BERNARD & DOROTHY HAMSTRA CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD & DOROTHY HAMSTRA CHARITABLE FOUNDATION (EIN 22-3285822)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349100441
- Schema version
- 2018v3.1
- 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
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T08:42:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223006104 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDALONI NYDICK & KEENAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 COLUMBIA TURNPIKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223285822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD AND DOROTHY HAMSTRA | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 9082327068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 ST MARKS AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH BENNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9082327068 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP KEENAN | PreparerPersonNm |
| PTIN | P00085628 | PTIN |
| Phone | 9738228080 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.151.62.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 17:16:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DAFE8F73C540F43D8FAD304B459E5748E7828B2B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DAFE8F73C540F43D8FAD304B459E5748E7828B2B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,866,138 | 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 | $53,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $748,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,772 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $719 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $719 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,765 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,747,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,613,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,774,105 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,811,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,705,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,866,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,811,677 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,705,086 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,811,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,811,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,705,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,811,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,705,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THROUGH PERSHING LLC | P | $171,189 | $174,506 | -$3,317 | -$3,317 |
| THROUGH PERSHING LLC | P | $532,198 | $550,265 | -$18,067 | -$18,067 |
| CAPITAL GAINS DIVIDENDS | P | $44,974 | $44,974 | $44,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,053 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,136,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,052,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067935 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,140,470 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,657 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,261,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,744 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,288,829 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052754 | DistributionYr5Rt |
| Total Distribution | 0.288074 | TotalDistributionRt |
| Average Distribution | 0.057615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,098,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,887 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $595 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,674 | 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 | $595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $620 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH H BENNETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082327068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 ST MARKS AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| FAITH H BENNETT | ||||||||
| 629 ST MARKS AVENUE | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| FRANCES HAMSTRA | ||||||||
| 224 N GREEN STONE DR SE | GRAND RAPIDS | MI | 49546 | TRUSTEE | 1.00 | $3,500 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,062,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,130,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,130,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,098,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $595 | TotalTaxAmt |
| Distributable Before Adj | $104,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,674 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $595 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,079 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,360 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,778 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $243,575 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,679 | ExcessFromYear4Amt |
| Excess From Year3 | $17,848 | ExcessFromYear3Amt |
| Excess From Year2 | $37,959 | ExcessFromYear2Amt |
| Excess From Year1 | $16,729 | ExcessFromYear1Amt |
| Excess From Current Year | $50,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY KITCHEN | |||||||
| 140 MOUNTAIN AVENUE | WESTFIELD | NJ | 07090 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| CALVIN CHRISTIAN REFORMED CHIRCH FAMILY ASSISTANCE | |||||||
| 700 ETHEL AVENUE SE | GRAND RAPIDS | MI | 49506 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| CALVIN COLLEGE | |||||||
| 3201 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $28,000 |
| CALVIN THEOLOGICAL SEMINARY | |||||||
| 3233 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $16,800 |
| CARING CONTACT | |||||||
| PO BOX 2376 | WESTFIELD | NJ | 07091 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 2610 PALUMBO DRIVE | LEXINGTON | KY | 40509 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| CROSSROADS PRISON MINISTRIES | |||||||
| 2480 44TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| FURNITURE ASSIST | |||||||
| 398 CHESTNUT STREET | UNION | NJ | 07083 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| INTERNATIONAL AID INC | |||||||
| 17011 HICKORY STREET | SPRING LAKE | MI | 49456 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| JONI AND FRIENDS FOUNDATION | |||||||
| 30009 LADYFACE COURT | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,400 |
| THE FOUNDATION FOR EASTERN CHRISTIAN SCHOOL ASSOCIATION | |||||||
| 50 OAKWOOD AVENUE | NORTH HALEDON | NJ | 07508 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $20,000 |
| THE PRESBYTERIAN CHURCH IN WESTFIELD | |||||||
| 140 MOUNTAIN AVENUE | WESTFIELD | NJ | 07090 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $154 |
| WEDGEWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| WESTFIELD AREA YMCA | |||||||
| 220 CLARK STREET | WESTFIELD | NJ | 07090 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $4,320 |
| WORLD RENEW US | |||||||
| 1700 28TH STREET SE | GRAND RAPIDS | MI | 49508 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| YOUNG LIFE CENTRAL JERSEY | |||||||
| PO BOX 2846 | WESTFIELD | NJ | 07090 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| ZUNI CHRISTIAN MISSION SCHOOL | |||||||
| PO BOX 445 | ZUNI | NM | 87327 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,674 | 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 |
| Exclusion | $53,309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,899 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), BERNARD AND DOROTHY HAMSTRA CHARITABLE FOUNDATION, 629 ST MARKS AVENUE, WESTFIELD, NJ 07090, EIN: 22-3285822 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), BERNARD AND DOROTHY HAMSTRA CHARITABLE FOUNDATION, 629 ST MARKS AVENUE, WESTFIELD, NJ 07090, EIN: 22-3285822 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHING LLC | StockNm |
| EOY Book Value | $1,613,053 | EOYBookValueAmt |
| EOYFMV | $1,774,105 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE & MISCELLANEOUS | $778 | $778 | $0 |
| INVESTMENT FEES | $11,987 | $11,987 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $800 | $800 | $0 |
| FEDERAL EXCISE TAX | $632 | $632 | $0 |
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