DAVID E POST FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E POST FAMILY FOUNDATION (EIN 38-3589397)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349103389
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T16:10:54-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300844006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mushlock and Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 186 | AddressLine1Txt |
| City | Kent City | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383589397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David E Post Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Winderley Place 120 | AddressLine1Txt |
| City | Maitland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scot K Post | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3213547460 | PhoneNum |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Scot | PersonFirstNm |
| Person Last | Post | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dan Mushlock | PreparerPersonNm |
| PTIN | P00863441 | PTIN |
| Phone | 6166787531 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,259,408 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $336 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,369 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,650 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $57,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,679 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,650 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,810 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $649 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $52 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,650 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,820 | CashBOYAmt |
| Cash EOY | $44,764 | CashEOYAmt |
| Cash EOYFMV | $44,764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,013,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $991,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,194,110 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,071,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,056,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,259,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,071,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,056,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,071,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,056,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,071,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,056,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,071,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,689 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,061,777 | SubtotalAmt |
| Other Decreases | $4,179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short Term | P | 2022-01-01 | 2022-12-31 | $83,080 | $67,430 | $15,650 | $15,650 |
| Long Term | P | 2021-12-12 | 2022-12-31 | $20,561 | $16,842 | $3,719 | $3,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,369 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,650 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $802 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | Scot K Post Director | IndividualWithBooksNm |
| Phone | 3213547460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Winderley Place 120 | AddressLine1Txt |
| City | Maitland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Scot K Post Director | ||||||||
| 1010 Winderley Place 120 | Maitland | FL | 32751 | Director | 0.00 | $0 | $0 | $0 |
| Mark E Post | ||||||||
| 3874 Baywood Drive | Grand Rapids | MI | 49546 | President | 0.00 | $0 | $0 | $0 |
| Robert N Post Director | ||||||||
| 2705 Lakeshore Drive N | Holland | MI | 49424 | Director | 0.00 | $0 | $0 | $0 |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,220,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,273,480 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,273,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,254,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $802 | TotalTaxAmt |
| Distributable Before Adj | $61,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,229 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,229 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,917 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,463 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $21,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,229 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,229 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,688 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,688 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,775 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,312 | ExcessFromYear3Amt |
| Excess From Year2 | $2,463 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Ravenna Garden Club | |||||
| 3770 Blackmer Road | Ravenna | MI | 49451 | Support nature | $2,319 |
| Georgias Friend | |||||
| 318 Dice Street | Charlottesville | VA | 22903 | helps people with drug addiction | $309 |
| University of Virginia | |||||
| PO Box 400331 | Charlottesville | VA | 22904 | Student support | $800 |
| St Judes Childrens Hospital | |||||
| 501 St Jude Place | Memphis | TN | 38105 | Medical Treatment for Children | $806 |
| Folds of Honor | |||||
| 8551 N 125th E Avenue Suite 100 | Owasso | OK | 74055 | To provide educational scholarships to military | $150 |
| Ovarian Cancer Research | |||||
| 14 Pennsylvan Plaza Suite 2110 | New York | NY | 10122 | Cancer research | $300 |
| Farmington CC Pres Foundation | |||||
| 1625 Country Club Circle | Charlottesville | VA | 22901 | Historic Preservation | $1,400 |
| Martha Jefferson Hospital | |||||
| 500 Martha Jefferson Hospital | Charlottesville | VA | 22911 | To improve lives | $325 |
| Advent Health | |||||
| 601 East Rollins Street | Orlando | FL | 32803 | Patient Care | $50 |
| African American Chamber | |||||
| 3201 E Colonial Drive Suite 20 | Orlando | FL | 32803 | Advocate educate and connect people | $125 |
| American Legion | |||||
| 3450 Founders Road | Indianapolis | IN | 46268 | Mentoring youth sponsorship of wholesome program | $180 |
| American Lung Association | |||||
| 55 W Wacker Drive Suite 1150 | Chicago | IL | 60601 | Saves lives by improving lung health | $104 |
| American Red Cross | |||||
| 8550 Arlington Blvd | Fairfax | VA | 22031 | To alleviate human suffering | $300 |
| Boys and Girls Club | |||||
| 583 Riley Street | Holland | MI | 49424 | To enable the youth to reach their full potential | $105 |
| Brandi Lash | |||||
| 43454 Crossroads Drive | Ashburn | VA | 20147 | Celebration of Life | $100 |
| Camp Blodgett | |||||
| 528 Bridge Street NW | Grand Rapids | MI | 49504 | Youth Recreation and Educating | $500 |
| Camp Geneva | |||||
| 3995 Lakeshore Drive | Holland | MI | 49424 | Christian teaching | $100 |
| Casselberry Chamber of Commerce | |||||
| PO Box 181130 | Casselberry | FL | 32718 | Service to area residents | $100 |
| Central Reformed Church | |||||
| 10 College Avenue NE | Grand Rapids | MI | 49503 | Ministry | $9,500 |
| Christian and Missionary Alliance | |||||
| 1216 300 W | Russiaville | IN | 46979 | Ministry | $2,400 |
| Christian Help | |||||
| 450 Seminola Blvd | Casselberry | FL | 32707 | fight injustice respond to humanitarian emergency | $1,483 |
| Community Bible Study | |||||
| 790 Stout Road | Colorado Springs | CO | 80921 | Indepth Bible Study | $800 |
| Compassionate International | |||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80997 | To lessen the suffering of children in poverty | $300 |
| Covenant Ability Network | |||||
| 862 Forest Park Road | Muskegon | MI | 49441 | Support special needs | $5,000 |
| Covenant Youth of Alaska | |||||
| PO Box 203356 | Anchorage | AK | 99520 | Youth ministry | $2,000 |
| Crozet Volunteer Fire Department | |||||
| 5624 Three Notch D Road | Crozet | VA | 22932 | Fire Department Support | $300 |
| Farmington CC Pres Foundation | |||||
| 1625 Country Club Circle | Charlottesville | VA | 22901 | Historic Preservation | $125 |
| First Tee Of Virginia Blue Ridge | |||||
| 1 Boars Head Place 120 | Charlottesville | VA | 22903 | Transform young people to build charter | $206 |
| Five Star | |||||
| 600 S Beacon Blvd | Grand Haven | MI | 49417 | Customer support | $810 |
| Florida Cancer Specialist Foundatio | |||||
| 5985 Silver Falls Run 210 | Bradenton | FL | 34211 | Help people with essential living expenses | $133 |
| Foster Youth of America | |||||
| 901 N Washington Street | Alexandria | VA | 22314 | Support foster youth | $300 |
| Habitat for Humanity | |||||
| 322 W Lamar Street | Americus | GA | 31709 | Bring people together to build homes and give hope | $300 |
| Happy Valley PTA | |||||
| 1041 24th Street Bellingham | Bellingham | WA | 98225 | Engaging and empowering families | $110 |
| Harbour Humane Society | |||||
| 14345 Bagley Street | West Olive | MI | 49460 | To improve and save animal lives | $295 |
| Holland Home | |||||
| 2100 Raybrooks SE Suite 300 | Grand Rapids | MI | 49506 | Support Elderly | $1,000 |
| Hospice of Michigan | |||||
| 989 Spaulding Avenue SE | Ada | MI | 49301 | Provide dignity and quality of life | $100 |
| Hospice Of The Piedmount | |||||
| 675 Peter Jefferson Pkwy | Charlottesville | VA | 22911 | Patient Care | $300 |
| Imagine Foundation | |||||
| 2727 Campus Drive | Irvine | CA | 92612 | Self Esteem Programs | $100 |
| In The Image | |||||
| 1823 S Division Avenue | Grand Rapids | MI | 49507 | Help needy families | $193 |
| Kids Food Basket | |||||
| 1300 Plymouth Avenue NE | Grand Rapids | MI | 49505 | Increase access to healthy food for children | $100 |
| Kids Hope | |||||
| 201 W Washington Avenue | Zeeland | MI | 49464 | Care for children | $250 |
| Lake Mary Prop | |||||
| 650 Rantoul Lane | Lake Mary | FL | 32746 | To ignite academic potential of every student | $770 |
| Lakewood Elementary PTO | |||||
| 2134 W Lakewood Blvd | Holland | MI | 49424 | Support youth | $103 |
| LCR Project | |||||
| 5104 North Orange Blossom Trail | Orlando | FL | 32810 | Support underpriviledged people | $451 |
| Loaves and Fishes | |||||
| 1316 N Chestnut | Lansing | MI | 48906 | To love serve and empower the Homeless poor | $307 |
| Lyrics for Life Foundation | |||||
| 12641 NW 11th Place | Newberry | FL | 32669 | Research support programs for families | $104 |
| Michigan State Alumni Association | |||||
| Spartan Wy 535 Chestnut Rd Room 535 | East Lansing | MI | 48824 | Promote and enhance school programs | $100 |
| New York University Hospital | |||||
| 424 E 24th Street | New York | NY | 10016 | Health Care | $500 |
| Overland Missions | |||||
| 11 Riverside Drive Suite 201 | Cocoa | FL | 32922 | Bringing the gospel to parts of the earth | $150 |
| PEO Fund | |||||
| 3700 Grand Avenue | Des Moines | IA | 50312 | Education | $500 |
| Pancreatic Cancer | |||||
| 1760 Centre Street Suite A | Rapid City | SD | 57703 | Provide hope for people suffering from pancreatits | $250 |
| Parents Encouraging Confident Choic | |||||
| 5001 Log Wagon Road | Ocoee | FL | 34761 | Propose to educate communicate and share info | $500 |
| Parkinsons Foundation | |||||
| 260 Jefferson Avenue SE 210 | Grand Rapids | MI | 49503 | Make life better and improving care | $250 |
| Pathway To Learning | |||||
| PO Box 2062 | Winter Park | FL | 32790 | Education | $600 |
| Portage Lake Covenant Bible Camp | |||||
| 4158 Camp Delight Road | Manistee | MI | 49660 | Bible Camp | $3,443 |
| Pregnancy Resource Center | |||||
| 415 Cherry Street SE | Grand Rapids | MI | 49503 | Pregnancy support | $500 |
| Samaritas | |||||
| 8131 E Jefferson Street | Detroit | MI | 48214 | Community Support | $500 |
| Satellite Beach Lions Club | |||||
| 565 Cassia Blvd | Satellite Beach | FL | 32937 | Help our local communities | $350 |
| Schools for Sierra Leone | |||||
| 2121 Celebration Drive NE | Grand Rapids | MI | 49525 | Christian Education | $105 |
| ecual Assault Resource Agency | |||||
| 335 Greenbrier Drive Suite 102 | Charlottesville | VA | 22901 | Support sexual assault victims | $200 |
| St Francis Xavier School | |||||
| 2044 Gooding Street | Conklin | MI | 49403 | Christian Education | $5,000 |
| St Thomas Episcopal School | |||||
| 2441 Nichols Street | Trenton | MI | 48183 | Church | $500 |
| Thomas Jefferson Area Food Bank | |||||
| 1207 Harris Street | Charlottesville | VA | 22903 | Provide food to the needy | $300 |
| UCSD | |||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | Education | $1,000 |
| University of Michigan | |||||
| 306 S State Street | Ann Arbor | MI | 48104 | Education | $100 |
| Wedgewood Christian Services | |||||
| 3300 36th Street SE | Grand Rapids | MI | 49512 | Support troubled youth | $1,171 |
| Western Albemarble Rescue Squad | |||||
| PO Box 188 | Crozet | VA | 22932 | Fire Dept Support | $300 |
| West Orange Highschool | |||||
| 1625 Beulah Road | Winter Garden | FL | 34787 | Education | $1,010 |
| Western Theological Seminary | |||||
| 101 E 13th Street | Holland | MI | 49423 | Prepare people called by God to lead the church | $932 |
| World Vision | |||||
| PO Box 9716 | Federal Way | WA | 98063 | Teach children about God | $400 |
| Young Life | |||||
| 420 North Cascade Avenue | Colorado Springs | CO | 80903 | Introduce adolescents to Jesus Christ | $500 |
| YMCA | |||||
| 475 Lake Michigan Drive NW | Grand Rapids | MI | 49504 | Ensures a stronger healthier community | $103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,177 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,369 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,705 | TotalIncomeProducingActyAmt |
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 | Accounting Fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments | StockNm |
| EOY Book Value | $991,233 | EOYBookValueAmt |
| EOYFMV | $1,194,110 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Prior Year tax | $2,390 |
| Basis Adjustment | $1,789 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office Expense | $52 | $0 | $0 | $52 |
| Bank Fee | $180 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Baird Investment Fees | CategoryTxt |
| Amt | $8,810 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes Paid | $28 | $0 | $0 | $0 |
| Federal Tax | $621 | $0 | $0 | $0 |