RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-15
- IRS object ID
- 202212279349100936
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T17:21:03-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454299065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNELL CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 CASCADE RD SE STE A | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383267368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6168741732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H BROWN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 6168741732 | PhoneNum |
| Signature | 2022-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J KALEY CPA | PreparerPersonNm |
| PTIN | P00222160 | PTIN |
| Phone | 6162857050 | PhoneNum |
| Preparation | 2022-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,558,132 | 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 | $39,306 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,909 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,570 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,934 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$114,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$76,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$76,368 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,706,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,642,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,634,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,591,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,566,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,558,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,591,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,566,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,566,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,279 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,566,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE COVERED - 6709 | P | $251,948 | $167,271 | $84,677 | $84,677 |
| FIDELITY BROKERAGE COVERED - 6709 | P | $16,959 | $17,006 | -$47 | -$47 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,933 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84,630 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,281 | SubtotalAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Overpayment | $3,679 | OverpaymentAmt |
| Applied To ES Tax | $3,679 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD H BROWN | IndividualWithBooksNm |
| Phone | 6166179700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 000.00 | $0 | $0 | $0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HILLARY KRAAK | ||||||||
| 7136 LEONARD ST | COOPERSVILLE | MI | 49404 | DIRECTOR | 000.00 | $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 | $2,595,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,683,944 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,683,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,643,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,281 | TotalTaxAmt |
| Distributable Before Adj | $129,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $129,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $129,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,690 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $228,690 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,903 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $54,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,359 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,606 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $92,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,690 | QualifyingDistributionsAmt |
| Applied To Current Year | $129,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,787 | RemainingDistriFromCorpusAmt |
| Total Corpus | $491,873 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $54,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $437,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,359 | ExcessFromYear4Amt |
| Excess From Year3 | $74,606 | ExcessFromYear3Amt |
| Excess From Year2 | $92,581 | ExcessFromYear2Amt |
| Excess From Year1 | $93,321 | ExcessFromYear1Amt |
| Excess From Current Year | $98,787 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166179700 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLLINS PTA | ||||||||
| 12424 SUMMERFIELD BLVD | RIVERVIEW | FL | 33579 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $200 | |
| EGYPT VALLEY SCHOLARSHIP FUND | ||||||||
| 7333 KNAPP ST NE | ADA | MI | 49301 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $250 | |
| VAN ANDEL INSTITUTE | ||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $100 | |
| BOYS AND GIRLS CLUB | ||||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 | |
| HISTORICAL SOCIETY OF MICHIGAN | ||||||||
| 7435 WESTSHIRE DR | LANSING | MI | 48917 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| PMA ED FOUNDATION | ||||||||
| 6363 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| SPIRIT OF AMERICA | ||||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | SUITE 700 |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DR | ALLENDALE | MI | 49401 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $250 | |
| MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1000 ELMWOOD AVE 900 | ROCHESTER | NY | 14620 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| CONSUMER REPORTS | ||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| THE SALVATION ARMY | ||||||||
| 10291 MCGREGOR BLVD | FORT MEYER | FL | 33919 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| WGCU PUBLIC MEDIA | ||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 33965 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $2,000 | |
| AMERICAN BATTLEFIELD TRUST | ||||||||
| 1156 15TH STREET NW | WASHINGSTON | DC | 20005 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| KIDS FOOD BASKET | ||||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| UNIVERSITY OF ILLINOIS SPRINGFIELD | ||||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $2,000 | |
| ROTARY CLUB OF IONIA | ||||||||
| 1350 SPRUCE DRIVE | IONIA | MI | 48846 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| THE ROTARY FOUNDATION | ||||||||
| 14280 COLLECTIONS CENTER | CHICAGO | IL | 60693 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| BATTLE OF FALLING WATERS FOUNDATION | ||||||||
| 14906 FALLING WATERS RD | WILLIAMSPORT | MD | 21795 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $600 | |
| LACES OF LOVE | ||||||||
| 1900 GULF SHORES BLVD NOR | NAPLES | FL | 34102 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 | |
| FOLDS OF HONOR | ||||||||
| 19340 DEVONSHIRE ST | BEVERLY HILLS | MI | 48025 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| SPARTA CELTIC FESTIVAL | ||||||||
| 200 E DIVISION ST | SPARTA | MI | 49345 | NONE | 509 (A) (2) | SUPPORT GENERAL FUND | $4,000 | |
| MEL TROTTER MINISTRIES | ||||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49513 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 | |
| CONDUCTIVE LEARNING CENTER | ||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| GUIDING LIGHT | ||||||||
| 255 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| CHILD ADVOCACY CENTER | ||||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| BLUE LAKE PUBLIC RADIO | ||||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501 (C) (3) | SUPPORT DEP. OF MECHANICAL ENGINEER. | $105,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $2,000 | |
| MICHIGAN PARKINSON FOUNDATION | ||||||||
| 30400 TELEGRAPH ROAD | BINGHAM FARMS | MI | 48025 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | SUITE 150 |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| GOLF ASSOCIATION OF MICHIGAN FOUNDA | ||||||||
| 39255 COUNTRY CLUB DR | FARMINGTON HILLS | MI | 48331 | NONE | 501(C)(3) | SUPPORT YOUTH ON COURSE | $5,000 | SUITE B40 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 3940 PENINSULAR DR SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| DOCTORS WITHOUT BOARDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT AVE SW | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| GILMORE CAR MUSEUM | ||||||||
| 6865 HICKORY ROAD | HICKORY CORNERS | MI | 49060 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| UNITED WAY-LEE COUNTY | ||||||||
| 7273 CONCOURDE DR | FORY MYERS | FL | 33908 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| PULMONARY HYPERTENSION ASSOCIATION | ||||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | 501 (C) (3) | SUPPORT EDUCATION FUND | $290 | SUITE 200 |
| FEEDING AMERICA WEST MICHIGAN | ||||||||
| 864 W RIVER CENTER DR NE | COMSTOCK PARK | MI | 49321 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 | |
| NEW ENGLAND HIS GEN SOCIETY | ||||||||
| 99-101 NEWBURY STREET | BOSTON | MA | 021163007 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,690 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $174,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,909 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR MRS RICHARD H BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $39,306 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $39,306 | FairMarketValueAmt |
| Received | 2021-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GRAND WEALTH MGMT - ACT 6709 | StockNm |
| EOY Book Value | $1,642,811 | EOYBookValueAmt |
| EOYFMV | $2,634,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $6,503 | $6,503 |
| MISCELLANEOUS FEES | $431 | $431 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $618 | $618 |
| FOREIGN TAX | $932 | $932 |
| LICENSING FEES | $20 | $20 |
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