HILLQUIST IRRV FAM FOUNDATION TR UA 01121999: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HILLQUIST IRRV FAM FOUNDATION TR UA 01121999 (EIN 38-6750813)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202021749349100517
- Schema version
- 2019v5.1
- 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 | 2020-06-22T13:52:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202349670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DGN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 496850947 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386750813 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLQUIST IRREVOCABLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 5172798445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 NORTHSHORE DRIVE | AddressLine1Txt |
| City | COLDWATER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANA GRIFE | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5172798445 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY F KRANTZ CPA | PreparerPersonNm |
| PTIN | P00037663 | PTIN |
| Phone | 2319461722 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $220,873 | 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 |
| Dividends Rev And Expnss | $10,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,024 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,109 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $189,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $207,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $199,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $220,873 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $199,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $220,873 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $199,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $220,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $199,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,256 | OtherIncreasesAmt |
| Subtotal | $220,873 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $220,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 107.143 FEDERATED STRATEGIC VALUE | P | 2013-07-11 | 2019-06-26 | $600 | $629 | -$29 | -$29 |
| 31.087 VICTORY SYCAMORE EST VALUE | P | 2018-04-18 | 2019-05-03 | $1,190 | $1,247 | -$57 | -$57 |
| 194 SH GOLDMAN SACHS GROUP 6.2% | P | 2010-11-08 | 2019-08-12 | $4,850 | $4,910 | -$60 | -$60 |
| 913.013 LORD ABBETT INTERNATIONAL VALUE | P | 2010-11-09 | 2019-12-13 | $6,610 | $8,408 | -$1,798 | -$1,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,944 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,867 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $205,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052978 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $213,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $196,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095561 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $194,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005145 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $190,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048409 | DistributionYr5Rt |
| Total Distribution | 0.244335 | TotalDistributionRt |
| Average Distribution | 0.048867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $218,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,654 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $201 | TaxDueAmt |
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 | 0 | 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 | SHANA GRIFE | IndividualWithBooksNm |
| Phone | 5172798445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 NORTHSHORE DRIVE | AddressLine1Txt |
| City | COLDWATER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490361274 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SHANA GRIFE | ||||||||
| 417 NORTHSHORE DRIVE | COLDWATER | MI | 49036 | CO-TRUSTEE | 1.00 | $1,012 | $0 | $0 |
| LARA BOUSE | ||||||||
| PO BOX 2480 | HOWELL | MI | 48844 | CO-TRUSTEE | 1.00 | $1,012 | $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 | $210,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $221,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $10,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $200 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $200 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,038 | 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 | $1,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $161 | ExcessFromYear3Amt |
| Excess From Year1 | $877 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHANA GRIFE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENZIE AREA HISTORICAL SOCIETY | |||||||
| 6941 TRAVERSE STREET PO BOX 185 | BENZONIA | MI | 49616 | NONE | NOT-FOR-PROFIT ORGAN | HISTORICAL SOCIETY | $500 |
| BENZIE CENTRAL SCHOOLS FOUNDATION | |||||||
| 9222 HOMESTEAD ROAD | BENZONIA | MI | 49616 | NONE | NOT-FOR-PROFIT ORGAN | HILLQUIST SCHOLARSHIP | $1,000 |
| BENZIE SENIOR RESOURCES | |||||||
| 10542 MAIN STREET | HONOR | MI | 49640 | NONE | NOT-FOR-PROFIT ORGAN | COMPREHENSIVE SENIOR SERVICESCOMPREHENSIVE SENIOR SERVICES | $400 |
| CHILDREN'S MUSEUM OF BRANCH COUNTY | |||||||
| 426 MARSHALL STREET | COLDWATER | MI | 49036 | NONE | NOT-FOR-PROFIT ORGAN | CHILDREN'S MUSEUM PROGRAM | $750 |
| FOSTERING FORWARD MICHIGAN | |||||||
| PO BOX 2480 | HOWELL | MI | 48844 | NONE | NOT-FOR-PROFIT ORGAN | FOSTER FAMILY ADVOCACY AND SUPPORT | $2,250 |
| BRANCH COUNTY COALITION AGAINST DOMESTIC VIOLENCE | |||||||
| 220 N MICHIGAN AVENUE | COLDWATER | MI | 49036 | NONE | NOT-FOR-PROFIT ORGAN | PROVIDES EMERGENCY RESPONSE AND SUPPORTIVE SERVICES TO VICTIMS OF VIOLENCE | $350 |
| LAKELAND READERS ARE LEADERS | |||||||
| 519 OTIS ROAD | COLDWATER | MI | 49036 | NONE | PUBLIC ELEMENTARY SC | READING PROGRAM FOR AT-RISK CHILDREN | $1,500 |
| MOSLEM TEMPLE HOSPITAL TRANSPORTATION | |||||||
| 24350 SOUTHFIELD ROAD | SOUTHFIELD | MI | 48075 | NONE | NOT-FOR-PROFIT ORGAN | FREE TRANSPORTATION FOR CHILDREN TO SHRINERS HOSPITALS | $1,000 |
| PAUL OLIVER MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1150 MEDICAL CAMPUS DRIVE | TRAVERSE CITY | MI | 49684 | NONE | NOT-FOR-PROFIT ORGAN | DIGITIZING OF RADIOLOGY EQUIPMENT | $1,000 |
| TIBBETS OPERA HOUSE FOUNDATION | |||||||
| 14 S HANCHETT STREET | COLDWATER | MI | 49036 | NONE | NOT-FOR-PROFIT ORGAN | ENDOWMENT FUND FOR CHILDREN'S PROGRAMMING | $1,500 |
| WOMEN'S RESOURCE CENTER | |||||||
| 720 S ELMWOOD SUITE 2 | TRAVERSE CITY | MI | 49684 | NONE | NOT-FOR-PROFIT ORGAN | DOMESTIC VIOLENCE & ABUSE SUPPORT SERVICES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,095 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS, STOCKS AND BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $207,764 | BookValueAmt |
| EOYFMV | $207,764 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $26,256 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $100 | $0 | $0 |
| EXCISE TAX PAID | $134 | $0 | $0 |
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