DAVID E POST FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E POST FAMILY FOUNDATION (EIN 38-3589397)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-10
- IRS object ID
- 202131619349100923
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-10T15:23:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462899981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELSING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1419 GENE STREET | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 | 383589397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E POST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3213547460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 WINDERLEY PL 120 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT K POST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2021-06-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOT | PersonFirstNm |
| Person Last | POST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL E FELSING | PreparerPersonNm |
| PTIN | P00448204 | PTIN |
| Phone | 4074129299 | PhoneNum |
| Preparation | 2021-06-02 | PreparationDt |
| 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 | $1,135,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,233 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,951 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,426 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,426 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,349 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,198 | CashBOYAmt |
| Cash EOY | $58,522 | CashEOYAmt |
| Cash EOYFMV | $58,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $817,004 | CorporateStockBOYAmt |
| Corporate Stock EOY | $866,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,063,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $871,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $937,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,135,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $871,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $937,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $871,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $937,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $871,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $937,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $871,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,992 | ExcessRevenueOverExpensesAmt |
| Subtotal | $945,305 | SubtotalAmt |
| Other Decreases | $7,918 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $937,387 | 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 |
|---|---|---|---|---|---|
| SEE ATTACHED - SHORT TERM | P | $372,056 | $452,692 | -$80,636 | -$80,636 |
| SEE ATTACHED - LONG TERM | P | $350,803 | $174,934 | $175,869 | $175,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,233 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,731 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,731 | SubtotalAmt |
| Tax Based On Investment Income | $1,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,769 | OverpaymentAmt |
| Applied To ES Tax | $1,769 | 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 |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 | SCOT K POST | IndividualWithBooksNm |
| Phone | 3213547460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 WINDERLEY PLACE 120 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK E POST | ||||||||
| 3874 BAYWOOD DRIVE | GRAND RAPIDS | MI | 49546 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SCOT K POST | ||||||||
| 1010 WINDERLEY PLACE 120 | MAITLAND | FL | 32751 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ROBERT N POST | ||||||||
| 2705 LAKESHORE DRIVE N | HOLLAND | MI | 49424 | 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 | $982,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,011,469 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,011,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $996,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,731 | TotalTaxAmt |
| Distributable Before Adj | $48,084 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,084 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,547 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,547 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,084 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,547 | QualifyingDistributionsAmt |
| Applied To Current Year | $48,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,463 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,210 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,226 | ExcessFromYear2Amt |
| Excess From Year1 | $12,521 | ExcessFromYear1Amt |
| Excess From Current Year | $2,463 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| AAUW INC | |||||||
| 1310 L ST NW | SUITE 1000 | WASHINGTON | DC | 20005 | ADVANCE WOMEN | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 237 EAST MARKS ST | ORLANDO | FL | 32803 | PROGRAMS & SERVICES | $154 | ||
| CAMP BLODGETT | |||||||
| 528 BRIDGE ST NW | SUITE 6 | GRAND RAPIDS | MI | 49504 | YOUTH RECREATION AND EDUCATION | $600 | |
| CENTRAL REFORMED CHURCH | |||||||
| 10 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | MINISTRY | $12,479 | ||
| COVENANT ABILITY NETWORK | |||||||
| 862 FOREST PARK RD | MUSKEGON | MI | 49441 | SUPPORT SPECIAL NEEDS | $2,000 | ||
| COVENANT HARBOR BIBLE | |||||||
| 1724 W MAIN ST | LAKE GENEVA | WI | 53147 | BIBLE CAMP | $1,000 | ||
| COVENANT WORLD RELIEF | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | GLOBAL HUMANITARIANISM | $1,000 | ||
| COVENANT YOUTH OF ALASKA | |||||||
| PO BOX 203356 | ANCHORAGE | AK | 99520 | YOUTH MINISTRY | $1,500 | ||
| CRITTER BARN | |||||||
| 9275 ADAMS ST | ZEELAND | MI | 49464 | SUPPORT FOR AGRICULTURE | $121 | ||
| CROZET VOLUNTEER FIRE DEPT | |||||||
| 5624 THREE NOTCHD ROAD | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $500 | ||
| DISCOVERY CHURCH | |||||||
| 1001 SAND LAKE RD | ORLANDO | FL | 32809 | MINISTRY | $500 | ||
| EVERY MONDAY MATTERS | |||||||
| 321 PASS AVENUE | SUITE 152 | BURBANK | CA | 91505 | SUPPORT MENTAL HEALTH | $103 | |
| FAITH HOSPICE | |||||||
| 2100 RAYBROOK ST SE | SUITE 300 | GRAND RAPIDS | MI | 49456 | PATIENT CARE | $1,500 | |
| FARMINGTON COUNTRY CLUB | |||||||
| 1625 COUNTRY CLUB CIRCLE | CHARLOTTESVILLE | VA | 22901 | HISTORIC PRESERVATION | $500 | PRESERVATION FOUNDATION | |
| FIRST EVENGELICAL COVENANT CHURCH | |||||||
| 1933 TREMONT NW | GRAND RAPIDS | MI | 49504 | MINISTRY | $1,000 | ||
| GLOBAL COMMISSION PARTNERS | |||||||
| PO BOX 120963 | CLERMONT | FL | 34771 | MINISTRY | $1,000 | ||
| HOLLAND HOME | |||||||
| 2100 RAYBROOKS SE STE 300 | GRAND RAPIDS | MI | 49546 | SUPPORT OF ELDERLY | $500 | ||
| HOPE COLLEGE | |||||||
| P O BOX 9000 | HOLLAND | MI | 49422 | SCHOLARSHIP FUND | $500 | ||
| HOSPICE OF PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY | STE 300 | CHARLOTTESVILLE | VA | 22911 | PATIENT CARE | $500 | |
| IMAGINE FOUNDATION | |||||||
| 2727 CAMPUS DR | IRVINE | CA | 92612 | SELF ESTEEM PROGRAMS | $1,100 | ||
| IN THE IMAGE | |||||||
| 1823 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | HELPING NEEDY FAMILIES | $500 | ||
| INTERNATIONAL NEEDS | |||||||
| 5570 32ND AVENUE | HUDSONVILLE | MI | 49426 | DESCIPLESHIP | $250 | ||
| KIDS HOPE USA | |||||||
| 201 W WASHINGTONE AVE | SUITE 20 | ZEELAND | MI | 49464 | CARE FOR CHILDREN | $250 | |
| MICHIGAN STATE ALUMNI ASSOCIATION | |||||||
| 535 CHESTNUT RD | 300 | EAST LANSING | MI | 48824 | STUDENT SUPPORT | $100 | |
| NORTHLAND COMMUNITY CHURCH | |||||||
| 530 DOG TRACK RD | LONGWOOD | FL | 32750 | MINISTRY | $511 | ||
| ORANGEWOOD PRESBYTERIAN CHURCH | |||||||
| 1300 W MAITLAND BLVD | MAITLAND | FL | 32751 | MINISTRY | $1,000 | ||
| PARAMOUNT THEATER | |||||||
| 215 EAST MAIN ST | CHARLOTTESVILLE | VA | 22902 | THEATER SUPPORT | $300 | ||
| PATHWAY LEARNING | |||||||
| PO BOX 2062 | WINTER PARK | FL | 32790 | EDUCATION | $2,286 | ||
| PEO FOUNDATION | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | EDUCATION | $180 | ||
| PORTAGE LAKE COVENANT | |||||||
| 4158 CAMP DELIGHT RD | MANISTEE | MI | 49660 | BIBLE CAMP | $2,500 | ||
| PREGNANCY RESOURCE CENTER | |||||||
| 415 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | PARENT SUPPORT | $250 | ||
| SAFE HARBOR CHRISTIAN COMMUNITY | |||||||
| 3002 MURHPY ROAD | MEMPHIS | IN | 47143 | SUPPORT FOR THE DISABLED | $3,000 | ||
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PROVIDE FOR THE NEEDY | $260 | ||
| SAMARITAS | |||||||
| 8131 E JEFFERSON STREET | DETROIT | MI | 48214 | COMMUNITY SUPPORT | $500 | ||
| SECOND HARVEST FOOD BANK | |||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | FEEDING THE COMMUNITY | $1,000 | ||
| SHELTER FOR HELP IN EMERGENCIES | |||||||
| PO BOX 1013 | CHARLOTTESVILLE | VA | 22902 | SUPPORT TO FAMILIES IN NEED | $300 | ||
| ST JOHN THE EVANGELIST CATH | |||||||
| 5655 STADIUM PARKWAY | MELBOURNE | FL | 32940 | MINISTRY | $200 | ||
| ST JOHN'S HEALTH | |||||||
| 625 EAST BROADWAY | JACKSON HOLE | WY | 83001 | HEALTHCARE | $500 | ||
| ST JUDE CHILDRENS RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | MEDICAL TREATMENT FOR CHILDREN | $500 | HOSPITAL | |
| ST LOUIS CATHOLIC PARISH | |||||||
| 902 GRANT AVE | LOUISVILLE | CO | 80027 | MINISTRY | $100 | ||
| ST PAUL'S UNITED METHODIST CHURCH | |||||||
| 3212 W KINNEY RD | LUDINGTON | MI | 49431 | MINISTRY | $500 | ||
| ST VINCENT DEPAUL | |||||||
| 5323 E COUNTY RD 462 | WILDWOOD | FL | 34785 | MINISTRY | $250 | ||
| THE FIRST TEE OF VIRGINIA BLUE | |||||||
| 2421 IVY ROAD STE 120 | CHARLOTTESVILLE | VA | 22903 | YOUTH GOLF | $600 | RIDGE | |
| THOMAS JEFFERSON AREA FOOD BANK | |||||||
| 1207 HARRIS ST | CHARLOTTESVILLE | VA | 22903 | PROVIDE FOOD TO NEEDY | $1,030 | ||
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PROVIDE FOR NEEDY CHILDREN | $200 | ||
| UNITED WAY OF HOLLAND MI | |||||||
| 115 CLOVER ST | 300 | HOLLAND | MI | 49423 | COMMUNITY SUPPORT | $123 | |
| UNIVERSITY OF PENNSYLVANIA CANCER | |||||||
| 3400 CIVIC CENTER BLVD | WEST PAVILLION | PA | 19104 | SUPPORT FOR CANCER | $500 | ||
| UNIVERSITY OF VIRGINIA | |||||||
| P O BOX 400331 | CHARLOTTESVILLE | VA | 22904 | STUDENT SUPPORT | $300 | ||
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | SUPPORT TROUBLED YOUTH | $250 | ||
| WESTERN ALBEMARLE RESCUE SQUAD | |||||||
| PO BOX 188 | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $500 | ||
| WESTERN THEOLOGICAL SEMINARY | |||||||
| 101 E 13TH STREET | HOLLAND | MI | 49423 | EDUCATION | $1,000 | ||
| WIKIPEDIA | |||||||
| 1 MONTGOMERY STREET | STE 1600 | SAN FRANCISCO | CA | 94104 | EDUCATION | $104 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | END POVERTY | $500 | ||
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 85304 | YOUTH CAMP | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,901 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,951 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,426 | Amt |
| Disbursements Charitable Prps | $2,426 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $866,045 | EOYBookValueAmt |
| EOYFMV | $1,063,948 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT | $1,789 |
| PRIOR YEAR TAX | $2,629 |
| CURRENT YEAR ESTIMATED PYMTS | $3,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BAIRD MGMT FEE | $7,349 | $7,349 | |
| OFFICE EXPENSES | $50 | $50 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DUE TO COVID AND CHANGING DEADLINES THIS RETURN WAS ERRONEOUSLY MISSED BEING PREPARED ON TIME BY THE CPA. WE RESPECTFULLY REQUEST THAT ANY PENALTIES AND INTEREST BE ABATED AS THE TAXPAYER HAS A LONG HISTORY OF TIMELY FILING AND ALL TAXES WERE REMITTED PRIOR TO THE DUE DATE. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $63 | $63 | |
| STATE OF MICHIGAN | $70 | $70 |