CORNUCOPIA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CORNUCOPIA FAMILY FOUNDATION (EIN 20-8080952)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202113189349100301
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T05:54:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 COMMERCE SW SUITE 500 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208080952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNUCOPIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 6165305500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST FULTON STREET | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULUS HEULE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6165305500 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAULUS | PersonFirstNm |
| Person Last | HEULE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN T JEAKLE | PreparerPersonNm |
| PTIN | P00358470 | PTIN |
| Phone | 6163367900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,281,200 | 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 | $397,670 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,339 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,919 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$45,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$45,785 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $423,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,944 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,393 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,838 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,285 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,777 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,777 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,399,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,312,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,312,138 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $113,790 | AcctRcvblAmt |
| Acct Rcvbl BOY | $113,790 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $113,790 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $113,790 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $98,719 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $628,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $913,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $913,657 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $225,971 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $520,817 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $520,817 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $648,786 | OtherAssetsBOYAmt |
| Other Assets EOY | $420,798 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $420,798 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,115,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,281,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,281,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,115,767 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,281,200 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,115,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,281,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,115,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,281,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,115,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $326,132 | OtherIncreasesAmt |
| Subtotal | $3,281,200 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,281,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH | P | $22,412 | $22,412 | $22,412 |
| CAPITAL GAIN DISTRIBUTIONS | P | $507 | $507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,919 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,388 | OverpaymentAmt |
| Applied To ES Tax | $1,388 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEN MCNEILLY | IndividualWithBooksNm |
| Phone | 6165305500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST FULTON | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAULUS C HUELE | ||||||||||||
| 231 WEST FULTON | GRAND RAPDIS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| ROSEMARY | ||||||||||||
| 231 WEST FULTON | GRAND RAPDIS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| MARIELLE VANDERVENNE | ||||||||||||
| 231 WEST FULTON | GRAND RAPDIS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| PAULINA HEULE | ||||||||||||
| 231 WEST FULTON | GRAND RAPDIS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| MAJORIE HEULE | ||||||||||||
| 231 WEST FULTON | GRAND RAPDIS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| MARNIX VAN RIJ | ||||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RAADHUISLAAN 15 | WASSENAAR | NL | 2242CR | ||||
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,399,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,315,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $534,588 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,250,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,250,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,201,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $159,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $568,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $171,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309,862 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $548,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $347,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $359,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,736,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $408,875 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,145,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $171,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,973,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,862 | ExcessFromYear4Amt |
| Excess From Year3 | $548,002 | ExcessFromYear3Amt |
| Excess From Year2 | $347,255 | ExcessFromYear2Amt |
| Excess From Year1 | $359,885 | ExcessFromYear1Amt |
| Excess From Current Year | $408,875 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAULUS C HUELE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEN MCNEILLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST FULTON | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6165305500 | RecipientPhoneNum |
| Form And Info And Materials | 990APP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 61 ISAIAH MINISTRIES | |||||||
| PO BOX 304 | TEAGUE | TX | 75860 | PC | ALCS SCHOLARSHIP | $2,500 | |
| ACS EDUCATION FOUNDATION | |||||||
| 6206 ADA DRIVE | ADA | MI | 49301 | PC | CHRISTIAN EDUCATION | $2,000 | |
| ADA CHRISTIAN SCHOOL FOUNDATION | |||||||
| 6206 ADA DRIVE | ADA | MI | 49301 | PC | TRACTOR DONATION | $29,355 | |
| ADA TOWNSHIP | |||||||
| 7330 THORNAPPLE RIVER DRIVE PO BOX | ADA | MI | 49301 | PC | OUR NEXT CHAPER CAPITAL CAMPAIGN | $16,600 | 370 |
| ALPINE CHAPEL | |||||||
| 122 S ASPEN STREET | TELLURIDE | CO | 81435 | PC | CHURCH DONATION | $3,000 | |
| ASSOCIATION FOR A MORE JUST SOCIETY | |||||||
| PO BOX 888631 | GRAND RAPIDS | MI | 49588 | PC | HUMAN RIGHTS AND GOVERNMENT TRANSPARENCY IN HONDURAS | $50,000 | |
| BIOLOGOS | |||||||
| 3940 PENINSULAR DR STE 220 | GRAND RAPIDS | MI | 49546 | PC | CHRISTIAN MINISTRY | $1,000 | |
| BIOLOGOS | |||||||
| 3940 PENINSULAR DR STE 220 | GRAND RAPIDS | MI | 49546 | PC | CHRISTIAN MINISTRY | $10,000 | |
| CALVIN THEOLOGICAL SEMINARY | |||||||
| 3940 PENINSULAR DR STE 220 | GRAND RAPIDS | MI | 49546 | PC | CHRISTIAN MINISTRY | $25,000 | |
| CALVIN UNIVERSITY | |||||||
| 3233 BURTON STREET | GRAND RAPIDS | MI | 49546 | PC | INTERCULTURAL STUDENT DEVELOPMENT CENTER, PAYMENT #2 | $200,000 | |
| CALVIN UNIVERSITY | |||||||
| 3233 BURTON STREET | GRAND RAPIDS | MI | 49546 | PC | SPONORSHIP OF 5 HOUNDURAS STUDENT'S TUITION | $58,672 | |
| CASCADE FELLOWSHIP CHURCH | |||||||
| 6655 CASCADE ROAD SE | GRAND RAPIDS | MI | 49546 | PC | 2021 MISSION FAITH PROMISE PLEDGE | $5,000 | |
| CHILDREN'S HEALING CENTER | |||||||
| 1530 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | PC | PARTNERS IN PLAY DONATION | $2,500 | |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PRKWAY | COLORADO SPRINGS | CO | 80921 | PC | CHRISTIAN MINISTRY | $10,000 | |
| ELIM CHIRSITAN SERVICES | |||||||
| 13020 S CENTRAL AVE | CRESTWOOD | IL | 60418 | PC | CHRISTIAN MINISTRY | $200 | |
| EXODUS PLACE | |||||||
| 322 FRONT AVE | GRAND RAPIDS | MI | 49504 | PC | REHAB FOR HOMELESS MEN | $3,000 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2300 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | PC | SPONORSHIP OF THREE HIGH SCHOOL STUDENTS TUITION | $11,250 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2300 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | PC | CHRISTMAS POPS | $1,000 | |
| LIVING STONES ACADEMY | |||||||
| 1415 LYON STREET NE | GRAND RAPIDS | MI | 49503 | PC | COST OF TUITION FOR ONE STUDENT | $8,200 | |
| MADISON SQUARE CHURCH | |||||||
| 1441 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | PC | EARLY LEARNING CENTER DONATION | $50,000 | |
| MICHIGAN RADIO | |||||||
| 535 W WILLIAM STREET SUITE 110 | ANN ARBOR | MI | 48103 | PC | ANNUAL MEMBERSHIP FUND | $500 | |
| SAFE HAVEN MINISTRIES | |||||||
| 2627 BIRCHCREST DRIVE | GRAND RAPIDS | MI | 49506 | PC | CELEBRATION OF HOPE DONATION | $5,000 | |
| SHERIDAN OPERA HOUSE | |||||||
| PO NPC 2680 | TELLURIDE | CO | 81435 | PC | ARTS FOUNDATION | $5,000 | |
| SPECIAL OLYMPICS MICHIGAN | |||||||
| 160 68TH STREET | GRAND RAPIDS | MI | 49548 | PC | IN HONOR OF CAMERON YOUNG | $30,000 | |
| STARLIGHT MINISTRIES | |||||||
| 6784 CITY RIDGE DRIVE | HUDSONVILLE | MI | 49426 | PC | CHRISTIAN MINISTRY | $2,500 | |
| TENT SCHOOLS INTERNATIONAL | |||||||
| 629 IONIA AVE | GRAND RAPIDS | MI | 49503 | PC | CHRISTIAN MINISTRY | $5,000 | |
| TURNING POINT SCHOOL OF DANCE | |||||||
| 437 136TH AVE | HOLLAND | MI | 49424 | PC | ANNUAL DONATION TO NON-PROFIT | $1,000 | |
| VOLUNTEERS IN SERVICE | |||||||
| PO BOX 8215 | GRAND RAPIDS | MI | 49518 | PC | VOLUNTEER ORGANIZATION | $10,000 | |
| VOLUNTEERS IN SERVICE | |||||||
| PO BOX 8215 | GRAND RAPIDS | MI | 49518 | PC | VOLUNTEER ORGANIZATION | $10,000 | |
| WORLD RENEW | |||||||
| 1700 28TH STREET SE | GRAND RAPIDS | MI | 49508 | PC | CHRISTIAN MINISTRY | $500 | |
| YOUNG LIFE | |||||||
| 3347 EAST BELTLINE | GRAND RAPIDS | MI | 49525 | PC | ANNUAL PLEDGE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,777 | 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 | $8,339 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,471 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,729 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULUS C HEULE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST FULTON | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $397,670 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $520,817 | EOYBookValueAmt |
| EOYFMV | $520,817 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $913,657 | EOYBookValueAmt |
| EOYFMV | $913,657 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | $111,943 | ||
| LT CONTRIBUTION COMMITMENTS | |||
| PARTNERSHIP INTEREST | $536,843 | $420,798 | $420,798 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRATION FEES | $20 | $0 | $20 |
| BANK SERVICE CHARGES | $785 | $785 | $0 |
| ACCOUNTING FEES | $3,500 | $3,500 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EENHOORN WP PARTNERS, LP | $5,335 | $5,335 | $5,335 |
| EENHOORN WELLINGTON LP | $3,685 | $3,685 | $3,685 |
| EENHOORN SILVER COVE LP | $14,059 | $14,059 | $14,059 |
| CORNUCOPIA FLP LLC | -$99,114 | -$99,114 | -$99,114 |
| WESTMINSTER MEADOWS LP | $1,569 | $1,569 | $1,569 |
| GREENWYCKE PARTNERS LP | $14,478 | $14,478 | $14,478 |
| MEADOWS KALAMAZOO LP | $14,203 | $14,203 | $14,203 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJUSTMENTS | $131,733 |
| PRIOR PERIOD ADJUSTMENT | $194,399 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - MERRILL LYNCH | CategoryTxt |
| Amt | $8,393 | Amt |
| Net Investment Income | $8,393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULUS C HUELE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST FULTON | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $273 | $273 | $0 |
| CITY TAXES | $2,565 | $2,565 | $0 |
Comments