RICHARD J LACKS JR CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RICHARD J LACKS JR CHARITABLE FOUNDATION (EIN 47-4091917)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202201339349100220
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-05-13T08:10:51-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382184825PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUNGERFORD NICHOLS CPAS ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12910 LUCERNE DR SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474091917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD J LACKS JR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6162432950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J LACKSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6162432950PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastLACKSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER L ROGELL CPAPreparerPersonNm
PTINP01291797PTIN
Phone6169493200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$364,241FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$21,802DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,802DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$161,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,853CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,655TotalRevAndExpnssAmt
Total Net Invst Incm$28,655TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,200OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,200OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$985TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$985TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$888OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$888OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,073TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,073TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,478ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,478ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,551TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,551TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,896ExcessRevenueOverExpensesAmt
Net Investment Income$28,655NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,486CashBOYAmt
Cash EOY$2,928CashEOYAmt
Cash EOYFMV$2,928CashEOYFMVAmt
Corporate Bonds BOY$154,562CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$205,923OtherInvestmentsBOYAmt
Other Investments EOY$356,982OtherInvestmentsEOYAmt
Other Investments EOYFMV$361,313OtherInvestmentsEOYFMVAmt
Total Assets BOY$385,971TotalAssetsBOYAmt
Total Assets EOY$359,910TotalAssetsEOYAmt
Total Assets EOYFMV$364,241TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$385,971RetainedEarningBOYAmt
Retained Earning EOY$359,910RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$385,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$359,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$385,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$359,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,896ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$360,075SubtotalAmt
Other Decreases$165OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$359,910TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOEING CO2020-06-092021-09-13$75,797$75,279$518$518
DTE ENERGY2019-11-082021-05-10$30,642$30,102$540$540
GS MN2015-07-282021-09-13$20,406$19,039$1,367$1,367
INTEL CORP2015-07-282021-09-13$11,890$9,822$2,068$2,068
JPM NOTE2015-07-282021-09-13$22,440$20,080$2,360$2,360
FieldValueIRS element (for citing)
Capital Gain Net Income$6,853CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$398InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$398SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$398TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MIKE CLOVERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6162432950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK DUNTEN
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND PRESIDENT1.00$0$0$0
JERRY NICHOLS
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND SECRETARY1.00$0$0$0
MICHAEL CLOVER
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$364,448AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$378,655TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$378,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,680CashDeemedCharitableAmt
Net Vl Noncharitable Assets$372,975NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,649MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,649MinimumInvestmentReturnAmt
Tax Based On Investment Income$398TaxBasedOnInvestmentIncomeAmt
Total Tax$398TotalTaxAmt
Distributable Before Adj$18,251DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,251DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,251DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,551ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$84,551QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,251DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,150ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$97,110ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$93,678ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$96,647ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$348,495TotalExcessDistributionCyovAmt
Qualifying Distributions$84,551QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,251AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,300RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$414,795TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,150ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$402,645ExcessDistriCyovToNextYrAmt
Excess From Year4$97,110ExcessFromYear4Amt
Excess From Year3$93,678ExcessFromYear3Amt
Excess From Year2$96,647ExcessFromYear2Amt
Excess From Year1$48,910ExcessFromYear1Amt
Excess From Current Year$66,300ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC ATHLETIC ADVANTAGE
5460 CASCADE RD SEGRAND RAPIDSMI49546PCATHLETIC ACTIVITIES WITHIN CATHOLIC ENVIRONMENT$25,000
CATHOLIC CENTRAL HIGH SCHOOL
319 SHELDON BLVD SEGRAND RAPIDSMI49503PCGYM RENOVATION$8,200
CATHOLIC CENTRAL HIGH SCHOOL
319 SHELDON BLVD SEGRAND RAPIDSMI49503PCCC FOOTBALL PROGRAM$15,000
CATHOLIC CENTRAL HIGH SCHOOL
319 SHELDON BLVD SEGRAND RAPIDSMI49503PCCC COUGAR CLUB$7,500
DR ROBERT KINTZ
2144 E PARIS AVE SE STE 150GRAND RAPIDSMI49546IRESEARCH$5,703
OUR LADY OF SORROWS CURCH
101 HALL STREETGRAND RAPIDSMI49507SCGIFT CARDS FOR THANKSGIVING/CHRISTMAS 2021$8,104
SAN MARCO CHURCH - ST ELIZABETH SETON
851 SAN MARCO RDMARCO ISLANDFL34145SCFOOD PANTRY$4,971
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,478TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,802ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,853ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,655ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,655TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$5,703InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1DR ROBERT KINZ RESEARCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmCONTRIBUTION WAS MADE FOR THE PURPOSE OF SCIENTIFIC RESEARCHTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD J LACKS JR TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMFS MODERATE ALLOCATION CLASS ACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$356,982BookValueAmt
EOYFMV$361,313EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE TAXES PAIDDesc
Amt$165Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$665$0$665
SUPPLIES$223$0$223

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT LABORCategoryTxt
Amt$8,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,200DisbursementsCharitablePrpsAmt

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