SECTION A, LINE 1 AND SCHEDULE B, PART 1, NO.6. FORM 990, PART III, LINE 1: THE ORGANIZATION HAS REFINED AND EXPANDED ITS MISSION STATMENT TO ALIGN PROPERLY WITH ITS MISSION STATEMENT AS STATED IN ITS ARTICLES OF INCORPORATION. THIS CHANGE ALSO IMPACTS FORM 990, PART I, LINE 1. LRP LLC 6701 AUDUBON HOLLAND MI 49423 SEE PART VII MI 0 0 CARTER P BRO FORM 990, SCH R, PART I: CARTER P BROWN LEGACY PRESERVATION FUND IS THE DIRECT CONTROLLING ENTITY OF LRP, LLC, AS ITS SOLE MEMBER. HOWEVER, THE LLC NO LONGER HAS ANY ASSETS, AS ALL THOSE ASSETS HAVE BEEN TRANSFERRED TO THE CARTER P BROWN LEGACY PRESERVATION FUND AND ARE NOW REFLECTED IN ITS BELENCE SHEET.