KLOPCIC FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KLOPCIC FAMILY FOUNDATION (EIN 38-3211779)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349101345
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T13:16:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27400 NORTHWESTERN HIGHWAY | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383211779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLOPCIC FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLOP | BusinessNameControlTxt |
| Phone | 7349466200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28100 GORSUCH AVENUE | AddressLine1Txt |
| City | ROMULUS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481742629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD KLOPCIC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7349466200 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A ROBRAHN | PreparerPersonNm |
| PTIN | P00845344 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 11:19:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5F73492100D05A199BB100E16FDDFDE9E7B56DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,591,326 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,903 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,903 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,156,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,639 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,026 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $352,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,395 | 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 | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,397 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,397 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $310,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,084,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,084,325 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,749,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,260,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,146,870 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,482,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,317,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,360,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,542,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,661,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,591,326 | 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 | $4,542,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,661,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,542,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,661,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,542,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,661,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,542,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,661,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,661,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $417,940 | $433,328 | -$15,388 | -$15,388 |
| PUBLICLY TRADED SECURITIES - LT | $2,738,783 | $2,606,756 | $132,027 | $132,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,639 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,538,831 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,525,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043085 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,139,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,533,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $244,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,444,097 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071087 | DistributionYr5Rt |
| Total Distribution | 0.226085 | TotalDistributionRt |
| Average Distribution | 0.045217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,062,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $225,000 | 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 | $1,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,934 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,934 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,443 | OverpaymentAmt |
| Applied To ES Tax | $11,443 | 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 | DONALD L KLOPCIC JR | IndividualWithBooksNm |
| Phone | 7349466200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28100 GORSUCH AVENUE | AddressLine1Txt |
| City | ROMULUS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481742629 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD L KLOPCIC JR | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| KEITH C KLOPCIC | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BROOKE KLOPCIC | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE L KLOPCIC | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RYAN D KLOPCIC | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CONNOR KLOPCIC | ||||||||
| 28100 GORSUCH AVENUE | ROMULUS | MI | 481742629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,909,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,124,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,124,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,062,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,491 | TotalTaxAmt |
| Distributable Before Adj | $201,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $223,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $8,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,679 | 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 | $11,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,004 | ExcessFromYear1Amt |
| Excess From Current Year | $23,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD L KLOPCIC JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAVENPORT UNIVERSITY FOUNDATION | |||||||
| 415 E FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC CHARITY | EDUCATION - STUDENT CENTER | $25,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT TO THE ORGANIZATION | $50,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM RD | EAST LANSING | MI | 48823 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 |
| SENIOR NEIGHBORS | |||||||
| 678 FRONT AVENUE NW | GRAND RAPIDS | MI | 49504 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT TO THE ORGANIZATION | $5,000 |
| STUDENT ADVANCEMENT FOUNDATION | |||||||
| 118 COMMERCE SW | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC CHARITY | EDUCATION - MINDSHARE | $10,000 |
| THE GUIDANCE CENTER | |||||||
| 13101 ALLEN ROAD | SOUTHGATE | MI | 48195 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT TO THE ORGANIZATION | $50,000 |
| THE FIRST TEE OF WEST MICHIGAN | |||||||
| 3450 36TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT TO THE ORGANIZATION | $25,000 |
| CENTER FOR ALCOHOL POLICY | |||||||
| 1101 KING STREET STE 600-A | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT TO THE ORGANIZATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,903 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,853 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,026 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,880 | 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 | KEITH KLOPCIC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 BUTTRICK AVE SE | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,260,000 | EOYBookValueAmt |
| EOYFMV | $1,146,870 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $550,472 | $529,517 |
| OTHER FUNDS | AT COST | $766,716 | $830,614 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,050 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS - NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $5,026 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,026 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,397 | Amt |
| Net Investment Income | $3,397 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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