SCHALON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHALON FOUNDATION (EIN 38-3341098)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-02
- IRS object ID
- 201701539349100005
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-02T15:37:58-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450541624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLEDER BUSINESS CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20232 ISLAND ESTATE DRIVE | AddressLine1Txt |
| City | Grosse Ile | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48138 | 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 | 383341098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHALON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4418 TANGLEWOOD TRAIL | AddressLine1Txt |
| City | SAINT JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SCHALON | PersonNm |
| Person Title | TREASURER DIR | PersonTitleTxt |
| Phone | 8585498741 | PhoneNum |
| Signature | 2017-06-01 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON F SLEDER | PreparerPersonNm |
| PTIN | P00449532 | PTIN |
| Phone | 2694295667 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.37.21.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-02 | IPDt |
| IP Tm | 15:39:36 | IPTm |
| Federal Original Submission Id | 3807432017153mpyu3vx | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D9BF50EDE335F5700066B63705196A6B278EDD19 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9BF50EDE335F5700066B63705196A6B278EDD19 | 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 | $4,259,243 | 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 |
| Dividends Rev And Expnss | $71,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $133,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,482 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $230,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,252 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $649 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,221 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,485 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $3,683,377 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,521,172 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,037,758 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,771,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,742,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,259,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,771,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,742,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,771,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,742,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,771,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,742,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,771,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,918 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,742,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,742,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IVY ASSET STRATEGY | P | 2012-12-13 | 2016-08-16 | $7,916 | $9,299 | -$1,383 | -$1,383 |
| FIDELITY ADV NEW INSIGHTS | P | 2009-11-04 | 2016-01-27 | $90,000 | $60,697 | $29,303 | $29,303 |
| IVY ASSET STRATEGY | P | 2009-11-04 | 2016-08-16 | $222,321 | $225,324 | -$3,003 | -$3,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $550,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,618,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $395,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,030,222 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $732,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,164,991 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.14182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $238,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,790,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $265,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,771,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055634 | DistributionYr5Rt |
| Total Distribution | 0.44497 | TotalDistributionRt |
| Average Distribution | 0.088994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,116,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $366,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $368,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,599 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,599 | TotalPaymentsAndCreditsAmt |
| Overpayment | $319 | OverpaymentAmt |
| Applied To ES Tax | $319 | 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 |
| Individual With Books | SCOTT SCHALON | IndividualWithBooksNm |
| Phone | 8585498741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT SCHALON | ||||||||
| 10982 TWINLEAF COURT | SAN DIEGO | CA | 92131 | TREASURER DIR | 0.00 | $0 | $0 | $0 |
| SUSAN K SCHALON | ||||||||
| 7930 BLACK CHERRY WAY SE | CALEDONIA | MI | 493167560 | SECRETARY DIR | 0.00 | $0 | $0 | $0 |
| MARCELLA SCHALON | ||||||||
| 4418 TANGLEWOOD TRAIL | SAINT JOSEPH | MI | 49085 | PRES DIRECTOR | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,971,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,179,493 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,179,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,116,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,280 | TotalTaxAmt |
| Distributable Before Adj | $201,560 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $201,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $201,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $242,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $242,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,560 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $480,825 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $321,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $982,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $53,573 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,327 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $12,233 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,233 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,024,052 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,008,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,787 | ExcessFromYear4Amt |
| Excess From Year3 | $480,825 | ExcessFromYear3Amt |
| Excess From Year2 | $149,756 | ExcessFromYear2Amt |
| Excess From Year1 | $321,552 | ExcessFromYear1Amt |
| Excess From Current Year | $53,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN SCHALON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7930 BLACK CHERRY WAY SE | AddressLine1Txt |
| City | Caledonia | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 493167560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6163189555 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED IN WRITING BEFORE DECEMBER 1 OF THE CURRENT YEAR REQUESTING ORGANIZATION MUST VERIFY THEIR EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPERA GRAND RAPIDS | ||||||
| 161 OTTAWA NW | GRAND RAPIDS | MI | 49503 | PC | ANNUAL GALA FUNDRAISER | $10,000 |
| LEST WE FORGET INC | ||||||
| 942 SIERRA DRIVE | BENTON HARBOR | MI | 49022 | PC | 2015 RE ENACTMENT | $7,500 |
| THE SOUP KITCHEN INC | ||||||
| 233 MICHIGAN AVENUE | BENTON HARBOR | MI | 49022 | PC | GOLF FUNDRAISER | $500 |
| SOUTHWEST MI SYMPHONY ORCHESTRA | ||||||
| 513 SHIP STREET | SAINT JOSEPH | MI | 49085 | PC | SUMMER CONCERT SERIES | $50,000 |
| HERITAGE MUSEUM AND CULTURAL CENTER | ||||||
| 601 MAIN STREET | SAINT JOSEPH | MI | 49085 | PC | GENERAL SUPPORT | $25,000 |
| SOUTHWESTERN MICHIGAN COLLEGE | ||||||
| 58900 CHERRY GROVE ROAD | DOWAGIAC | MI | 49047 | PC | PRODUCTION OF THE LITTLE MERMAID | $15,000 |
| HOSPICE AT HOME LORYS PLACE | ||||||
| 445 UPTON DRIVE SUITE 9 | SAINT JOSEPH | MI | 49085 | PC | GENERAL SUPPORT | $5,500 |
| BLUE LAKE PUBLIC RADIO | ||||||
| 300 EAST CRYSTAL LAKE ROAD | TWIN LAKE | MI | 49457 | PC | MATCHING GRANT PAYOFF | $50,000 |
| ST JOSEPH PUBLIC SCHOOLS | ||||||
| 2521 STADIUM DRIVE | SAINT JOSEPH | MI | 49085 | PC | TEAM UP AGAINST CANCER CAMPAIGN GRANT | $6,800 |
| NEW TERRITORY ARTS ASSOCIATION | ||||||
| 210 WATER STREET | BENTON HARBOR | MI | 49022 | PC | ARTOBERFEST | $1,000 |
| DRESS FOR SUCCESS SAN DIEGO | ||||||
| 642 THIRD AVENUE | CHULA VISTA | CA | 91910 | PC | GENERAL SUPPORT | $20,000 |
| ST JOSEPH MUSICAL BOOSTERS | ||||||
| 2521 STADIUM DRIVE | SAINT JOSEPH | MI | 49085 | PC | GENERAL PRODUCTION SUPPORT GRANT | $1,000 |
| SOUTHWEST MI SYMPHONY ORCHESTRA | ||||||
| 513 SHIP STREET | SAINT JOSEPH | MI | 49085 | PC | GENERAL SUPPORT | $20,000 |
| OCEAN DISCOVERY INSTITUTE | ||||||
| 2211 PACIFIC BEACH DRIVE | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $5,000 |
| HERALD PALLADIUM | ||||||
| 518 BROAD STREET | SAINT JOSEPH | MI | 49085 | PC | GOODFELLOWS FUND | $5,000 |
| SAN DIEGO HOUSE RABBIT SOCIETY | ||||||
| 4807 MERCURY STREET | SAN DIEGO | CA | 92111 | PC | GENERAL SUPPORT | $2,000 |
| HARBOR HABITAT FOR HUMANITY | ||||||
| 2302 PLAZA DR | BENTON HARBOR | MI | 49022 | PC | NEW TOOLSHED FUNDING GRANT | $6,300 |
| VOLUNTEER SOUTHWEST MICHIGAN | ||||||
| 129 E MAIN ST | BENTON HARBOR | MI | 49022 | PC | CASA PROGRAM SUPPORT GRANT | $10,000 |
| MAUD PRESTON PALENSKE MEMORIAL LIBR | ||||||
| 500 MARKET ST | SAINT JOSEPH | MI | 49085 | PC | SUMMER READING PROGRAM GRANT | $800 |
| TWIN CITY PLAYERS | ||||||
| 600 W GLENLORD RD | SAINT JOSEPH | MI | 49085 | PC | 2016 THEATRE FESTIVAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,900 | 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 |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON LIFE ANNUITY | Desc |
| Exclusion | 14 | ExclusionCd |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (14 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE HATHAWAY | $9,534 | $9,534 | $244,121 |
| FIDELITY ADVISOR NEW INSIGHTS FUND | $129,484 | $68,788 | $112,026 |
| CAPITAL WORLD BOND FUND | $258,445 | $258,445 | $287,969 |
| DELAWARE DIVERSIFIED INCOME FUND | $152,420 | $152,052 | $143,084 |
| EURO PACK GROWTH FUND | $245,493 | $245,493 | $269,152 |
| IVY ASSET STRATEGY | $234,623 | $0 | $0 |
| INCOME FUND OF AMERICA | $306,357 | $306,357 | $380,217 |
| INVESTMENT COMPANY OF AMERICA | $193,532 | $193,532 | $232,626 |
| NEW PERSPECTIVE FUND | $140,874 | $140,874 | $173,042 |
| OPPENHEIMER SR FLOATING RATE | $86,521 | $86,521 | $84,340 |
| KEELEY SMALL CAP VALUE FUND | $77,895 | $77,895 | $112,099 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | $119,780 | $119,780 | $118,416 |
| LINCOLN NATIONAL AMERICAN LEGACY | $10,070 | $10,070 | $12,009 |
| JACKSON NATIONAL | $1,718,349 | $1,851,831 | $1,868,657 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC | $262 | $262 | $0 | $0 |
| CMF RENEWAL | $1,800 | $1,800 | $0 | $0 |
| MICH FILING FEE | $20 | $20 | $0 | $0 |
| MORGAN STANLEY FEES | $12,139 | $12,139 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON LIFE ANNUITY | Desc |
| Revenue And Expenses Per Books | $133,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $133,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL FEES | $0 | $0 | $0 | $0 |
| FOREIGN TAX | $649 | $649 | $0 | $0 |
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