PEREGRINE-HUFF FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEREGRINE-HUFF FOUNDATION (EIN 27-3967042)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201933119349101263
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T14:03:47-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383186775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANSEN VALK THOMPSON & REAHM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 STADIUM DR | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490094943 | 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 | 273967042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & THELMA HALL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS T HUFF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2692266336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 S KALAMAZOO MALL SUITE 702 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS T HUFF | PersonNm |
| Person Title | PRES/SEC | PersonTitleTxt |
| Phone | 2692266336 | PhoneNum |
| Signature | 2019-11-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA L NEWMAN | PreparerPersonNm |
| PTIN | P00047726 | PTIN |
| Phone | 2693817600 | PhoneNum |
| Preparation | 2019-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.20.200.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 14:03:47 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85281D35AB93090BCCB30A03D3835F0E1583BBA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 769EE097B22CC2496F88F8696284C3E7D2BB9F25 | 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 | $1,574,606 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,954 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,954 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,855 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,795 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,500 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,500 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,977 | CashBOYAmt |
| Cash EOY | $13,445 | CashEOYAmt |
| Cash EOYFMV | $13,445 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,609 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $84,858 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $95,287 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $84,858 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $84,858 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,203,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,161,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,420,694 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,375,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,314,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,574,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,375,176 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,314,992 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,375,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,314,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,375,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,314,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,375,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,184 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $1,314,992 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,314,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $332,855 | GrossSalesPriceAmt |
| Cost Or Other Basis | $336,632 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,777 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,777 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,180 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,660,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,496,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,653,319 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,643,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,958 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,605,447 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049804 | DistributionYr5Rt |
| Total Distribution | 0.257393 | TotalDistributionRt |
| Average Distribution | 0.051479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,757,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,808 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $128 | SubtotalAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,465 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,337 | OverpaymentAmt |
| Applied To ES Tax | $2,337 | 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 |
| Individual With Books | THOMAS T HUFF | IndividualWithBooksNm |
| Phone | 2692266336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 S BURDICK STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | 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 | Yes (true) | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS T HUFF | ||||||||
| 336 S BURDICK STREET SUITE 702 | KALAMAZOO | MI | 49007 | PRES/SEC | 1.00 | $0 | $0 | $0 |
| NATALIE T VALENTINE | ||||||||
| 336 S BURDICK STREET SUITE 702 | KALAMAZOO | MI | 49007 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,616,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,110 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,784,652 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,784,652 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,757,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $87,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,808 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,808 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $87,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,804 | UndistributedIncomePYAmt |
| Qualifying Distributions | $87,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,804 | AppliedToYear1Amt |
| Applied To Current Year | $34,004 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $78,762 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KALAMAZOO IN BLOOM | ||||||||
| PO BOX 20178 | KALAMAZOO | MI | 49019 | NONE | PUBLIC | FLOWER INSTALLATION | $1,000 | |
| KALAMAZOO CENTRAL MAROON FOUNDATION | ||||||||
| 555 W CROSSTOWN PKWY | KALAMAZOO | MI | 49008 | NONE | PUBLIC | DONATION IN HONOR OF HALL | $500 | STE 304 |
| BORGESS FOUNDATION | ||||||||
| 1521 GULL RD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | EASY STREET CAMPAIGN | $6,000 | |
| KALAMAZOO COMMUNITY FOUNDATION | ||||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | HALL FUND | $25,000 | |
| COMMUNITY IN SCHOOLS OF KALAMAZOO | ||||||||
| 125 W EXCHANGE PL | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL | $5,000 | |
| WMU FOUNDATION | ||||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | ARCHIVES | $2,500 | |
| KALAMAZOO INSTITUTE OF ARTS | ||||||||
| 435 SOUTH ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL | $5,000 | |
| KALAMAZOO SYMPHONY ORCHESTRA | ||||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL | $5,000 | |
| GILMORE INTERNATIONAL KEYBOARD FEST | ||||||||
| 359 S KALAMAZOO MALL 101 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL | $5,000 | |
| YWCA KALAMAZOO | ||||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL | $5,000 | |
| KALAMAZOO NATURE CENTER | ||||||||
| 7000 N WESTNEDGE AVE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,954 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,018 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,161,080 | EOYBookValueAmt |
| EOYFMV | $1,420,694 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OUTSIDE CONTRACT SERVICES | $265 | $265 | |
| TELEPHONE EXPENSE | $55 | $55 | |
| INVESTMENT ADR FEES | $36 | $36 | |
| SUPPLIES | $88 | $88 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANTS | Desc |
| Amt | $25,000 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANINE SCOTT NOTE RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $84,858 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,275 | $14,275 | |
| MANAGEMENT FEES | $15,100 | $15,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $83 | Amt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |