DAVID E POST FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E POST FAMILY FOUNDATION (EIN 38-3589397)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202011289349100821
- Schema version
- 2019v5.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T14:26:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL E FELSING | PreparerPersonNm |
| PTIN | P00448204 | PTIN |
| Phone | 4074129299 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-07 | IPDt |
| IP Tm | 14:26:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5FEFC481C467A40D15C1D116C281E34CB6C1F399 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3A3ADFA2800B7EAE411F260115A4BF1B4B244B1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,173,615 | 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 | $181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $309,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $568,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $34 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $340,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,642 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,929 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $178 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,018 | CashBOYAmt |
| Cash EOY | $15,198 | CashEOYAmt |
| Cash EOYFMV | $15,198 | CashEOYFMVAmt |
| Corporate Stock BOY | $546,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $856,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,158,417 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $596,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $871,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,173,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $596,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $871,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $596,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $871,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $596,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $871,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $596,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,937 | ExcessRevenueOverExpensesAmt |
| Subtotal | $873,503 | SubtotalAmt |
| Other Decreases | $2,190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $871,313 | 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 | $188 | $252 | -$64 | -$64 |
| SEE ATTACHED - LONG TERM | P | $568,084 | $258,874 | $309,210 | $309,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,058,070 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060489 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,041,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050129 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,859 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $962,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,635 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $901,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041747 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $875,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050188 | DistributionYr5Rt |
| Total Distribution | 0.260609 | TotalDistributionRt |
| Average Distribution | 0.052122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,086,785 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,456 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,404 | SubtotalAmt |
| Tax Based On Investment Income | $3,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $775 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $775 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,629 | TaxDueAmt |
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 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 | 327514184 | 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 | $1,070,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,103,335 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,103,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,086,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,404 | TotalTaxAmt |
| Distributable Before Adj | $50,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,935 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,456 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,456 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,935 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $9,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,456 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,521 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,747 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,226 | ExcessFromYear1Amt |
| Excess From Current Year | $12,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF GREATER ORLANDO | |||||||
| PO BOX 547683 | ORLANDO | FL | 32854 | EDUCATION | $750 | ||
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | SUPPORT FOR CANCER | $211 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 237 EAST MARKS ST | ORLANDO | FL | 32803 | PROGRAMS & SERVICES | $700 | ||
| CAMP BLODGETT | |||||||
| 528 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | YOUTH RECREATION AND EDUCATION | $500 | SUITE 6 | |
| CAMP GENEVA | |||||||
| 3995 LAKESORE DR N | HOLLAND | MI | 49424 | MINISTRY | $400 | ||
| CENTRAL REFORMED CHURCH | |||||||
| 10 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | MINISTRY | $10,000 | ||
| CHARLOTTESVILLE SYMPHONY SOCIETY | |||||||
| P O BOX 4206 | CHARLOTTESVILLE | VA | 22905 | SYMPHONY SUPPORT | $175 | ||
| COVENANT YOUTH OF ALASKA | |||||||
| PO BOX 203356 | ANCHORAGE | AK | 99520 | YOUTH MINISTRY | $1,000 | ||
| CROZET VOLUNTEER FIRE DEPT | |||||||
| 5624 THREE NOTCHD ROAD | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $600 | ||
| DR PHILLIPS FINE ARTS CENTER | |||||||
| 155 EAST ANDERSON ST | ORLANDO | FL | 32801 | PERFORMING ARTS SUPPORT | $1,261 | ||
| FARMINGTON COUNTRY CLUB | |||||||
| 1625 COUNTRY CLUB CIRCLE | CHARLOTTESVILLE | VA | 22901 | HISTORIC PRESERVATION | $1,500 | PRESERVATION FOUNDATION | |
| FIRST EVENGELICAL COVENANT CHURCH | |||||||
| 1933 TREMONT NW | GRAND RAPIDS | MI | 49504 | MINISTRY | $1,000 | ||
| FOREVER WISHES | |||||||
| 531 HILLEND CT | APOPKA | FL | 32712 | HUMAN SERVICES | $350 | ||
| HOLLAND HOME | |||||||
| 2100 RAYBROOKS SE STE 300 | GRAND RAPIDS | MI | 49546 | SUPPORT OF ELDERLY | $1,830 | ||
| HOPE COLLEGE | |||||||
| P O BOX 9000 | HOLLAND | MI | 49422 | SCHOLARSHIP FUND | $500 | ||
| HOSPICE OF PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22911 | PATIENT CARE | $250 | STE 300 | |
| 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 | ||
| JOHN CORCORAN LITERACY | |||||||
| 2082 RUE DE LA MONTAGNE | OCEANSIDE | CA | 92504 | SUPPORT LITERACY | $500 | ||
| KIDS HOPE USA | |||||||
| 201 W WASHINGTONE AVE | ZEELAND | MI | 49464 | CARE FOR CHILDREN | $500 | SUITE 20 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | HEALTHY BABIES | $250 | ||
| MARTHA JEFFERSON HOSP | |||||||
| 500 MARTHA JEFFERSON DR | CHARLOTTESVILLE | VA | 22911 | WOMEN'S HEALTH PROGRAMS | $400 | HOSPITAL FOUNDATION | |
| ORANGEWOOD PRESBYTERIAN CHURCH | |||||||
| 1300 W MAITLAND BLVD | MAITLAND | FL | 32751 | MINISTRY | $2,000 | ||
| PARAMOUNT THEATER | |||||||
| 215 EAST MAIN ST | CHARLOTTESVILLE | VA | 22902 | THEATER SUPPORT | $750 | ||
| PARENTS ENCOURAGING CONFIDENT | |||||||
| 5001 LOG WAGON ROAD | OCOEE | FL | 34761 | EDUCATION OF YOUTH | $1,000 | CHOICES | |
| PATHWAY LEARNING | |||||||
| PO BOX 2062 | WINTER PARK | FL | 32790 | EDUCATION | $2,000 | ||
| PEO FOUNDATION | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | EDUCATION | $500 | ||
| PORTAGE LAKE COVENANT | |||||||
| 4158 CAMP DELIGHT RD | MANISTEE | MI | 49660 | BIBLE CAMP | $5,330 | ||
| PREGNANCY RESOURCE CENTER | |||||||
| 415 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | PARENT SUPPORT | $250 | ||
| RIVANNA GARDEN CLUB | |||||||
| 5224 TAYLOR CREEK ROAD | AFTON | VA | 22920 | COMMUNITY HELP | $1,121 | CHRISTMAS BAZAAR | |
| SAFE HARBOR CHRISTIAN COMMUNITY | |||||||
| 3002 MURHPY ROAD | MEMPHIS | IN | 47143 | SUPPORT FOR THE DISABLED | $3,000 | ||
| SAMARITAS | |||||||
| 8131 E JEFFERSON STREET | DETROIT | MI | 48214 | COMMUNITY SUPPORT | $500 | ||
| SCHOOLS FOR SIERRA LEONE | |||||||
| 2121 CELEBRATION DRIVE NE | GRAND RAPIDS | MI | 49525 | EDUCATION | $250 | ||
| SHELTER FOR HELP IN EMERGENCIES | |||||||
| PO BOX 1013 | CHARLOTTESVILLE | VA | 22902 | SUPPORT TO FAMILIES IN NEED | $500 | ||
| ST JUDE CHILDRENS RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | MEDICAL TREATMENT FOR CHILDREN | $1,250 | HOSPITAL | |
| THE FIRST TEE OF VIRGINIA BLUE | |||||||
| 2421 IVY ROAD STE 120 | CHARLOTTESVILLE | VA | 22903 | YOUTH GOLF | $1,841 | RIDGE | |
| THE PEOPLE'S CENTER | |||||||
| 56633 HIGHWAY 93 | PABLO | MT | 59855 | EDUCATION | $500 | ||
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | STUDENT SUPPORT | $250 | ||
| UNIVERSITY OF VIRGINIA | |||||||
| P O BOX 400331 | CHARLOTTESVILLE | VA | 22904 | STUDENT SUPPORT | $575 | ||
| VIRGIL HAWKINS FOUNDATION | |||||||
| 800 OCALA RD STE 300-223 | TALLAHASSEE | FL | 32304 | SUPPORT MINORITY LAW STUDENTS | $750 | ||
| 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 | $300 | ||
| WESTERN THEOLOGICAL SEMINARY | |||||||
| 101 E 13TH STREET | HOLLAND | MI | 49423 | EDUCATION | $1,000 | ||
| WIKIPEDIA | |||||||
| 1 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | EDUCATION | $104 | STE 1600 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | END POVERTY | $250 | ||
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | YOUTH CAMP | $500 | ||
| MUSKEGON COMMUNITY FOUNDATION | |||||||
| 425 W WESTERN AVE | MUSKEGON | MI | 49440 | COMMUNITY SUPPORT | $250 | 200 | |
| MOUNT DORA CHRISTIAN | |||||||
| 301 W 13TH AVE | MOUNT DORA | FL | 32757 | STUDENT SUPPORT | $100 | ||
| DEYOUNG MUSEUM OF ART | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | SUPPORT FOR THE ARTS | $74 | ||
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | MINISTRY | $1,500 | ||
| LAKE MARY PREP | |||||||
| 650 RANTOUL LN | LAKE MARY | FL | 32746 | STUDENT SUPPORT | $250 | ||
| COLUMBUS MUSEUM OF ART | |||||||
| 480 E BROAD ST | COLUMBUS | OH | 43215 | SUPPORT FOR THE ARTS | $500 | ||
| MICHIGAN STATE ALUMNI ASSOCIATION | |||||||
| 535 CHESTNUT RD | EAST LANSING | MI | 48824 | STUDENT SUPPORT | $500 | 300 | |
| FIVE STAR | |||||||
| 4545 CASCADE RD SE | GRAND RAPIDS | MI | 49546 | SUPPORT FOR REAL ESTATE | $100 | ||
| 4 OCEANS | |||||||
| 6560 W ROGERS CIR STE 19 | BOCA RATON | FL | 334872746 | KEEPING OCEANS CLEAN | $119 | ||
| CRITTER BARN | |||||||
| 9275 ADAMS ST | ZEELAND | MI | 49464 | SUPPORT FOR AGRICULTURE | $100 | ||
| FORE DADS WITH KIDS | |||||||
| 1950 W MAGNOLIA PALM DR | LAKE BUENA VISTA | FL | 32830 | SUPPORT FOR SINGLE FATHERS | $200 | ||
| COVENANT HARBOR BIBLE | |||||||
| 1724 W MAIN ST | LAKE GENEVA | WI | 53147 | BIBLE CAMP | $205 | ||
| EVERY MONDAY MATTERS | |||||||
| 321 PASS AVENUE | BURBANK | CA | 91505 | SUPPORT MENTAL HEALTH | $500 | SUITE 152 | |
| SHRINERS HOSPITAL | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | MEDICAL TREATMENT FOR CHILDREN | $500 | ||
| ORLANDO WORLD OUTREACH | |||||||
| PO BOX 1829 | ORLANDO | FL | 32802 | MINISTRY | $100 | ||
| S G KOMEN | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | SUPPORT FOR CANCER | $608 | SUITE 526 | |
| IMAGINE FOUNDATION | |||||||
| 2727 CAMPUS DR | IRVINE | CA | 92612 | SELF ESTEEM PROGRAMS | $500 | ||
| LAKEWOOD HIGH SCHOOL | |||||||
| 1400 54 AVE S | ST PETERSBURG | FL | 33705 | STUDENT SUPPORT | $251 | ||
| THOMAS JEFFERSON AREA FOOD BANK | |||||||
| 1207 HARRIS ST | CHARLOTTESVILLE | VA | 22903 | PROVIDE FOOD TO NEEDY | $815 | ||
| ABACO RELIEF FUND | |||||||
| C/O PAUL FURUKAWA | ORLANDO | FL | 32812 | HURRICANE RELIEF | $500 | 2541 SKIF DRIVE | |
| PROJECT BASELINE | |||||||
| P O BOX 5879 | RENO | NV | 89513 | CLINICAL RESEACH | $500 | ||
| MIMS UNITED METHODIST CHURCH | |||||||
| 3302 GREEN ST | MIMS | FL | 32754 | MINISTRY | $75 | ||
| UNIVERSITY OF PENNSYLVANIA CANCER | |||||||
| 3400 CIVIC CENTER BLVD | WEST PAVILLION | PA | 19104 | SUPPORT FOR CANCER | $500 | ||
| CATHOLIC HOSPICE | |||||||
| 14875 NW 77 AVE | MIAMI LAKES | FL | 33014 | PATIENT CARE | $100 | SUITE 100 | |
| FLORIDA RIGHTS RESTORATION COALITIO | |||||||
| 446 S BLOSSOM TRL | ORLANDO | FL | 32805 | SUPPORT RETURNING CITIZENS | $300 | ||
| CHILDREN'S ADVOCACY CENTER | |||||||
| 601 WEST MICHIGAN ST | ORLANDO | FL | 32805 | SUPPORT CHILD WELFARE | $800 | ||
| COVENANT WORLD RELIEF | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | GLOBAL HUMANITARIANISM | $1,000 | ||
| GEORGIA'S HEALING HOUSE | |||||||
| 405 RIDGE ST | CHARLOTTESVILLE | VA | 22902 | SUPPORT FOR WOMEN | $1,000 | ||
| UNITED WAY OF HOLLAND MI | |||||||
| 115 CLOVER ST | HOLLAND | MI | 49423 | COMMUNITY SUPPORT | $103 | 300 | |
| ADVENT HEALTH | |||||||
| 900 HOPE WAY | ALTAMONTE SPRINGS | FL | 32714 | SUPPORT FOR MEDICINE | $101 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $309,146 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARINE PETROLEUM TRUST | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $340,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,642 | 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 | $2,929 | Amt |
| Disbursements Charitable Prps | $2,929 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $856,115 | EOYBookValueAmt |
| EOYFMV | $1,158,417 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF PRINCIPAL-K1 DIST | $26 |
| ADJUSTMENT TO BOOK BASIS | $800 |
| PRIOR YEAR TAX | $589 |
| CURRENT YEAR ESTIMATED PYMTS | $775 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MARINE PETROLEUM TRUST EXPENS | $9 | $9 |
| MARINE PETROLEUM TRUST DEPLET | $5 | $5 |
| BAIRD MGMT FEE | $185 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARINE PETROLEUM TRUST | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |