WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201833099349100043
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T15:54:00-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 367236926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2313526650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2313526650 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE M KANE | PreparerPersonNm |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 12:41:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74360C0F9F998AEB88742761FB50F404B4DAF3FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4352940A9571D7C5DDA6B43C112B0F5A28A64F72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $918,152 | 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 | $49,901 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,986 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $243 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,312 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $390,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $333,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $576,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $207,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $278,960 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $640,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $684,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $918,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$136,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$92,627 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $640,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $684,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $640,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $684,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $640,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $684,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $684,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AUSAX | P | 2017-09-09 | 2017-11-07 | $21,378 | $25,092 | -$3,714 | -$3,714 |
| AUSAX | P | 1999-09-09 | 2017-03-17 | $7,979 | $10,022 | -$2,043 | -$2,043 |
| AUSAX | P | 1999-09-09 | 2017-11-07 | $31,649 | $37,147 | -$5,498 | -$5,498 |
| SKSEX | P | 1999-09-09 | 2017-11-07 | $8,400 | $3,978 | $4,422 | $4,422 |
| SKSEX | P | 2005-12-20 | 2017-11-08 | $9,600 | $4,531 | $5,069 | $5,069 |
| AUSAX | P | 1999-09-09 | 2017-03-17 | $27,021 | $26,543 | $478 | $478 |
| VTSMX | P | 1999-09-09 | 2017-03-17 | $39,960 | $19,449 | $20,511 | $20,511 |
| CAPITAL GAINS DIVIDENDS | P | $10,208 | $10,208 | $10,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,433 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $747,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $825,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131829 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $858,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,165 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $750,818 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,315 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $633,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069955 | DistributionYr5Rt |
| Total Distribution | 0.434846 | TotalDistributionRt |
| Average Distribution | 0.086969 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $856,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $298 | OverpaymentAmt |
| Applied To ES Tax | $298 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BECK | IndividualWithBooksNm |
| Phone | 2313526650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| PATRICIA A BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $829,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $869,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $869,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $856,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $902 | TotalTaxAmt |
| Distributable Before Adj | $41,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,904 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $68,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,832 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,456 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,855 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,699 | ExcessFromYear4Amt |
| Excess From Year2 | $68,459 | ExcessFromYear2Amt |
| Excess From Year1 | $32,832 | ExcessFromYear1Amt |
| Excess From Current Year | $7,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM F BECK | ContributingManagerNm |
| Contributing Manager | PATRICIA A BECK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 NEEDIEST CASES | |||||||
| PO BOX 955925 | ST LOUIS | MO | 63195 | PC | GENERAL SUPPORT | $100 | |
| ANIMAL PROTECTION ASSOCIATION | |||||||
| 702 EAST 11TH STREET | JEFFERSONVILLE | IN | 47130 | PC | GENERAL SUPPORT | $250 | |
| BARNES-JEWISH HOSPITAL | |||||||
| 1001 HIGHLANDS PLAZA DRIVE DRIVE | ST LOUIS | MO | 63110 | PC | GENERAL SUPPORT | $1,000 | WEST |
| BAYSIDE ACADEMY | |||||||
| 303 DRYER AVE | DAPHNE | AL | 36526 | PC | GENERAL SUPPORT | $1,000 | |
| BENZIE AREA CHRISTIAN NEIGHBORS | |||||||
| 2804 BENZIE HEY PO BOX 93 | BENZONIA | MI | 49616 | PC | GENERAL SUPPORT | $1,500 | |
| BENZIE COUNTY COMMUNITY CHEST | |||||||
| PO BOX 713 | BEULAH | MI | 49617 | PC | GENERAL SUPPORT | $500 | |
| BENZIE HOME HEALTH CARE SENIOR RESOURCES | |||||||
| 10540 MAIN STREET | HONOR | MI | 49640 | PC | GENERAL SUPPORT | $500 | |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | PC | GENERAL SUPPORT | $50 | |
| CRYSTAL LAKE & WATERSHED ASSOCIATION | |||||||
| 7799 CRYSTAL DRIVE | BEULAH | MI | 49617 | PC | GENERAL SUPPORT | $200 | |
| CSA EDUCATION FUND | |||||||
| 9758 E HIGHLAND ROAD | HOWELL | MI | 48843 | PC | GENERAL SUPPORT | $500 | |
| FRANKFORT AREA LAND CONSERVANCY | |||||||
| PO BOX 1526 | FRANKFORT | MI | 49635 | PC | GENERAL SUPPORT | $1,000 | |
| FRANKFORT CHAMBER OF COMMERCE FOUNDATION | |||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF POINT BETSIE LIGHTHOUSE | |||||||
| 3701 POINT BETSIE ROAD | FRANKFORT | MI | 49635 | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF THE BETSIE VALLEY TRAIL | |||||||
| PO BOX 474 | BEULAH | MI | 49617 | PC | GENERAL SUPPORT | $1,500 | |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 1435 MALLINCKRODT ST | ST LOUIS | MO | 63107 | PC | GENERAL SUPPORT | $1,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| 4000 MICHIGAN | INTERLOCHEN | MI | 49643 | PC | GENERAL SUPPORT | $1,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1711 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $200 | |
| MAKE A WISH FOUNDATION | |||||||
| 7600 GRAND RIVER 175 | BRIGHTON | MI | 48114 | PC | GENERAL SUPPORT | $500 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | GENERAL SUPPORT | $500 | |
| OLIVER ART CENTER | |||||||
| 132 COAST GUARD ROAD | FRANKFORT | MI | 49635 | PC | GENERAL SUPPORT | $13,500 | |
| PAUL OLIVER HOSPITAL | |||||||
| 224 PARK AVENUE | FRANKFORT | MI | 49635 | PC | GENERAL SUPPORT | $2,500 | |
| SALVATION ARMY | |||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | PC | GENERAL SUPPORT | $150 | |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $500 | |
| ST ANSELM PARISH | |||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | PC | GENERAL SUPPORT | $6,200 | |
| ST JOSEPH ACADEMY | |||||||
| 1890 RANDOLPH AVE | SAINT PAUL | MN | 55105 | PC | GENERAL SUPPORT | $600 | |
| ST LOUIS PRIORY | |||||||
| 500 S MASON RD | ST LOUIS | MO | 63141 | PC | GENERAL SUPPORT | $7,500 | |
| ST LOUIS SYMPHONY | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | PC | GENERAL SUPPORT | $400 | |
| ST PATRICK'S CENTER | |||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PC | GENERAL SUPPORT | $500 | |
| ST VINCENT DEPAUL | |||||||
| 2939 12TH AVE SOUTH | MINNEAPOLIS | MN | 55407 | PC | GENERAL SUPPORT | $500 | |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $500 | |
| VILLA DUCHESNE SCHOOL | |||||||
| 801 S SPOEDE ROAD | ST LOUIS | MO | 63131 | PC | GENERAL SUPPORT | $1,000 | |
| VISITATION ACADEMY | |||||||
| 3020 N BALLAS RD | ST LOUIS | MO | 63131 | PC | GENERAL SUPPORT | $500 | |
| WCMU PUBLIC MEDIA (PBS) | |||||||
| 1999 E CAMPUS DRIVE | MOUNT PLEASANT | MI | 48859 | PC | GENERAL SUPPORT | $60 | |
| WRITERS THEATRE | |||||||
| 325 TUDOR CT | GLENCOE | IL | 60022 | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,710 | 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 | $17,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,986 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM F BECK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVE PO BOX 1147 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,901 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 759 SHARES OF VSMAX STOCK | NoncashPropertyDesc |
| Fair Market Value | $49,901 | FairMarketValueAmt |
| Received | 2017-07-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CLA TAX PREPARATION | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFIHX - BOND FUNDS | $72,851 | $72,491 |
| FFRHX - BOND FUNDS | $60,070 | $58,188 |
| SWGSX - BOND FUNDS | $155,914 | $148,281 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SKSEX - EQUITY FUNDS | $43,922 | $79,196 |
| VINEX - EQUITY FUNDS | $103,091 | $162,733 |
| VWIGX - EQUITY FUNDS | $31,968 | $62,334 |
| VTSMX - EQUITY FUNDS | $104,642 | $218,865 |
| VSMAX - EQUITY FUNDS | $49,901 | $53,752 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $243 | $243 | $0 |
| EXCISE TAXES | $1,697 | $0 | $0 |