SCHALON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHALON FOUNDATION (EIN 38-3341098)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349101827
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:33:15-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLEDER BUSINESS CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20232 ISLAND ESTATE DRIVE | AddressLine1Txt |
| City | Grosse Ile | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48138 | 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 | 383341098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHALON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4418 TANGLEWOOD TRAIL | AddressLine1Txt |
| City | SAINT JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SCHALON | PersonNm |
| Person Title | TREASURER DIR | PersonTitleTxt |
| Phone | 8585498741 | PhoneNum |
| Signature | 2019-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON F SLEDER | PreparerPersonNm |
| PTIN | P00449532 | PTIN |
| Phone | 2694295667 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.37.21.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:35:27 | IPTm |
| Federal Original Submission Id | 3807432019133kz1a45g | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D356F070CD05C1C27BBA491CE216618B2F7F4A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D356F070CD05C1C27BBA491CE216618B2F7F4A6 | 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 | $8,958,069 | 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 | $77,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,295,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $399,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $399,413 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $553,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,690 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,461 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $237,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $514,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $299,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $482,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $482,409 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $3,635,728 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,971,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,475,660 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,935,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,454,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,958,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock EOY | $4,281,220 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,935,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,173,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,935,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,454,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,935,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,454,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,935,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $237,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,281,220 | OtherIncreasesAmt |
| Subtotal | $8,454,270 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,454,270 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY CAPITAL GAIN DIST | P | 2012-07-01 | 2018-12-31 | $76,537 | $76,537 | $76,537 | |
| JACKSON LIFE VARIABLE ANNUITY | P | 2012-07-01 | 2018-09-18 | $2,219,124 | -$21 | -$21 | $2,219,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,425,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052924 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,116,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059002 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $550,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,618,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $395,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,030,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078545 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $732,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,164,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14182 | DistributionYr5Rt |
| Total Distribution | 0.451517 | TotalDistributionRt |
| Average Distribution | 0.090303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,010,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $542,805 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $547,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,299 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,299 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,499 | 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 |
| 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 |
| Individual With Books | SCOTT SCHALON | IndividualWithBooksNm |
| Phone | 8585498741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT SCHALON | ||||||||
| 10982 TWINLEAF COURT | SAN DIEGO | CA | 92131 | TREASURER DIR | 0.00 | $0 | $0 | $0 |
| SUSAN K SCHALON | ||||||||
| 7930 BLACK CHERRY WAY SE | CALEDONIA | MI | 493167560 | SECRETARY DIR | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,258,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $844,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,102,462 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,102,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,010,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,299 | TotalTaxAmt |
| Distributable Before Adj | $290,247 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $290,247 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $290,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $277,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,247 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $480,825 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $321,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,573 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,027,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $277,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,247 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,247 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,013,932 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $467,578 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $546,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,756 | ExcessFromYear4Amt |
| Excess From Year3 | $321,552 | ExcessFromYear3Amt |
| Excess From Year2 | $53,573 | ExcessFromYear2Amt |
| Excess From Year1 | $21,473 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT SCHALON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8585498741 | RecipientPhoneNum |
| Recipient Email Address | SCOTTOSD@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED IN WRITING BEFORE 4TH QUARTER OF THE CURRENT YEAR REQUESTING ORGANIZATION MUST VERIFY THEIR EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BEFORE 4TH QUARTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SILVER BEACH CAROUSEL SOCIETY | |||||
| 333 BROAD STREET | Saint Joseph | MI | 49085 | 2018 BUILD YOUR WAY AROUND TOWN FUNDRAISING CAMPA | $2,000 |
| THE SOUP KITCHEN INC | |||||
| 233 MICHIGAN AVE | Benton Harbor | MI | 49022 | GOLF FUNRAISING SPONSERSHIP GRANT | $500 |
| LAKELAND FOUNDATION | |||||
| 1234 W NAPIER AVE | Saint Joseph | MI | 49085 | NEW PAVILION CHAPEL FUNDING GRANT 2 | $25,000 |
| TWIN CITY PLAYERS | |||||
| 600 W GLENFORD RD | Saint Joseph | MI | 49085 | 2018 THEATER FESTIVAL SPONSERSHIP GRANT | $2,000 |
| PROKIDS FIRST TEE OF SAN DIEGO | |||||
| 4085 52ND ST | San Diego | CA | 92105 | GOLF CLINICS GRANT | $5,000 |
| OCEAN DISCOVERY INSTITUTE | |||||
| 2211 PACIFIC BEACH DRIVE | San Diego | CA | 92131 | GENERAL SUPPORT GRANT | $15,000 |
| HERALD PALLADIUM | |||||
| 518 BROAD STREET | Saint Joseph | MI | 49085 | 2018 GOODFELLOWS FUND DRIVE | $6,000 |
| LAKE MICHIGAN COLLEGE FOUNDATION | |||||
| 27555 E NAPIER AVE | Benton Harbor | MI | 49022 | ARTIST RESIDENCE GRANT | $500 |
| BERRIEN COMMUNITY FOUNDATION | |||||
| 2900 S STATE STREET 2E | Saint Joseph | MI | 49085 | WOMENS GIVING CIRCLE GRANT | $5,000 |
| SAN DIEGO POLICE FOUNDATION | |||||
| 444 W BEECH STREET | San Diego | CA | 92101 | NEW EQUIPMENT GRANT | $3,000 |
| THE GHOSTLIGHT THEATRE | |||||
| 101 Hinkley St | Benton Harbor | MI | 49022 | INITIAL FUNDING FOR MEDC MATCH GRANT | $10,000 |
| NORTHPOINTE CHRISTIAN SCHOOLS | |||||
| 3101 LEONARD ST NE | Grand Rapids | MI | 49525 | ELECTRICAL UPGRADE GRANT | $23,000 |
| SOUTHWEST MICHIGAN SYMPHONY ORCHEST | |||||
| 513 SHIP ST | Saint Joseph | MI | 49085 | SUMMER CONCERT SERIES FUNDING GRANT | $50,000 |
| HOSPICE AT HOME | |||||
| 445 UPTON DR SUITE 9 | Saint Joseph | MI | 49085 | REFLECTIONS ANNUAL FUNDRAISER GRANT | $6,000 |
| KRASL ART CENTER | |||||
| 707 LAKE BLVD | Saint Joseph | MI | 49085 | SCULPTING COMMUNITY CAMPAIGN GRANT 2 | $10,000 |
| SILVER BEACH CAROUSEL SOCIETY | |||||
| 333 BROAD ST | Saint Joseph | MI | 49085 | TEAM UP AGAINST CANCER CAMPAIGN GRANT | $5,000 |
| SCRIPPS RANCH - FRIENDS OF THE LIBR | |||||
| 10301 SCRIPS LAKE DR | San Diego | CA | 92131 | COURTYARD ENHANCEMENT GRANT | $2,000 |
| HERITAGE MUSEUM AND CULTURAL SOCIET | |||||
| 601 MAIN STREET | Saint Joseph | MI | 49085 | GENERAL SUPPORT GRANT | $15,000 |
| LEST WE FORGET | |||||
| 942 SIERRA DR | Benton Harbor | MI | 49022 | 218 RE-ENACTMENT GRANT | $10,000 |
| ST JOSEPH HIGH SCHOOL MUSICAL BOOST | |||||
| 2521 STADIUM DRIVE | Saint Joseph | MI | 49085 | PRODUCTION EXPENSE GRANT | $1,000 |
| SAN DIEGO HOUSE RABBIT SOCIETY | |||||
| 4807 MERCURY ST A | San Diego | CA | 92111 | GENERAL SUPPORT GRANT | $1,000 |
| THE GHOSTLIGHT THEATER | |||||
| 101 Hinkley St | Benton Harbor | MI | 49022 | REMAINING FUNDING FOR MEDC MATCH GRANT | $55,000 |
| OPERA GRAND RAPIDS | |||||
| 1320 FULTON ST E | Grand Rapids | MI | 49503 | 2018 GALA FUNRAISER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,000 | 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 | $77,761 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,516 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| JACKSON LIFE ANNUITY | 14 | $54,050 |
| VOYA INSURANCE | 14 | $152,113 |
| LINCOLN NATIONAL LIF | 14 | $193,250 |
| 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $553,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,690 | 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 PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (12 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE HATHAWAY | $9,534 | $9,534 | $306,000 |
| CAPITAL WORLD BOND FUND | $257,653 | $253,886 | $292,380 |
| EURO PACK GROWTH FUND | $245,493 | $245,493 | $268,793 |
| INCOME FUND OF AMERICA | $306,357 | $306,357 | $361,953 |
| INVESTMENT COMPANY OF AMERICA | $193,532 | $193,532 | $217,786 |
| NEW PERSPECTIVE FUND | $140,874 | $140,874 | $184,290 |
| OPPENHEIMER SR FLOATING RATE | $86,521 | $86,521 | $79,672 |
| FIDELITY ADVISOR NEW INSIGHTS FUND | $68,788 | $68,788 | $112,816 |
| DELAWARE DIVERSIFIED INCOME FUND | $151,811 | $151,675 | $136,769 |
| MSIF ULTRA SHORT INCOME | $0 | $6,515,201 | $6,515,201 |
| JACKSON NATIONAL | $2,165,095 | $0 | $0 |
| LINCOLN NATIONAL AMERICAN LEGACY | $10,070 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC | $3,903 | $3,903 | $0 | $0 |
| CMF RENEWAL | $1,950 | $1,950 | $0 | $0 |
| MICH FILING FEE | $20 | $20 | $0 | $0 |
| MORGAN STANLEY FEES | $21,627 | $21,627 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JACKSON LIFE ANNUITY | $54,050 | $54,050 | $0 |
| VOYA INSURANCE | $152,113 | $152,113 | $0 |
| LINCOLN NATIONAL LIFE | $193,250 | $193,250 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE LIFE INSURANCE PROCEEDS | Desc |
| Amt | $4,281,220 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL FEES | $8,800 | $8,800 | $0 | $0 |
| FOREIGN TAX | $661 | $661 | $0 | $0 |
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