SCHALON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHALON FOUNDATION (EIN 38-3341098)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-08
- IRS object ID
- 202011629349100301
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-08T17:41:58-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLEDER BUSINESS CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9587 Red Arrow Highway apt 120 | AddressLine1Txt |
| City | Bridgman | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49106 | 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 | 383341098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHALON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4418 TANGLEWOOD TRAIL | AddressLine1Txt |
| City | SAINT JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Schalon | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8585498741 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON F SLEDER | PreparerPersonNm |
| PTIN | P00449532 | PTIN |
| Phone | 2694295667 | PhoneNum |
| Preparation | 2020-06-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.222.144.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 07:32:00 | IPTm |
| Federal Original Submission Id | 3807432020162hujiw20 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5890B90E8DB104A7704DFA127C96B0E47CD1772 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E5890B90E8DB104A7704DFA127C96B0E47CD1772 | 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 | $9,155,900 | 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 | $248,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,293 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $248,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,293 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,725 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,368 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $482,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $7,971,861 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,136,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,919,872 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,454,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,247,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,155,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,281,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,281,220 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,173,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,965,825 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,454,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,247,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,454,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,247,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,454,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,225 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,247,045 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,247,045 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $277,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,010,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046083 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,425,396 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $242,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,116,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $550,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,618,975 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.119226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $395,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,030,222 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078545 | DistributionYr5Rt |
| Total Distribution | 0.35578 | TotalDistributionRt |
| Average Distribution | 0.071156 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,989,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $639,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,903 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $641,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,299 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,299 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,493 | OverpaymentAmt |
| Applied To ES Tax | $6,493 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | SCOTT SCHALON | IndividualWithBooksNm |
| Phone | 8585498741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT SCHALON | ||||||||
| 10982 TWINLEAF COURT | SAN DIEGO | CA | 92131 | TREASURER DIR | 0.00 | $0 | $0 | $0 |
| SUSAN K SCHALON | ||||||||
| 7930 BLACK CHERRY WAY SE | CALEDONIA | MI | 493167560 | SECRETARY DIR | 0.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,755,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,126,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,126,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,989,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,806 | TotalTaxAmt |
| Distributable Before Adj | $445,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $445,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $445,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $397,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,679 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $149,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $321,552 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,573 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,473 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $546,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $397,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $48,179 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,179 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $498,175 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $101,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $396,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $321,552 | ExcessFromYear4Amt |
| Excess From Year3 | $53,573 | ExcessFromYear3Amt |
| Excess From Year2 | $21,473 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT SCHALON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8585498741 | RecipientPhoneNum |
| Recipient Email Address | SCOTTOSD@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED IN WRITING BEFORE 4TH QUARTER OF THE CURRENT YEAR REQUESTING ORGANIZATION MUST VERIFY THEIR EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BEFORE 4TH QUARTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SILVER BEACH CAROUSEL SOCIETY | ||||||
| 333 BROAD STREET | Saint Joseph | MI | 49085 | PC | 2019 BUILD YOUR WAY AROUND TOWN FUNDRAISING CAMPA | $2,500 |
| THE SOUP KITCHEN INC | ||||||
| 233 MICHIGAN AVE | Benton Harbor | MI | 49022 | PC | GOLF FUNRAISING SPONSERSHIP GRANT | $5,000 |
| PROKIDS FIRST TEE OF SAN DIEGO | ||||||
| 4085 52ND ST | San Diego | CA | 92105 | General Support Grant | $5,000 | |
| OCEAN DISCOVERY INSTITUTE | ||||||
| 4255 thorn st | San Diego | CA | 92131 | GENERAL SUPPORT GRANT | $15,000 | |
| HERALD PALLADIUM | ||||||
| 518 BROAD STREET | Saint Joseph | MI | 49085 | 2019 GOODFELLOWS FUND DRIVE | $6,000 | |
| BERRIEN COMMUNITY FOUNDATION | ||||||
| 2900 S STATE STREET 2E | Saint Joseph | MI | 49085 | WOMENS GIVING CIRCLE GRANT | $5,000 | |
| SAN DIEGO POLICE FOUNDATION | ||||||
| 444 W BEECH STREET | San Diego | CA | 92101 | PC | NEW EQUIPMENT GRANT | $5,000 |
| THE GHOSTLIGHT THEATRE | ||||||
| 101 Hinkley St | Benton Harbor | MI | 49022 | PC | INITIAL FUNDING FOR MEDC MATCH GRANT | $50,000 |
| SOUTHWEST MICHIGAN SYMPHONY ORCHEST | ||||||
| 513 SHIP ST | Saint Joseph | MI | 49085 | PC | General Support grant | $45,000 |
| HOSPICE AT HOME | ||||||
| 445 UPTON DR SUITE 9 | Saint Joseph | MI | 49085 | PC | REFLECTIONS ANNUAL FUNDRAISER GRANT | $8,000 |
| KRASL ART CENTER | ||||||
| 707 LAKE BLVD | Saint Joseph | MI | 49085 | PC | SCULPTING COMMUNITY CAMPAIGN GRANT 2 | $5,000 |
| HERITAGE MUSEUM AND CULTURAL SOCIET | ||||||
| 601 MAIN STREET | Saint Joseph | MI | 49085 | GENERAL SUPPORT GRANT | $10,000 | |
| LEST WE FORGET | ||||||
| 5821 Ridge Road | Stevensville | MI | 49127 | PC | RE-ENACTMENT GRANT | $10,000 |
| SAN DIEGO HOUSE RABBIT SOCIETY | ||||||
| 4807 MERCURY ST A | San Diego | CA | 92111 | GENERAL SUPPORT GRANT | $4,000 | |
| OPERA GRAND RAPIDS | ||||||
| 1320 FULTON ST E | Grand Rapids | MI | 49503 | 2019 Production Expenses | $10,000 | |
| THE GHOSTLIGHT THEATER | ||||||
| 101 Hinkley st | Benton Harbor | MI | 49022 | PC | General support grant | $45,000 |
| THE GHOSTLIGHT THEATER | ||||||
| 101 hinkley st | Benton Harbor | MI | 49022 | PC | furnishings purchase grant | $5,000 |
| St Joseph public library | ||||||
| 500 market st | Saint Joseph | MI | 49085 | PC | summer reading programs grant | $500 |
| Veterans village of san diego | ||||||
| 4141 pacific hwy | San Diego | CA | 92110 | PC | stand down san diego sponsorship grant | $10,000 |
| Regina High School | ||||||
| 13900 Masonic Blvd | Warren | MI | 48088 | STEM certification program grant | $5,000 | |
| Scripps ranch HS music program | ||||||
| 10410 falcon way | San Diego | CA | 92131 | PC | General support grant | $6,000 |
| Alpha project of San Diego | ||||||
| 3737 fifth ave ste 203 | San Diego | CA | 92103 | Wheels of change program grant | $5,000 | |
| CASA of southwest michigan inc | ||||||
| 38 W Wall St | Benton Harbor | MI | 49023 | General Support Grant | $15,000 | |
| ARS Arts And Culture Center | ||||||
| 147 fifth street | Benton Harbor | MI | 49022 | After school programs grant | $20,000 | |
| St Joseph Public Schools | ||||||
| 3275 lincoln ave | Saint Joseph | MI | 49085 | New Stadium Grant | $35,000 | |
| Humane Society of Southwest Mi | ||||||
| 5400 Niles Rd | Saint Joseph | MI | 49085 | general Support Grant | $35,000 | |
| Box Factory For the Arts | ||||||
| 1101 Broad Street | Saint Joseph | MI | 49085 | General Support Grant | $25,000 | |
| SILVER BEACH CAROUSEL SOCIETY | ||||||
| 333 BROAD STREET | Saint Joseph | MI | 49085 | PC | CANCER SOCIETY TEAM UP AGAINST CANCER | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,500 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| JACKSON LIFE ANNUITY | 14 |
| VOYA INSURANCE | 14 |
| LINCOLN NATIONAL LIF | 14 |
| 14 |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (10 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE HATHAWAY | $9,534 | $9,534 | $339,590 |
| CAPITAL WORLD BOND FUND | $253,886 | $253,886 | $307,775 |
| EURO PACK GROWTH FUND | $245,493 | $245,493 | $331,937 |
| INCOME FUND OF AMERICA | $306,357 | $306,357 | $407,790 |
| INVESTMENT COMPANY OF AMERICA | $193,532 | $193,532 | $254,083 |
| NEW PERSPECTIVE FUND | $140,874 | $140,874 | $231,149 |
| OPPENHEIMER SR FLOATING RATE | $86,521 | $86,521 | $77,493 |
| FIDELITY ADVISOR NEW INSIGHTS FUND | $68,788 | $68,788 | $136,759 |
| DELAWARE DIVERSIFIED INCOME FUND | $151,675 | $150,665 | $146,407 |
| MSIF ULTRA SHORT INCOME | $6,515,201 | $6,680,367 | $6,686,889 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC | $0 | $0 | $0 | $0 |
| CMF RENEWAL | $3,200 | $3,200 | $0 | $0 |
| MICH FILING FEE | $20 | $20 | $0 | $0 |
| MORGAN STANLEY FEES | $45,148 | $45,148 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL FEES | $7,725 | $7,725 | $0 | $0 |
| FOREIGN TAX | $0 | $0 | $0 | $0 |
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