RICHARD J LACKS JR CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD J LACKS JR CHARITABLE FOUNDATION (EIN 47-4091917)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-25
- IRS object ID
- 201912689349100501
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-25T09:15:54-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382184825 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNGERFORD NICHOLS CPAS ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 LUCERNE DRIVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495467175 | 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 | 474091917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J LACKS JR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6162432950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 CASCADE RD SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J LACKS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6162432950 | PhoneNum |
| Signature | 2019-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER L ROGELL CPA | PreparerPersonNm |
| PTIN | P01291797 | PTIN |
| Phone | 6169493200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.204.13.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-10 | IPDt |
| IP Tm | 09:43:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 30992FC6D163947C63624480A9805FD8444AFB6B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 919A88DAF42812405CE6C9385BF58772D4527E3B | 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 | $342,925 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,956 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Occupancy Rev And Expnss | -$375 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | -$375 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,440 | CashBOYAmt |
| Cash EOY | $8,124 | CashEOYAmt |
| Cash EOYFMV | $8,124 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,427 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,233 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $231,063 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $345,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $345,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $342,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $345,382 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $345,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $345,467 | SubtotalAmt |
| Other Decreases | $48 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $345,419 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $242,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.449913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $157,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $87,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066585 | DistributionYr3Rt |
| Total Distribution | 0.643028 | TotalDistributionRt |
| Average Distribution | 0.214343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $285,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,266 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,871 | 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 | $80 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $80 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 | MIKE CLOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6162432950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 CASCADE RD SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK DUNTEN | ||||||||
| 5460 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | DIRECTOR AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| JERRY NICHOLS | ||||||||
| 5460 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | DIRECTOR AND SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL CLOVER | ||||||||
| 5460 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | DIRECTOR AND TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $265,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $289,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $289,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $285,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80 | TotalTaxAmt |
| Distributable Before Adj | $14,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,193 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,871 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,211 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,149 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,211 | ExcessFromYear3Amt |
| Excess From Year2 | $12,150 | ExcessFromYear2Amt |
| Excess From Year1 | $97,110 | ExcessFromYear1Amt |
| Excess From Current Year | $93,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 319 SHELDON SE | GRAND RAPIDS | MI | 49503 | PC | ENHANCE THE MISSION OF CATHOLIC CENTRAL HIGH SCHOOL | $26,198 |
| CATHOLIC CHARITIES OF WEST MICHIGAN GOD'S KITCHEN | ||||||
| 303 DIVISION | GRAND RAPIDS | MI | 49503 | SC | CONTRIBUTION TO GENERAL FUND IN MEMORY OF BARBARA GILLESPIE | $500 |
| IMMOKALEE FLORIDA | ||||||
| 2550 IMMOKALEE RD | NAPLES | FL | 34110 | NC | FUNDING FOR WATER AND SIDES FOR 2017 CHRISTMAS PIG ROAST FOR IMMOKALEE RESIDENTS | $642 |
| MARIO MARTINEZ | ||||||
| 1320 S TANGERINE CT | IMMOKALEE | FL | 34142 | NC | FUNDING FOR FIREWORKS FOR IMMOKALEE RESIDENTS: NEW YEARS EVE 2017 | $2,200 |
| RITA SEIFERT | ||||||
| 2931 COTTAGE GROVE AVE | NAPLES | FL | 34112 | NC | FUNDING TO PURCHASE A VAN FOR TRANSPORTING HANDICAPPED CHILDREN | $3,000 |
| SAN JUAN DIEGO ACADEMY | ||||||
| 1650 GODFREY AVE SW | WYOMING | MI | 49509 | PC | ENHANCE THE MISSION OF THE SAN JUAN DIEGO ACADEMY | $55,000 |
| SAN MARCO CHURCH - ST ELIZABETH SETON | ||||||
| 851 SAN MARCO RD | MARCO ISLAND | FL | 34145 | SC | CHRISTMAS GIFTS DONATED | $1,061 |
| ST ELIZABETH SETON CATHOLIC SCHOOLS | ||||||
| 2730 53RD TERRACE SW | NAPLES | FL | 34116 | PC | ENHANCE THE MISSION OF THE ST. ELIZABETH SETON CATHOLIC SCHOOLS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,601 | 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 | $7,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,956 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J LACKS JR TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 CASCADE RD SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPR CR CORP MEDIUM TERM NOTE | $50,041 | $49,919 |
| COMERICA INC SR NOTE | $18,007 | $17,918 |
| MORGAN STANLEY SR NOTE | $32,071 | $31,861 |
| WELLS FARGO & CO MEDIUM TERM NOTE | $22,038 | $21,761 |
| QUALCOMM INC NOTE | $26,993 | $26,625 |
| ANHEUSER BUSCH INBEV FIN INC GTD NOTE | $35,096 | $34,419 |
| JP MORGAN CHASE & CO SUB NOTE | $20,115 | $19,514 |
| GOLDMAN SACHS GROUP INC MED TERM NOTE MONTHLY SURVIVOR | $19,047 | $18,803 |
| INTEL CORP SR NOTE | $9,825 | $10,243 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN CHASE & CO NOTE | StockNm |
| EOY Book Value | $99,751 | EOYBookValueAmt |
| EOYFMV | $99,427 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE TAXES PAID | Desc |
| Amt | $48 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $25 | $0 | $25 |
| SUPPLIES | $201 | $0 | $201 |
| CLEANING SERVICES | $640 | $0 | $640 |
| UTILITIES | $773 | $0 | $773 |
| MAINTENANCE | $100 | $0 | $100 |
| TRAVEL | $503 | $0 | $503 |
| CONTRACT LABOR | $4,800 | $0 | $4,800 |
| MISCELLANEOUS | $2,603 | $0 | $2,603 |
Comments