PEREGRINE-HUFF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEREGRINE-HUFF FOUNDATION (EIN 27-3967042)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201803129349100905
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T14:23:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383186775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANSEN VALK THOMPSON & REAHM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 STADIUM DR | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490094943 | 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 | 273967042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & THELMA HALL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS T HUFF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2692266336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 S KALAMAZOO MALL SUITE 702 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS T HUFF | PersonNm |
| Person Title | PRES/SEC | PersonTitleTxt |
| Phone | 2692266336 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA L NEWMAN | PreparerPersonNm |
| PTIN | P00047726 | PTIN |
| Phone | 2693817600 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.20.200.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 13:23:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85281D35AB93090BCCB30A03D3835F0E1583BBA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7646BC9B2B773C0F6D8D371906BB0EBCE78895F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,763,329 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,117 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $354,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,611 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,500 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,500 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,881 | CashBOYAmt |
| Cash EOY | $13,977 | CashEOYAmt |
| Cash EOYFMV | $13,977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,957 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $95,287 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $102,952 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $95,287 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $95,287 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,209,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,203,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,592,108 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,386,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,375,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,763,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,386,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,375,176 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,386,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,375,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,386,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,375,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,386,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,546 | OtherIncreasesAmt |
| Subtotal | $1,386,177 | SubtotalAmt |
| Other Decreases | $11,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,375,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $354,305 | GrossSalesPriceAmt |
| Cost Or Other Basis | $342,828 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,477 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,477 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,496,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061222 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,763 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,653,319 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,905 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,643,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048618 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,958 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,605,447 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,851 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,556,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032666 | DistributionYr5Rt |
| Total Distribution | 0.245998 | TotalDistributionRt |
| Average Distribution | 0.049200 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,660,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $404 | SubtotalAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,869 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,869 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,465 | OverpaymentAmt |
| Applied To ES Tax | $2,465 | 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 | Yes (true) | 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 | THOMAS T HUFF | IndividualWithBooksNm |
| Phone | 2692266336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 S BURDICK STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS T HUFF | ||||||||
| 336 S BURDICK STREET SUITE 702 | KALAMAZOO | MI | 49007 | PRES/SEC | 1.00 | $0 | $0 | $0 |
| NATALIE T VALENTINE | ||||||||
| 336 S BURDICK STREET SUITE 702 | KALAMAZOO | MI | 49007 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,473,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,439 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,686,179 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,686,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,660,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $82,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $73,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,344 | UndistributedIncomePYAmt |
| Qualifying Distributions | $73,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,344 | AppliedToYear1Amt |
| Applied To Current Year | $28,836 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,804 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY OF KALAMAZOO PARKS REC | ||||||||
| 251 MILLS STREET | KALAMAZOO | MI | 49048 | NONE | GOVT | BRONSON PARK CAMPAIGN | $25,000 | |
| KALAMAZOO DOWNTOWN NEIGHBORHOOD ASN | ||||||||
| 336 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BATES ALLEY RENOVATION | $5,000 | UNIT 702 |
| THOMAS BRIGITTE HUFF FAMILY FNDN | ||||||||
| 336 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | NONE | PRIVATE FNDN | BATES ALLEY RENOVATION | $10,000 | SUITE 702 |
| DOWNTOWN KALAMAZOO INCORPORATED | ||||||||
| 162 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,117 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,611 | 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 |
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 Person | STANLEY R HALL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 245 N ROSE ST Z1-YC77-03-2 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,203,955 | EOYBookValueAmt |
| EOYFMV | $1,592,108 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $11,001 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OUTSIDE CONTRACT SERVICES | $220 | $220 | |
| TELEPHONE EXPENSE | $60 | $60 | |
| INVESTMENT ADR FEES | $49 | $49 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE BASIS ADJUSTMENT | Desc |
| Amt | $2,546 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANINE SCOTT NOTE RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $95,287 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $13,283 | $13,283 | |
| MANAGEMENT FEES | $15,200 | $15,200 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY R HALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 245 N ROSE ST | AddressLine1Txt |
| Address Line2 | Z1-YC77-03-2 | AddressLine2Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $101 | Amt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |