DOUGLAS A AND MARGARET E DECAMPFOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS A AND MARGARET E DECAMPFOUNDATION (EIN 20-8293300)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349106769
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:09:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 208293300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas A & Margaret E DeCamp Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MATTT NUSBAUM | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6169454700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 Cook Road | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DECAMP | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2699454700 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817445 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.61.104.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38784320203215000021 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0991D576A0975A799F02A29DFB474352FC3BB164 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3793418BD7DF1ED427404F6D67075045DEFA52C7 | 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 | $9,425,516 | 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 | $180,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $201,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $458,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,768 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,624 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $812 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $812 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,292 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,102 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $93,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $624,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $536,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,929 | CashBOYAmt |
| Cash EOY | $74,069 | CashEOYAmt |
| Cash EOYFMV | $74,069 | CashEOYFMVAmt |
| Other Investments BOY | $7,732,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,609,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,351,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,849,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,683,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,425,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,849,384 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,683,732 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,849,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,683,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,849,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,683,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,849,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,652 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,683,732 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,683,732 | 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 |
|---|---|---|---|---|---|
| SALES OF MARKETABLE SECURITIES | P | $545,176 | $550,767 | -$5,591 | -$5,591 |
| CAPITAL GAIN DIVIDENDS | P | $82,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,267 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,583,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01455 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,512,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016254 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $357,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,327,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $556,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,973,095 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $942,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,022,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.187654 | DistributionYr5Rt |
| Total Distribution | 0.368026 | TotalDistributionRt |
| Average Distribution | 0.073605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,830,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $649,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,974 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $651,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $536,606 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,948 | SubtotalAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,552 | OverpaymentAmt |
| Applied To ES Tax | $1,552 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTT NUSBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699454700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 COOK ROAD | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (9 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Douglas A DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | President | 0.1 | $0 | $0 | $0 | |
| Bill Lawrence | |||||||||
| 171 Monroe Ave NW | Grand Rapids | MI | 49503 | Secretary | 0.1 | $0 | $0 | $0 | STE 410 |
| Richard Rathburn | |||||||||
| PO Box 352 | Grand Rapids | MI | 49501 | Treasurer | 0.1 | $0 | $0 | $0 | |
| James DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Executive Director | 0.1 | $0 | $0 | $0 | |
| Margaret DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Debra Vanderveen | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Kenneth DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Beverly Osterink | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Matthew DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,847,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,965,393 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,965,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,830,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,948 | TotalTaxAmt |
| Distributable Before Adj | $437,598 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $437,598 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $437,598 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $536,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $536,606 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $536,606 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $693,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,299 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $998,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $536,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $437,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,008 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,097,493 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $693,704 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $403,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,482 | ExcessFromYear4Amt |
| Excess From Year3 | $43,299 | ExcessFromYear3Amt |
| Excess From Current Year | $99,008 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A DECAMP | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Willard G Pierce and Jessie M Pierce Foundation | ||||||||
| AKA Pierce Cedar Creek Institute | 701 W Cloverdale Road | Hastings | MI | 49058 | NONE | POF | Support for the 2019-2020 ScienceStrong Campaign, Support for LSNG Regal Fritillary, Support for LSNG - Trail Run Sponsor, Support for Deck Expansion grant | $28,000 |
| YMCA of Barry County | ||||||||
| PO Box 252 | Hastings | MI | 49058 | NONE | PC | Support for YMCA Waterfront Project | $100,000 | |
| Barry Community Foundation | ||||||||
| 231 South Broadway | Hastings | MI | 49058 | NONE | PC | Support for Barry County Blue Zones Project | $5,000 | |
| Barry Intermediate School District | ||||||||
| 535 W Woodlawn Ave | Hastings | MI | 49058 | NONE | PC | Support for Culinary Arts & Hospitality Trust | $30,000 | |
| Serenity Village Of Barry County | ||||||||
| PO Box 414 | Hastings | MI | 49058 | NONE | PC | Support for Initial Contribution | $200,000 | |
| The Grand Rapids Symphony Foundation | ||||||||
| 300 Ottawa Ave NW Ste 100 | Grand Rapids | MI | 49503 | NONE | PC | Support for Hastings Community Concert Sponsor $20,000 Support for Hastings Community Concert Advertising $2,722 | $22,722 | |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | NONE | PC | Support for Year 1 of 5 year pledge at $100k per year | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,722 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spectrum Health Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Michigan St NE | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support for Years 2-5 of 5 year pledge at $100k per year | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,768 | 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 | Douglas Margaret DeCamp | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3485 West M-179 Highway | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $180,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG LLP | CategoryTxt |
| Amt | $3,960 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-03-28 | $2,500 | PROVIDE SPONSORSHIP FOR THE LATE SUMMER'S NIGHT GREEN FUNDRAISING EVENT | $2,500 | NO | 07/28/2020 | 2020-07-28 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-11-11 | $15,000 | PROVIDE CHALLENGE GRANT FOR 2019-20 SCIENCE STRONG CAMPAIGN | $15,000 | NO | 01/30/2020 | 2020-01-30 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $18,000 WAS DONATED BY OTHER MEMBERS IN 2019 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2019 TOTALED $74,451, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-03-28 | $500 | PROVIDE SPONSORSHIP FOR THE LATE SUMMER'S NIGHT GREEN FUNDRAISING EVENT | $500 | NO | 07/28/2020 | 2020-07-28 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-07-11 | $10,000 | PROVIDE GRANT FOR DECK EXPANSION PROJECT | $10,000 | NO | 01/30/2020 | 2020-01-30 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $10,000 WAS GRANTED IN 2019 FOR THE DECK EXPANSION PROJECT. FUNDS EXPENDED FOR THE DECK EXPANSION PROJECT IN 2019 TOTALED $74,140, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2018-03-27 | $2,500 | PROVIDE SPONSORSHIP FOR THE LATE SUMMER'S NIGHT GREEN FUNDRAISING EVENT | $2,500 | NO | 5/3/2019 | 2019-05-03 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2018-12-03 | $15,000 | PROVIDE CHALLENGE GRANT FOR 2018 SCIENCE STRONG CAMPAIGN | $15,000 | NO | 1/18/2019 | 2019-01-18 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $16,798 WAS DONATED BY OTHER MEMBERS IN 2018 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2018 TOTALED $66,606, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRAND WEALTH MGMT (SEE ATTACH) | CategoryOrItemTxt |
| Book Value | $7,609,663 | BookValueAmt |
| EOYFMV | $9,351,447 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VARNUM | CategoryTxt |
| Legal Fees | $1,624 | LegalFeesAmt |
| Net Investment Income | $812 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $812 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNCIL OF MI FDN FEES | $2,900 | $2,900 | |
| STATE OF MI ANNUAL REPORT | $20 | $20 | |
| FHI MANAGEMENT EXPENSES | $90,344 | $45,172 | $45,172 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GWM (FIDELITY) ACCOUNT FEES | CategoryTxt |
| Amt | $29,292 | Amt |
| Net Investment Income | $29,292 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - GWM (FIDELITY) | $4,102 | $4,102 |
| FEDERAL EXCISE TAXES | $6,456 |
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