HANSEN CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HANSEN CHARITABLE FOUNDATION (EIN 38-3350783)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349102476
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:32:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383350783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANSEN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD HANSEN | InCareOfNm |
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 6164591171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5775 STONEBRIDGE | AddressLine1Txt |
| City | GRANDVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HANSEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6164591171 | PhoneNum |
| Signature | 2018-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Fuller | PreparerPersonNm |
| PTIN | P00238135 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,439,111 | 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 | $2,460 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $452,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,085 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,085 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,865 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,910 | CashBOYAmt |
| Cash EOY | $8,446 | CashEOYAmt |
| Cash EOYFMV | $8,446 | CashEOYFMVAmt |
| Corporate Stock BOY | $770,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $532,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $742,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $199,467 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $135,774 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $141,185 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $285,610 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $546,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $546,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,264,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,223,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,439,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $643 | CapitalStockBOYAmt |
| Capital Stock EOY | $643 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,263,682 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,222,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,223,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,247 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,224,078 | SubtotalAmt |
| Other Decreases | $906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 46016-8 | $2,619 | $2,876 | -$257 | -$257 | |
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 46016-8 | $46,605 | $72,745 | -$26,140 | -$26,140 | |
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 67021-2 | $75,000 | $72,362 | $2,638 | $2,638 | |
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 67022-0 | $69,133 | $62,604 | $6,529 | $6,529 | |
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 67022-0 | $251,760 | $231,519 | $20,241 | $20,241 | |
| PUBLICLY TRADED SECURITIES - GOLDMAN SACHS - 68240-9 | $5,265 | $4,907 | $358 | $358 | |
| CAPITAL GAIN DIVIDENDS | $2,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,360,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,643 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,585,635 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,516,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064859 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $511,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $441,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069662 | DistributionYr5Rt |
| Total Distribution | 0.307482 | TotalDistributionRt |
| Average Distribution | 0.061496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,418,080 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,206 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,505 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,240 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $597 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $597 | SubtotalAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $597 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164591171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5775 STONEBRIDGE | AddressLine1Txt |
| City | GRANDVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49418 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD G HANSEN | ||||||||
| 5775 STONEBRIDGE | GRANDVILLE | MI | 49418 | PRES/DIRECTOR/TREAS | 1.0 | $0 | $0 | $0 |
| RICHARD R HANSEN | ||||||||
| 2442 36TH ST | ALLEGAN | MI | 49010 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ELIZABETH A HANSEN | ||||||||
| 383 SACKET ST | BROOKLYN | NY | 11231 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $561,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $878,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,439,675 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,439,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,418,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $597 | TotalTaxAmt |
| Distributable Before Adj | $70,307 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,307 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,307 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $70,240 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,888 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $70,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $67 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $67 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,131 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,888 | ExcessFromYear4Amt |
| Excess From Year3 | $24,226 | ExcessFromYear3Amt |
| Excess From Year2 | $4,852 | ExcessFromYear2Amt |
| Excess From Year1 | $18,915 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD G HANSEN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAND CONSERVANCY OF WEST MICHIGAN | |||||||
| 400 ANN ST NW 102 | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL FUNDS | $60,000 |
| UNITED CHURCH OUTREACH MINISTRY | |||||||
| 1311 Chicago Drive Southwest | WYOMING | MI | 49509 | NONE | PC | GENERAL FUNDS | $5,000 |
| PINE RIVER WATERSHED ENHANCEMENT FUND | |||||||
| PO BOX 184 | TUSTIN | MI | 496880184 | NONE | PC | GENERAL FUNDS | $1,000 |
| LUTHER AREA PUBLIC LIBRARY | |||||||
| 115 STATE STREET | LUTHER | MI | 49656 | NONE | PC | GENERAL FUNDS | $1,000 |
| LUDGARTEN FOUNDATION | |||||||
| 400 ANN ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL FUNDS | $1,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1300 FULTON ST W | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,331 | 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 | $2,440 | Amt |
| Net Investment Income | $1,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS HIGH YIELD FUND INS SHARES | BondNm |
| EOY Book Value | $135,774 | EOYBookValueAmt |
| EOYFMV | $141,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $183,219 | $362,085 |
| GS ENHANCED DIV GLOBAL EQUITY | $230,110 | $249,976 |
| ARISTOTLE | $118,923 | $130,719 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS BANK DEPOSIT | CategoryOrItemTxt |
| Book Value | $546,700 | BookValueAmt |
| EOYFMV | $546,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $906 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,085 | Amt |
| Net Investment Income | $3,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $416 | $416 | $0 | $0 |
| FEDERAL TAXES PAID | $77 |
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