FREDERICK S UPTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK S UPTON FOUNDATION (EIN 84-2579330)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-20
- IRS object ID
- 202122019349100222
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-20T14:54:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 UPTON DRIVE | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | 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 | 842579330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK S UPTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2699833304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 S STATE STREET STE 2E | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CRIPPS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2699833304 | PhoneNum |
| Signature | 2021-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | CRIPPS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT ALEX SCHAEFFER | PreparerPersonNm |
| PTIN | P01439018 | PTIN |
| Phone | 2699830131 | PhoneNum |
| Preparation | 2021-07-16 | PreparationDt |
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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,736,414 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,828,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,580,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,828,991 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,121,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,071,039 | 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 Net Invst Incm | $31,632 | OtherProfFeesNetInvstIncmAmt |
| Taxes Net Invst Incm | $4,488 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,840,538 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,840,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,840,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,840,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $280,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,034,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,573,828 | CashBOYAmt |
| Cash EOY | $1,451,854 | CashEOYAmt |
| Cash EOYFMV | $1,451,854 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $379,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,461,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,903,273 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,549,997 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,381,282 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,229,157 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,182,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,462,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,736,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,182,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,462,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,182,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,462,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,182,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,462,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,182,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $280,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,462,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,462,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAIRD | P | 1954-11-30 | 2020-09-14 | $881,538 | $28,211 | $853,327 | $853,327 |
| CAPITAL GROUP | P | $2,127,304 | $2,112,336 | $14,968 | $14,968 | ||
| CAPITAL GROUP | P | $1,932,703 | $1,267,211 | $665,492 | $665,492 | ||
| JP MORGAN | P | $244,296 | $207,143 | $37,153 | $37,153 | ||
| JP MORGAN | P | $178,116 | $136,444 | $41,672 | $41,672 | ||
| CAPITAL GAINS DIVIDENDS | P | $216,379 | $216,379 | $216,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,828,991 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,170 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,885 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,885 | 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 | 0 | 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 | LISA CRIPPS | IndividualWithBooksNm |
| Phone | 2699833304 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH STATE STREET SUITE 2E | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JEFF UPTON | ||||||||
| 263 RIDGEWAY | ST JOSEPH | MI | 49085 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARRIE VILL | ||||||||
| 16403 RINGER ROAD | WAYZATA | MN | 55391 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS FOWLER | ||||||||
| 1227 SPUR DRIVE | ST JOSEPH | MI | 49085 | TREASURER | 1.00 | $0 | $0 | $0 |
| BETSY STOVER | ||||||||
| 214 W SUMMIT | ANN ARBOR | MI | 48103 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH BARTELS | ||||||||
| 32 FAIRWAY DRIVE | CABOT | AZ | 72023 | MEMBER | 1.00 | $0 | $0 | $0 |
| KATIE MCCLENDON | ||||||||
| 6902 AVONDALE DRIVE | OKLAHOMA CITY | OK | 73116 | MEMBER | 1.00 | $0 | $0 | $0 |
| SARAH DUPONT | ||||||||
| 1685 OWENSVILLE ROAD | CHARLOTTSEVILLE | VA | 22901 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARGY TRUMBULL | ||||||||
| 2567 OLDE BROOKSIDE ROAD | OTTAWA HILLS | OH | 43615 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,178,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,702,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,881,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,881,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $418,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,463,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,373,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,373,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,285 | TotalTaxAmt |
| Distributable Before Adj | $1,344,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,344,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,344,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,840,538 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,840,538 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,840,538 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,344,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,840,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,344,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $495,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,666 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $495,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $495,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA CRIPPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 S STATE 2E | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2699833304 | RecipientPhoneNum |
| Form And Info And Materials | INQUIRIES CAN BE SENT TO THE ABOVE ADDRESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERRIEN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH STATE STREET 2E | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,840,538 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,840,538 | 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 | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,828,991 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,071,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,071,039 | 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 | BERRIEN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH STATE STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 14042Y304 CAPITAL GROUP CORE BOND FUND | BondNm |
| EOY Book Value | $7,549,997 | EOYBookValueAmt |
| EOYFMV | $7,381,282 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (169 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 963320106 WHIRLPOOL | $253,901 | $8,122,050 |
| 009158106 AIR PRODS & CHEMS INC | $48,123 | $49,726 |
| J0242P110 ASAHI KASEI CORP | $127,964 | $157,560 |
| H3238Q102 GUVAUDAN AG DUEBENDORF | $23,381 | $52,936 |
| F01764103 L'AIR LIQUIDE CO | $18,901 | $47,302 |
| G5494J103 LINDE PLC | $26,152 | $42,162 |
| G75754104 RIO TINTO PLC | $36,147 | $50,761 |
| J72810120 SHIN ETSU CHEMICAL CO | $118,958 | $250,110 |
| 023135106 AMAZON COM INC | $33,576 | $149,819 |
| H25662182 CIE FINANCIERE RICHEMONT AG | $105,512 | $122,411 |
| 20030N101 COMCAST CORP | $120,662 | $214,840 |
| F5433L103 KERING SA | $131,358 | $157,073 |
| 517834107 LAS VAGAS SANDS CORP | $31,046 | $40,707 |
| G58485115 LVMH | $11,914 | $45,003 |
| 654106103 NIKE | $24,820 | $60,125 |
| 22160K105 COSTCO | $117,382 | $203,838 |
| F31665106 ESSILORLUXOTTICA | $121,806 | $201,298 |
| F48051100 HERMES INTL | $27,557 | $59,186 |
| 43300A203 HILTON WORLDWIDE HOLDINGS | $66,304 | $120,161 |
| 449187509 HYUNDAI | $25,013 | $30,518 |
| J58214131 NITORI HOLDINGS CO LTD SHS | $27,109 | $42,862 |
| V7780T103 ROYAL CARIBBEAN GROUP | $57,959 | $134,442 |
| 918204108 V F CORP | $44,585 | $53,467 |
| 988498101 YUM BRANDS | $20,758 | $45,052 |
| 166764100 CHEVRON | $185,988 | $186,466 |
| 29250N105 ENBRIDGE INC | $54,383 | $55,663 |
| 87807B107 TC ENERGY CORP | $50,568 | $48,183 |
| F92124100 TOTAL SA | $74,077 | $83,867 |
| Y002A1105 AIA GROUP LTD | $96,751 | $395,961 |
| G0403H108 AON PLC | $62,792 | $158,453 |
| H1467J104 CHUBB LTD | $28,135 | $56,027 |
| 174510105 CITIZENS FINL GROUP | $163,194 | $179,193 |
| 12572Q105 CME GROUP INC | $52,523 | $170,945 |
| Y20246107 DBS GROUP | $59,275 | $58,748 |
| L1175H106 B&M EUROPEAN VALUE RETAIL | $95,221 | $102,663 |
| D1882G119 DEUTSCHE BOERSE AG | $41,073 | $46,632 |
| R1640U124 DNB ASA | $117,688 | $131,475 |
| 33616C100 RIST REP BK | $18,679 | $27,035 |
| 40415F101 HDRC BK LTD | $11,694 | $50,727 |
| 45866F104 INTERCONTINENTAL EXCHANGE | $134,621 | $235,422 |
| 46625H100 JP MORGAN CHASE & CO | $62,846 | $226,439 |
| G5689U103 LONDON STOCK EXCHANGE | $73,241 | $121,266 |
| 571748102 MARSH & MCLENNAN | $27,237 | $113,490 |
| G7496G103 RENAISANCE RE HOLDINGS | $42,482 | $51,570 |
| 857477103 STATE STR CORP | $19,455 | $24,745 |
| W9112U104 SVENSKA HANDELSBANKEN | $22,013 | $19,527 |
| H42097107 UBS GROUP | $119,238 | $120,119 |
| 002824100 ABBOTT LABS | $136,299 | $210,221 |
| 036752103 ANTHEM INC | $59,427 | $66,787 |
| G0593M107 ASTRAZENECA | $206,420 | $303,000 |
| 07725L102 BEIGENE LTD | $39,257 | $78,809 |
| 125523100 CIGNA CORP | $17,089 | $19,777 |
| 235851102 DANAHER CORP | $16,057 | $171,492 |
| B44170106 GALAPAGOS | $9,022 | $7,286 |
| K3967W102 GENMAB A/S | $49,205 | $137,687 |
| 375558103 GILEAD SCIENCES | $91,818 | $81,273 |
| E5706X215 GRIFOLS SA | $100,060 | $95,678 |
| 478160104 JOHNSON & JOHNSON | $77,163 | $81,838 |
| 500472303 KONINKLIJKE PHILIPS | $26,753 | $31,202 |
| 532457108 LILLY ELI & CO | $38,249 | $76,991 |
| 58933Y105 MERCK & CO | $20,383 | $26,176 |
| 64125C109 NEUROCRINE BIOSCIENCES | $21,076 | $23,675 |
| 670100205 NOVO NORDISK AS ADR | $8,654 | $42,329 |
| K72807132 NOVO NORDISK AS VORMALS | $148,962 | $232,523 |
| N7637U112 ROYAL PHILIPS | $107,661 | $146,702 |
| D5705R119 SARTORIUS AG | $18,106 | $47,501 |
| 81181C104 SEAGEN INC | $101,134 | $290,207 |
| J74229105 SHIONOGLI & CO | $35,171 | $33,150 |
| H8300N119 STRAUMANN HOLDINGS | $16,387 | $22,614 |
| J83173104 TERUMO CORP | $71,762 | $85,220 |
| 91324P102 UNITED HEALTH GROUP | $156,780 | $264,763 |
| 92532F100 VERTEX PHARMACEUTICALS | $37,126 | $41,360 |
| 98956P102 ZIMMER BIOMET | $59,326 | $65,334 |
| H0010V101 ABB LTD ZUERICH NAMEN | $181,345 | $201,185 |
| N0280G100 AIRBUS SE BEARER | $175,536 | $274,702 |
| 031100100 AMETEK INC | $106,642 | $158,431 |
| Y15076105 CHINA TOWER COPRORATION | $41,032 | $34,405 |
| 126408103 CSX CORP | $87,098 | $157,361 |
| H2012M121 DKSH HOLDING | $40,414 | $41,118 |
| K3186P102 DVS PANALPINA | $26,974 | $53,350 |
| 298736109 EURONET WORLDWIDE | $73,330 | $78,981 |
| 37940X102 GLOBAL PMTS INC | $17,814 | $42,438 |
| 422806208 HEICO CORP | $27,275 | $33,128 |
| 422806109 HEICO CORP | $27,433 | $29,260 |
| J32491102 KEYENCE CORP | $14,043 | $239,383 |
| 615369105 MOODYS CORP | $66,044 | $187,785 |
| 55354G100 MSIC INC | $51,687 | $91,092 |
| J46840104 MURATA MFG | $9,047 | $46,000 |
| 655844108 NORFOLK SOUTHN CORP | $60,265 | $63,204 |
| 666807102 NORTHROP GRUMMAN | $150,264 | $159,978 |
| G7493L105 RELX PLC | $26,696 | $27,854 |
| 783513203 RYANAIR HOLDINGS | $73,895 | $100,632 |
| F4035A557 SAFRAN SA | $192,722 | $339,455 |
| J75734103 SMC CORP | $41,672 | $150,205 |
| 893641100 TRANSDIGM GROUP | $23,580 | $74,262 |
| 929740108 WABTEC COM | $94,361 | $95,306 |
| 94106B101 WASTE CONNECTIONS | $31,585 | $65,475 |
| B639CJ108 ANHEUSER BUSCH | $50,958 | $84,602 |
| G1510J102 BRITISH AMERICAN TOBACCO | $154,643 | $152,001 |
| K36628137 CARLSBERGNATIONAL | $162,332 | $277,815 |
| G42089113 DIAGEO PLC | $64,456 | $88,225 |
| F12033134 GROUP DANONE SHS | $77,344 | $79,713 |
| 438516106 HONEYWELL | $135,440 | $145,487 |
| F58149133 LOREAL | $73,278 | $192,018 |
| 609207105 MONDELEZ | $39,742 | $57,008 |
| H57312649 NESTLE | $125,671 | $236,942 |
| F72027109 PERNOD RICARD | $49,216 | $110,494 |
| 718172109 PHILIP MORRIS | $94,654 | $104,729 |
| G74079107 RECKITT BENCKISER | $227,284 | $253,029 |
| J94104114 UNI CHARM CORP | $28,059 | $43,384 |
| G92087165 UNILEVER PLC | $44,936 | $42,738 |
| 00507V109 ACTIVISION | $136,747 | $288,299 |
| R0000V110 ADEVINTA ASA | $26,188 | $39,793 |
| 00724F101 ADOBE SYSTEM INC | $14,476 | $30,007 |
| 02079K107 ALPHABET INC | $2,548 | $35,038 |
| 02364W105 AMERICA MOVIL | $105,734 | $118,501 |
| 037833100 APPLE | $10,080 | $393,293 |
| 02079K305 ALPHABET INC | $17,925 | $126,190 |
| N07059202 ASML HOLDINGS | $52,139 | $505,331 |
| 11135F101 BROADCOM INC | $127,255 | $437,850 |
| 16119P108 CHARTER COMMUNICATIONS | $36,738 | $126,356 |
| 285512109 ELECTRONIC ARTS | $58,666 | $83,575 |
| 30303M102 FACEBOOK | $50,742 | $92,328 |
| 31620M106 FIDELITY NATIONAL | $95,132 | $94,212 |
| 380237107 GODADDY | $110,883 | $197,836 |
| J18270108 HAMANATSU PHOTONICS | $43,542 | $135,072 |
| 426281101 HENRY JACK & ASSOC | $18,540 | $90,876 |
| 458140100 INTEL CORP | $99,908 | $119,120 |
| 482480100 KLA CORP | $111,908 | $139,294 |
| N4297B146 KONINKLIJKE | $66,128 | $76,473 |
| 594918104 MICROSOFT | $61,167 | $289,146 |
| J59396101 NTT NIPPON TELEGRAPH | $22,227 | $26,050 |
| J5946V107 OBIC CO LTD | $26,420 | $49,400 |
| 74365P108 PROSUS | $12,788 | $17,352 |
| 796050201 SAMSUNG ELECTRICS | $129,399 | $183,700 |
| D66992104 SAP AG SYSTEM | $108,850 | $148,923 |
| 81762P102 SERVICENOW | $34,392 | $79,812 |
| J7596P109 SOFTBANK GROUP | $12,906 | $67,124 |
| 874039100 TAIWAN SEMICONDUCTOR | $124,280 | $577,912 |
| G87572163 TENCENT HOLDINGS | $138,873 | $224,404 |
| 896239100 TRIMBLE INC | $38,795 | $80,658 |
| 92826C839 VISA | $37,017 | $370,529 |
| 00130H105 AES CORP | $28,285 | $61,453 |
| T3679P115 ENEL SOCIETA | $172,933 | $253,425 |
| E6165F166 IBERDROLA | $52,517 | $93,684 |
| 816851109 SEMPRA ENERGY | $29,711 | $42,045 |
| 03027X100 AMERICAN TOWER | $26,676 | $148,817 |
| H25663123 COMPAGNIE FINANCIERE | $0 | $693 |
| 22822V101 CROWN CASTLE | $69,158 | $129,421 |
| 29444U700 EQUINIX INC | $67,518 | $103,556 |
| Y5281M111 LINK REAL ESTATE | $31,932 | $37,196 |
| 315911-75-0 FIDELITY 500 INDEX-INST PRM | $1,463,024 | $1,895,910 |
| 83002G-30-6 SIX CIRCLES US UNCONSTR EQ | $946,268 | $1,264,718 |
| 78462F-10-3 SPDR S&P 500 ETF TRUST | $1,882,974 | $3,735,809 |
| 464287-46-5 ISHARES MSCI EAFE ETF | $676,653 | $911,781 |
| 46641Q-69-6 JPMORGAN BETABUILDERS CANADA | $334,220 | $381,952 |
| 83002G-40-5 SIX CIRCLES INTL UNCON EQ | $815,241 | $871,349 |
| 46641Q-72-0 JPMORGAN BETABUILDERS EUROPE ETF | $117,335 | $137,339 |
| 46641Q-71-2 JPMORGAN BETABUILDERS JAPAN ETF | $319,640 | $385,616 |
| 46641Q-68-8 JPM BTABLDRS DEV ASIA X-JPN | $116,254 | $139,521 |
| 46434G-10-3 ISHARES CORE MSCI EMERGING | $242,895 | $248,967 |
| 464287-43-2 ISHARES 20+ YEAR TREASURY BO | $213,095 | $226,027 |
| 693390-84-1 PIMCOHIGH YIELD FUND-INST | $275,496 | $299,940 |
| 74440Y-88-4 PGIM HIGH YIELD-Q | $362,583 | $424,373 |
| 83002G-10-8 SIX CIRCLES ULTR SHRT DUR | $120,110 | $120,350 |
| 921937-60-3 VANGUARD TOT BD MKT IDX-ADM | $300,941 | $314,110 |
| 92203J-30-8 VANGUARD TTL INTL BND-ADM | $431,940 | $462,626 |
| 83002G-70-2 SIX CIRCLES GLOBAL BOND | $372,318 | $372,683 |
| E6282J125 INDUSTRIA DE DISENO TEXTIL INDITES SA SHS | $186,734 | $180,663 |
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