RICHARD J LACKS JR CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RICHARD J LACKS JR CHARITABLE FOUNDATION (EIN 47-4091917)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-16
IRS object ID
202031989349100018
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

FieldValueIRS element (for citing)
Return2020-07-16T13:58:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382184825PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUNGERFORD NICHOLS CPAS ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12910 LUCERNE DRIVE SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495467175ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474091917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD J LACKS JR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6162432950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J LACKSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6162432950PhoneNum
Signature2020-07-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADRIANE M SCHRAUBEN CPAPreparerPersonNm
PTINP00542816PTIN
Phone6169493200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$345,552FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,146DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$109,146TotalRevAndExpnssAmt
Total Net Invst Incm$9,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,500OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,337TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,337TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$80OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$80OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,917TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,917TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,415ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,332TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,332TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,186ExcessRevenueOverExpensesAmt
Net Investment Income$9,146NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,124CashBOYAmt
Cash EOY$102,117CashEOYAmt
Cash EOYFMV$102,117CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,311SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,909SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,909SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$99,751CorporateStockBOYAmt
Corporate Stock EOY$99,751CorporateStockEOYAmt
Corporate Stock EOYFMV$100,501CorporateStockEOYFMVAmt
Corporate Bonds BOY$233,233CorporateBondsBOYAmt
Corporate Bonds EOY$136,376CorporateBondsEOYAmt
Corporate Bonds EOYFMV$140,025CorporateBondsEOYFMVAmt
Total Assets BOY$345,419TotalAssetsBOYAmt
Total Assets EOY$341,153TotalAssetsEOYAmt
Total Assets EOYFMV$345,552TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$345,419RetainedEarningBOYAmt
Retained Earning EOY$341,153RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$345,419TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$341,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$345,419TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$341,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$345,419TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,186ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$341,233SubtotalAmt
Other Decreases$80OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$341,153TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$107,791AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$285,457NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.377609DistributionYr1Rt
Adjusted Qlfy Distri Yr2$109,143AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$242,587NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.449913DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,962AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$157,765NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.126530DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,809AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$87,242NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066585DistributionYr4Rt
Total Distribution1.020637TotalDistributionRt
Average Distribution0.255159AverageDistributionRt
Net Vl Noncharitable Assets$335,519NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,611AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$91NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85,702AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,332QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$91SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$91ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$91TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MIKE CLOVERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6162432950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK DUNTEN
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND PRESIDENT1.00$0$0$0
JERRY NICHOLS
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND SECRETARY1.00$0$0$0
MICHAEL CLOVER
5460 CASCADE ROADGRAND RAPIDSMI49546DIRECTOR AND TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$285,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$340,628TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$340,628AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,109CashDeemedCharitableAmt
Net Vl Noncharitable Assets$335,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,776MinimumInvestmentReturnAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$16,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,332ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,332QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$91PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$113,241AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,685DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,211ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,150ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,110ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,678ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$206,149TotalExcessDistributionCyovAmt
Qualifying Distributions$113,332QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,647RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$302,796TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$302,796ExcessDistriCyovToNextYrAmt
Excess From Year4$3,211ExcessFromYear4Amt
Excess From Year3$12,150ExcessFromYear3Amt
Excess From Year2$97,110ExcessFromYear2Amt
Excess From Year1$93,678ExcessFromYear1Amt
Excess From Current Year$96,647ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CENTRAL HIGH SCHOOL
319 SHELDON SEGRAND RAPIDSMI49503PCENHANCE THE MISSION OF CATHOLIC CENTRAL HIGH SCHOOL$28,500
SAN JUAN DIEGO ACADEMY
1650 GODFREY AVE SWWYOMINGMI49509PCENHANCE THE MISSION OF THE SAN JUAN DIEGO ACADEMY$55,000
SAN MARCO CHURCH - ST ELIZABETH SETON
851 SAN MARCO RDMARCO ISLANDFL34145SCFOOD PANTRY$899
ST ELIZABETH SETON CATHOLIC SCHOOLS
2730 53RD TERRACE SWNAPLESFL34116PCDONATION & TABLE SPONSOR FOR ANNUAL EVENT (2019)$4,250
ST ELIZABETH SETON CATHOLIC SCHOOLS
2730 53RD TERRACE SWNAPLESFL34116PCTABLE SPONSOR FOR ANNUAL EVENT 2020$1,500
HOSPICE OF MICHIGAN
989 SPALDING SEADAMI49301PCHOSPICE OF MICHIGAN$500
OUR LADY OF SORROWS CHURCH
101 HALL STREETGRAND RAPIDSMI49507PCGIFT CARDS FOR THANKSGIVING/CHRISTMAS 2019$14,016
ST ELIZABETH SETON CATHOLIC SCHOOLS
2730 53RD TERRACE SWNAPLESFL34116PCWHEELCHAIR PURCHASED AND DONATED$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,415TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,146ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,146ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,146TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD J LACKS JR TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15460 CASCADE RD SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
QUALCOMM INC NOTE$26,993$27,070
JP MORGAN CHASE & CO SUB NOTE$20,103$21,898
GOLDMAN SACHS GROUP INC MEDIUM TERM NOTE SURVIVOR OPTION$19,044$19,342
INTEL CORP SR NOTE$9,822$11,591
GOLDMAN SACHS GROUP INC SR GLOBAL NOTE$30,220$30,107
DTE ENERGY CO SR NOTE SER G$30,194$30,017

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGAN CHASE & CO NOTEStockNm
EOY Book Value$99,751EOYBookValueAmt
EOYFMV$100,501EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE TAXES PAIDDesc
Amt$80Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$20$0$20
MISCELLANEOUS EXPENSE$60$0$60

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT LABORCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

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