HILLQUIST IRRV FAM FOUNDATION TR UA 01121999: Form 990PF, tax year 2021

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Organization
HILLQUIST IRRV FAM FOUNDATION TR UA 01121999 (EIN 38-6750813)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202241369349100829
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)
Return2022-05-16T08:24:23-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202349670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 947AddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP496850947ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386750813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HILLQUIST IRREVOCABLE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHILLBusinessNameControlTxt
Phone5172798445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1417 NORTHSHORE DRIVEAddressLine1Txt
CityCOLDWATERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHANA GRIFEPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone5172798445PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHANAPersonFirstNm
Person LastGRIFEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLY ASHMORE CPAPreparerPersonNm
PTINP00037665PTIN
Phone2319461722PhoneNum
Preparation2022-05-10PreparationDt

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$223,533FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,907DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,907DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$242NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,500GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$242CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,149TotalRevAndExpnssAmt
Total Net Invst Incm$9,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,640TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,491ExcessRevenueOverExpensesAmt
Net Investment Income$9,149NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,170SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,445SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,445SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$199,264OtherInvestmentsBOYAmt
Other Investments EOY$217,088OtherInvestmentsEOYAmt
Other Investments EOYFMV$217,088OtherInvestmentsEOYFMVAmt
Total Assets BOY$212,434TotalAssetsBOYAmt
Total Assets EOY$223,533TotalAssetsEOYAmt
Total Assets EOYFMV$223,533TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$212,434NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$223,533NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$212,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$223,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$212,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$223,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,491ExcessRevenueOverExpensesAmt
Other Increases$16,590OtherIncreasesAmt
Subtotal$223,533SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$223,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyEDWARD JONESPropertyDesc
Acquired2011-05-16AcquiredDt
Sold2021-11-30SoldDt
Gross Sales Price$31,500GrossSalesPriceAmt
Cost Or Other Basis$31,258CostOrOtherBasisAmt
Gain Or Loss$242GainOrLossAmt
Gains Minus Excess Or Losses$242GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$242CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
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$127TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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
Individual With BooksSHANA GRIFEIndividualWithBooksNm
Phone5172798445PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1417 NORTHSHORE DRIVEAddressLine1Txt
CityCOLDWATERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490361274ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHANA GRIFE
417 NORTHSHORE DRIVECOLDWATERMI49036CO-TRUSTEE1.00$1,500$0$0
LARA BOUSE
PO BOX 2480HOWELLMI48844CO-TRUSTEE1.00$1,500$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$208,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,808AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$217,984TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$217,984AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$214,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,736MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,736MinimumInvestmentReturnAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
Total Tax$127TotalTaxAmt
Distributable Before Adj$10,609DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,609DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,609DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,609DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$465ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$465TotalExcessDistributionCyovAmt
Qualifying Distributions$11,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,609AppliedToCurrentYearAmt
Remaining Distri From Corpus$891RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,356TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,356ExcessDistriCyovToNextYrAmt
Excess From Year3$465ExcessFromYear3Amt
Excess From Current Year$891ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREAT LAKES CHILDREN'S MUSEUM
13240 S WEST BAY SHORE DRTRAVERSE CITYMI49684NONENOT-FOR-PROFIT ORGANCHILDREN'S LEARNING$500
BENZIE COUNTY COMMUNITY CHEST
180 S BENZIE BLVDBEULAHMI49617NONENOT-FOR-PROFIT ORGANASSIST DISADVANTAGED FAMILIES$500
BENZIE AREA HISTORICAL SOCIETY
6941 TRAVERSE STREET PO BOX 185BENZONIAMI49616NONENOT-FOR-PROFIT ORGANHISTORICAL SOCIETY$1,000
BENZIE SENIOR RESOURCES
10542 MAIN STREETHONORMI49640NONENOT-FOR-PROFIT ORGANCOMPREHENSIVE SENIOR SERVICESCOMPREHENSIVE SENIOR SERVICES$1,000
FRIENDS OF DARCY LIBRARY
7238 COMMERCIAL AVEBEULAHMI49617NONEPUBLIC LIBRARYLIBRARY$500
CHILDREN'S MUSEUM OF BRANCH COUNTY
426 MARSHALL STREETCOLDWATERMI49036NONENOT-FOR-PROFIT ORGANCHILDREN'S MUSEUM PROGRAM$5,000
INLAND SEAS EDUCATION ASSOCIATION
100 DAME STREET 218SUTTONS BAYMI49682NONENOT-FOR-PROFIT ORGANINSPIRING GREAT LAKES CURIOUSITY, STEWARDSHIP AND PASSION$500
TIBBETS OPERA HOUSE FOUNDATION
14 S HANCHETT STREETCOLDWATERMI49036NONENOT-FOR-PROFIT ORGANENDOWMENT FUND FOR CHILDREN'S PROGRAMMING$2,000
COGNITION
232 N MICHIGAN AVENUEBEULAHMI49617NONEUNDISCLOSEDINTERACTIVE SCIENCE MUSEUMINTERACTIVE SCIENCE MUSEUM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,500TotalGrantOrContriPdDurYrAmt
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$8,907ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$242ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,149ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,149TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
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
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS, STOCKS AND BONDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$217,088BookValueAmt
EOYFMV$217,088EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$16,590Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$43$0$0
EXCISE TAX PAID$97$0$0

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