RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202011409349100221
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-19T15:16:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454299065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNELL CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4095 EMBASSY DR SE STE A | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495462457 | 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 | 383267368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6168741732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H BROWN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 6168741732 | PhoneNum |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J KALEY CPA | PreparerPersonNm |
| PTIN | P00222160 | PTIN |
| Phone | 6162857050 | PhoneNum |
| Preparation | 2020-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.167.231.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-19 | IPDt |
| IP Tm | 15:16:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF3DEA6355365B94BC4FFA65B41A894C4A77EACA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10AC807DCE23E057FFF74D925F87C7687BC290C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,395,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,150 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,920 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,952 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $923 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,028 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $80,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$45,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$45,008 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,712,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,734,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,440,462 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,792,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,689,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,395,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,792,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,689,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,792,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,689,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,792,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,689,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,792,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,467 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,733,958 | SubtotalAmt |
| Other Decreases | $44,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,689,664 | 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 |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE COVERED | P | $271,178 | $271,305 | -$127 | -$127 |
| FIDELITY BROKERAGE COVERED | P | $46,398 | $3,778 | $42,620 | $42,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,499,232 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079104 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,284 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,514,416 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,348,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $220,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,541,073 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086596 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,695 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,681,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087515 | DistributionYr5Rt |
| Total Distribution | 0.405587 | TotalDistributionRt |
| Average Distribution | 0.081117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,401,807 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,071 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $195,898 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,600 | 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 | $1,071 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,071 | SubtotalAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $1,113 | 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 |
| 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 | RICHARD H BROWN | IndividualWithBooksNm |
| Phone | 6166179700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 000.00 | $0 | $0 | $0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HILLARY KRAAK | ||||||||
| 7136 LEONARD ST | COOPERSVILLE | MI | 49404 | 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 | $2,376,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,438,383 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,438,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,401,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,071 | TotalTaxAmt |
| Distributable Before Adj | $119,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,071 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,019 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $103,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,838 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,581 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $119,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,581 | RemainingDistriFromCorpusAmt |
| Total Corpus | $498,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $103,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $394,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,838 | ExcessFromYear4Amt |
| Excess From Year3 | $54,219 | ExcessFromYear3Amt |
| Excess From Year2 | $78,359 | ExcessFromYear2Amt |
| Excess From Year1 | $74,606 | ExcessFromYear1Amt |
| Excess From Current Year | $92,581 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166179700 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW | WASHINGSTON | DC | 20005 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 3940 PENINSULAR DR SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| BATTLE OF FALLING WATERS FOUNDATION | |||||||
| 14906 FALLING WATERS RD | WILLIAMSPORT | MD | 21795 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| BLUE LAKE PUBLIC RADIO | |||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $100 |
| CHILD ADVOCACY CENTER | |||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $7,000 |
| CITY OF HOPE NATIONAL MEDICAL CENT | |||||||
| 1500 E DURATE RD | DUARTE | CA | 91010 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| COLONIAL WILLIAMSBURG | |||||||
| 101 VISITOR CENTER DR | WILLAMSBURG | VA | 23185 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| CONDUCTIVE LEARNING CENTER - AQUIN | |||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $8,000 |
| CONSUMER REPORTS | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| FEEDING AMERICA WEST MICHIGAN | |||||||
| 864 W RIVER CENTER DR NE | COMSTOCK PARK | MI | 49321 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| GILMORE CAR MUSEUM | |||||||
| 6865 W HICKORY RD | HICKORY CORNERS | MI | 49060 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| GUIDING LIGHT | |||||||
| 255 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 425 PLEASANT AVE SW | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| HOPE COLLEGE UPWARD BOUND | |||||||
| 263 COLLEGE AVE | HOLLAND | MI | 49423 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| IONA COUNTY COMMUNITY FOUNDATION | |||||||
| 230 W MAIN STREET | IONIA | MI | 48846 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| JOHN BALL ZOO | |||||||
| 1300 FULTON ST W | GRAND RAPIDS | MI | 49504 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| LIBERTY YOUTH RANCH | |||||||
| 24900 LIBERTY YOUTH RANCH | BONITA SPRINGS | FL | 34135 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49513 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501 (C) (3) | SUPPORT DEP. OF MECHANICAL ENGINEER. | $105,000 |
| MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1000 ELMWOOD AVE 900 | ROCHESTER | NY | 14620 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| ROTARY CLUB OF IONIA | |||||||
| 1350 SPRUCE DRIVE | IONIA | MI | 48846 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| SPARTA CELTIC FESTIVAL | |||||||
| 200 E DIVISION ST | SPARTA | MI | 49345 | NONE | 509 (A) (2) | SUPPORT GENERAL FUND | $5,000 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| STEPHEN SILLER TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER | CHICAGO | IL | 60693 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,500 |
| THE SALVATION ARMY | |||||||
| 10291 MCGREGOR BLVD | FORT MEYER | FL | 33919 | NONE | 501 (C) (3) | SUPPORT GENERAL FUMD | $5,000 |
| UNITED WAY-LEE COUNTY | |||||||
| 7273 CONCOURDE DR | FORY MYERS | FL | 33908 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| UNIVERSITY OOF ILLINOIS SPRINGFIELD | |||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| RESILIENCE | |||||||
| 411 BUTTERNUT DR | HOLLAND | MI | 49424 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,952 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR MRS RICHARD H BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,150 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $46,150 | FairMarketValueAmt |
| Received | 2019-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GRAND WEALTH MGMT - ACT 6709 | StockNm |
| EOY Book Value | $1,734,672 | EOYBookValueAmt |
| EOYFMV | $2,440,462 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN RECORDING INVESTMENT VALUE | Desc |
| Amt | $44,294 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $5,949 | $5,949 |
| WIRE TRANSFER FEES | $15 | $15 |
| MISCELANEOUS FEES | $64 | $64 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $68 | |
| FOREIGN TAX | $903 | $903 |
| LICENSING FEES | $20 | $20 |
Comments