RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102770
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T14:59:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454299065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNELL CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4095 EMBASSY DR SE STE A | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495462457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383267368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6168741732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H BROWN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 6168741732 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J KALEY CPA | PreparerPersonNm |
| PTIN | P00222160 | PTIN |
| Phone | 6162857050 | PhoneNum |
| Preparation | 2019-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.167.231.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:59:39 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8BA8AD968AE469C72947D488277C47493866322B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6248B958C541EB8615663C4801C6948109D775F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,184,667 | 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 | $63,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,969,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,556 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,900 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,065 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,202 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $48,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,270 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,808,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,712,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,104,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,857,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,792,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,184,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,857,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,792,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,857,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,857,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,792,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,857,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,308 | OtherIncreasesAmt |
| Subtotal | $1,792,425 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE ACCOUNT - 6709 | P | 2018-06-30 | 2018-12-31 | $805,326 | $818,942 | -$13,616 | -$13,616 |
| FIDELITY BROKERAGE ACCOUNT - 6709 | P | 2017-06-15 | 2018-12-31 | $1,154,485 | $1,106,322 | $48,163 | $48,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $202,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,514,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,348,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071922 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $220,048 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,541,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086596 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $234,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,681,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,419,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079317 | DistributionYr5Rt |
| Total Distribution | 0.405800 | TotalDistributionRt |
| Average Distribution | 0.081160 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,499,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $202,838 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,868 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,868 | SubtotalAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $68 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD H BROWN | IndividualWithBooksNm |
| Phone | 6166179700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HILLARY KRAAK | ||||||||
| 7136 LEONARD ST | COOPERSVILLE | MI | 49404 | DIRECTOR | 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 | $2,485,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,537,291 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,537,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,499,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,868 | TotalTaxAmt |
| Distributable Before Adj | $123,094 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,094 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $197,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $197,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,094 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,838 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $479,646 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $405,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,559 | ExcessFromYear4Amt |
| Excess From Year3 | $94,838 | ExcessFromYear3Amt |
| Excess From Year2 | $54,219 | ExcessFromYear2Amt |
| Excess From Year1 | $78,359 | ExcessFromYear1Amt |
| Excess From Current Year | $74,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166179700 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HABITAT FOR HUMANITY | |||||||
| 425 PLEASANT AVE SW | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| CONDUCTIVE LEARNING CENTER - AQUIN | |||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $7,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 129 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,500 |
| SPARTA CELTIC FESTIVAL | |||||||
| 200 E DIVISION ST | SPARTA | MI | 49345 | NONE | 509 (A) (2) | SUPPORT GENERAL FUND | $5,000 |
| SAFE HAVEN MINISTRIES | |||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $10,000 |
| CHILD ADVOCACY CENTER | |||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $3,000 |
| MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1000 ELMWOOD AVE 900 | ROCHESTER | NY | 14620 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $10,000 |
| COLLINS SCHOOL PTA | |||||||
| 12424 SUMMERFIELD BLVD | RIVERVIEW | FL | 33579 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $200 |
| UNITED WAY | |||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| THE SALVATION ARMY | |||||||
| 10291 MCGREGOR BLVD | FORT MEYER | FL | 33919 | NONE | 501 (C) (3) | SUPPORT GENERAL FUMD | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| IONA COUNTY COMMUNITY FOUNDATION | |||||||
| 230 W MAIN STREET | IONIA | MI | 48846 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| FEEDING AMERICA WEST MICHIGAN | |||||||
| 864 W RIVER CENTER DR NE | COMSTOCK PARK | MI | 49321 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 3940 PENINSULAR DR SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49513 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| CURING KIDS OF CANCER | |||||||
| PO BOX 862123 | MARIETTA | GA | 30062 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $5,000 |
| LACES OF LOVE | |||||||
| 1976 BETHANY PL | NAPLES | FL | 34109 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| YMCA CAMP MANITOU-LIN | |||||||
| 1095 N BRIGGS RD | MIDDLEVILLE | MI | 49333 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| BLUE LAKE PUBLIC RADIO | |||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501 (C) (3) | SUPPORT DEP. OF MECHANICAL ENGINEER. | $100,000 |
| UNIVERSITY OOF ILLINOIS SPRINGFIELD | |||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $1,000 |
| WGVU | |||||||
| 301 FULTON ST SW | GRAND RAPIDS | MI | 49504 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 |
| CASA OF KENT COUNTY | |||||||
| 180 OTTOWA AVE NW | GRAND RAPIDS | MI | 49503 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 |
| BATTLE OF FALLING WATERS FOUNDATION | |||||||
| 14906 FALLING WATERS RD | WILLIAMSPORT | MD | 21795 | NONE | 501 (C) (3) | SUPPORT GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,556 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GRAND WEALTH MGMT - ACT 6709 | StockNm |
| EOY Book Value | $1,712,153 | EOYBookValueAmt |
| EOYFMV | $2,104,397 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $6,202 | $6,202 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BOOK METHOD OF RECORDING COST | Desc |
| Amt | $40,308 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $836 | |
| FOREIGN TAX | $1,045 | $1,045 |
| LICENSING FEES | $20 | $20 |
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