DAVID E POST FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E POST FAMILY FOUNDATION (EIN 38-3589397)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-17
- IRS object ID
- 201821379349100012
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-17T14:25:59-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462899981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELSING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1419 GENE STREET | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 | 383589397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E POST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3213547460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 WINDERLEY PL 120 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT K POST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4078225911 | PhoneNum |
| Signature | 2018-04-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL E FELSING | PreparerPersonNm |
| PTIN | P00448204 | PTIN |
| Phone | 4074129299 | PhoneNum |
| Preparation | 2018-04-23 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,083,756 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $731 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $731 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $731 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,642 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,642 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $731 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,361 | CashBOYAmt |
| Cash EOY | $14,723 | CashEOYAmt |
| Cash EOYFMV | $14,723 | CashEOYFMVAmt |
| Corporate Stock BOY | $624,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $605,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,069,033 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $629,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $620,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,083,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $629,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $620,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $629,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $620,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $629,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $620,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $629,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71,353 | OtherIncreasesAmt |
| Subtotal | $692,147 | SubtotalAmt |
| Other Decreases | $72,082 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $620,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CSX CORP | P | 2013-05-06 | 2017-02-22 | $11,561 | $6,236 | $5,325 | $5,325 |
| ENTERGY NEW ORLEANS | P | 2003-12-22 | 2017-11-21 | $2,301 | $1,169 | $1,132 | $1,132 |
| ENTERGY NEW ORLEANS | P | 2003-12-22 | 2017-11-15 | $14,805 | $8,178 | $6,627 | $6,627 |
| ENBRIDGE ENERGY PARTNERS | P | 2016-01-01 | 2017-12-31 | $246 | $246 | $246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $962,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $901,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041747 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $875,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,060 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $809,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,880 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $711,073 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044834 | DistributionYr5Rt |
| Total Distribution | 0.233191 | TotalDistributionRt |
| Average Distribution | 0.046638 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,041,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,002 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,638 | 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 | $430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $430 | SubtotalAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $543 | TotalPaymentsAndCreditsAmt |
| Overpayment | $113 | OverpaymentAmt |
| Applied To ES Tax | $113 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOT POST | IndividualWithBooksNm |
| Phone | 3213547460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 WINDERLEY PLACE 120 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327514184 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MARK E POST | ||||||||
| 3874 BAYWOOD DRIVE | GRAND RAPIDS | MI | 49546 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SCOT K POST | ||||||||
| 1010 WINDERLEY PLACE 120 | MAITLAND | FL | 32751 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID M POST | ||||||||
| 6008 MIDWAY | CHARLOTTESVILLE | VA | 22903 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ROBERT N POST | ||||||||
| 7291 IRON DRIVE | HUDSONVILLE | MI | 49426 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,037,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,057,329 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,057,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,041,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $430 | TotalTaxAmt |
| Distributable Before Adj | $51,643 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,643 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,638 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,638 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $430 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,271 | UndistributedIncomePYAmt |
| Qualifying Distributions | $52,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,271 | AppliedToYear1Amt |
| Applied To Current Year | $48,367 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,276 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF GREATER ORLANDO | |||||||
| PO BOX 547683 | ORLANDO | FL | 32854 | EDUCATION | $500 | ||
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | SUPPORT FOR ALZHEIMERS | $300 | FL 17 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | SUPPORT FOR CANCER | $775 | ||
| AMERICAN RED CROSS | |||||||
| 5 N BUMBY AVENUE | ORLANDO | FL | 32803 | DISASTER RELIEF | $600 | ||
| CALVIN COLLEGE | |||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | EDUCATION | $500 | ||
| CAMP BLODGETT | |||||||
| 1545 BUCHANAN AVE SW | GRAND RAPIDS | MI | 49507 | YOUTH RECREATION AND EDUCATION | $750 | ||
| CENTRAL REFORMED CHURCH | |||||||
| 10 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | MINISTRY | $10,000 | ||
| CHRISTAR | |||||||
| 1500 INTERNATIONAL PKWY | RICHARDSON | TX | 75081 | MINISTRY | $1,000 | NUMBER 300 | |
| COALITION FOR THE HOMELESS | |||||||
| 639 W CENTRAL BLVD | ORLANDO | FL | 32801 | SUPPORT FOR THE HOMELESS | $100 | ||
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT RD | COLORADO SPRINGS | CO | 80921 | YOUTH MINISTRY | $1,500 | ||
| COVENANT WORLD RELIEF | |||||||
| 8303 W HIGGINS ROAD | CHICAGO | IL | 60631 | MINISTRY | $500 | ||
| COVENANT YOUTH OF ALASKA | |||||||
| PO BOX 203356 | ANCHORAGE | AK | 99520 | YOUTH MINISTRY | $1,500 | ||
| CROZET VOLUNTEER FIRE DEPT | |||||||
| 5624 THREE NOTCHD ROAD | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $250 | ||
| DEGAGE MINISTRIES | |||||||
| 144 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | MINISTRY | $500 | ||
| ELK HILL SCHOOL | |||||||
| 1819 EMMET STREET | CHARLOTTESVILLE | VA | 22901 | EDUCATION | $400 | ||
| FARMINGTON COUNTRY CLUB | |||||||
| 1625 COUNTRY CLUB CIRCLE | CHARLOTTESVILLE | VA | 22901 | HISTORIC PRESERVATION | $2,000 | PRESERVATION FOUNDATION | |
| FIRST COVENANT CHURCH | |||||||
| 1720 HOWELL BRANCH ROAD | WINTER PARK | FL | 32789 | MINISTRY | $750 | ||
| FOREVER WISHES | |||||||
| 531 HILLEND CT | APOPKA | FL | 32712 | HUMAN SERVICES | $550 | ||
| FOUNDATION FOR SEMINOLE STATE | |||||||
| 100 WELDON BLVD | SANFORD | FL | 32773 | EDUCATION | $500 | COLLEGE | |
| HOPE HELPS | |||||||
| 812 EYRIE DR | OVIEDO | FL | 32765 | SUPPORT FOR THE HOMELESS | $75 | ||
| HOSPICE OF PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22911 | PATIENT CARE | $500 | STE 300 | |
| IN THE IMAGE | |||||||
| 1823 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | HELPING NEEDY FAMILIES | $500 | ||
| INTERNATIONAL NEEDS | |||||||
| 5570 32ND AVENUE | HUDSONVILLE | MI | 49426 | DESCIPLESHIP | $500 | ||
| KIDS HOPE USA | |||||||
| 100 S PINE ST STE 280 | ZEELAND | MI | 49464 | CARE FOR CHILDREN | $1,000 | ||
| MARSHALL-WYTHE SCHOOL OF LAW | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23185 | EDUCATION | $200 | COLLEGE OF WILLIAM & MARY | |
| MARTHA JEFFERSON HOSP | |||||||
| 500 MARTHA JEFFERSON DR | CHARLOTTESVILLE | VA | 22911 | WOMEN'S HEALTH PROGRAMS | $250 | HOSPITAL FOUNDATION | |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | MEDICAL RESEARCH | $1,000 | ||
| MILLER SCHOOL OF ALBEMARLE | |||||||
| 1000 SAMUEL MILLER LOOP | CHARLOTTESVILLE | VA | 22903 | YOUTH EDUCATION | $250 | ||
| NEW HOPE FOR KIDS | |||||||
| 544 MAYO AVE | MAITLAND | FL | 32751 | GRIEF SUPPORT | $300 | ||
| ORANGEWOOD PRESBYTERIAN CHURCH | |||||||
| 1300 W MAITLAND BLVD | MAITLAND | FL | 32751 | MINISTRY | $1,000 | ||
| PARENTS ENCOURAGING CONFIDENT | |||||||
| 5001 LOG WAGON ROAD | OCOEE | FL | 34761 | EDUCATION OF YOUTH | $500 | CHOICES | |
| PATHWAY LEARNING | |||||||
| PO BOX 2062 | WINTER PARK | FL | 32790 | EDUCATION | $1,000 | ||
| PEO FOUNDATION | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | EDUCATION | $500 | ||
| PORTAGE LAKE COVENANT | |||||||
| 4158 CAMP DELIGHT RD | MANISTEE | MI | 49660 | BIBLE CAMP | $3,155 | ||
| PREGNANCY RESOURCE CENTER | |||||||
| 745 GRACE AVE | PANAMA CITY | FL | 32401 | PARENT SUPPORT | $1,000 | ||
| RIVANNA GARDEN CLUB | |||||||
| 5224 TAYLOR CREEK ROAD | AFTON | VA | 22920 | COMMUNITY HELP | $1,850 | CHRISTMAS BAZAAR | |
| RUSSELL HOME FOR ATYPICAL CHILDREN | |||||||
| 510 HOLDEN AVENUE | ORLANDO | FL | 32839 | YOUTH CARE | $960 | ||
| SAFE HARBOR CHRISTIAN COMMUNITY | |||||||
| 3002 MURHPY ROAD | MEMPHIS | IN | 47143 | SUPPORT FOR THE DISABLED | $150 | ||
| SALVATION ARMY | |||||||
| 1215 E FULTON AVENUE | GRAND RAPIDS | MI | 49503 | SUPPORT FOR THE COMMUNITY | $600 | ||
| SAMARITAS | |||||||
| 8131 E JEFFERSON STREET | DETROIT | MI | 48214 | COMMUNITY SUPPORT | $500 | ||
| SAVING OUR BOYS NOW | |||||||
| 1400 NE TARA COURT | BLUE SPRINGS | MO | 64014 | MENTORING | $3,000 | ||
| SCHOOLS FOR SIERRA LEONE | |||||||
| 2121 CELEBRATION DRIVE NE | GRAND RAPIDS | MI | 49525 | EDUCATION | $500 | ||
| SPCA | |||||||
| PO BOX 7047 | CHARLOTTESVILLE | VA | 22906 | SUPPORT FOR ANIMALS | $500 | ||
| SPECIAL OLYMPICS | |||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | SPORTS FOR PEOPLE WITH DISABILITIES | $525 | ||
| ST JUDE CHILDRENS RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | MEDICAL TREATMENT FOR CHILDREN | $250 | HOSPITAL | |
| THE FIRST TEE OF VIRGINIA BLUE | |||||||
| 2421 IVY ROAD STE 120 | CHARLOTTESVILLE | VA | 22903 | YOUTH GOLF | $1,000 | RIDGE | |
| THE GALEN FOUNDATION | |||||||
| 1900 N MILLS AVENUE | ORLANDO | FL | 32803 | HEALTHY LIVING | $100 | STE 107 | |
| THE PEOPLE'S CENTER | |||||||
| 56633 HIGHWAY 93 | PABLO | MT | 59855 | EDUCATION | $500 | ||
| TOYS FOR TOTS | |||||||
| 9500 ARMED FORCES RESERVE | ORLANDO | FL | 32827 | TOYS FOR CHILDREN | $200 | DRIVE | |
| UNITED WAY OF HOLLAND | |||||||
| 115 CLOVER ST | HOLLAND | MI | 49423 | SUPPORT FOR THE COMMUNITY | $200 | STE 300 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | CANCER RESEARCH | $500 | CANCER INSTITUTE | |
| US VIRGIN ISLANDS RELIEF FUND | |||||||
| 111 EAST DOVER STREET | EASTON | MD | 21601 | DISASTER RELIEF | $250 | ||
| VALENCIA SCHOLARSHIP FUND | |||||||
| 1768 PARK CENTER DR | ORLANDO | FL | 32835 | EDUCATION | $1,500 | ||
| VITAS HOSPICE | |||||||
| 2201 LUCIEN WAY | MAITLAND | FL | 32751 | HEALTHCARE | $100 | STE 100 | |
| WESTERN ALBEMARLE RESCUE SQUAD | |||||||
| PO BOX 188 | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $250 | ||
| WESTERN THEOLOGICAL SEMINARY | |||||||
| 101 E 13TH STREET | HOLLAND | MI | 49423 | EDUCATION | $1,000 | ||
| WIKIPEDIA | |||||||
| 1 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | EDUCATION | $50 | STE 1600 | |
| WOMENS FOUR MILER | |||||||
| 1240 LEE STREET | CHARLOTTESVILLE | VA | 22903 | HEALTH | $300 | ||
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | END POVERTY | $500 | ||
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | YOUTH CAMP | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,990 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MARINE PETROLEUM TRUST | 15 | $43 |
| ENBRIDGE ENERGY PARTNERS | 15 | $688 |
| (SEE LINE 23) |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,802 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,642 | Amt |
| Disbursements Charitable Prps | $1,642 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $605,342 | EOYBookValueAmt |
| EOYFMV | $1,069,033 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF PRINCIPAL-K1 DIST | $1,196 |
| ADJUSTMENT TO BOOK BASIS | $60,927 |
| RECOG PY UNREALIZED GAIN | $9,959 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MARINE PETROLEUM TRUST EXPENS | $14 | $14 | |
| MARINE PETROLEUM TRUST DEPLET | $6 | $6 | |
| BANK FEES | $6 | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MARINE PETROLEUM TRUST | $43 | $43 | $43 |
| ENBRIDGE ENERGY PARTNERS | $688 | $688 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FAIR MARKET VALUE | Desc |
| Amt | $71,353 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |