RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201701739349100005
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-22T12:56:36-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2311 EAST BELTLINE AVE SE STE 200 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | 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 | 383267368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6168741732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H BROWN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 6168741732 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC A RYAN | PreparerPersonNm |
| PTIN | P01388772 | PTIN |
| Phone | 6169426440 | PhoneNum |
| Preparation | 2017-05-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8E3C466F761C317283EE95887C481AD7B8FE7585 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0833B742AA3BDAD5CEE13204A353C436D2F1AF8 | 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 | $2,435,648 | 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 | $71,152 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,211 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $109 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $158,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,282 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,108 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,048 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $636 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,843,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,843,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,396,455 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,904,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,882,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,435,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,904,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,882,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,904,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,904,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,882,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,904,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,187 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,882,636 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | P | 2008-11-25 | 2016-12-09 | $8,702 | $1,189 | $7,513 | $7,513 |
| CHARTER COMMUNICATIONS INC | P | 2016-12-09 | $12,162 | $1,599 | $10,563 | $10,563 | |
| DFA US CORE EQUITY | P | 2012-05-16 | 2016-11-29 | $87,165 | $54,962 | $32,203 | $32,203 |
| ENERGIZER HOLDINGS INC | P | 2002-02-11 | 2016-12-09 | $3,727 | $446 | $3,281 | $3,281 |
| MASTERCARD INC | P | 2018-11-25 | 2016-12-09 | $14,610 | $1,906 | $12,704 | $12,704 |
| 3M COMPANY | P | 2016-10-12 | 2016-12-09 | $31,637 | $4,881 | $26,756 | $26,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,211 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $39,460 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $220,048 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,541,073 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,681,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087516 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $191,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,419,441 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079317 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,920 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,403,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043654 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,522,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075230 | DistributionYr5Rt |
| Total Distribution | 0.372313 | TotalDistributionRt |
| Average Distribution | 0.074463 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,348,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,885 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,742 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,742 | SubtotalAmt |
| Tax Based On Investment Income | $2,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $718 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD H BROWN | IndividualWithBooksNm |
| Phone | 6166179700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 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 | $2,338,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,383,918 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,383,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,348,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,742 | TotalTaxAmt |
| Distributable Before Adj | $114,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,885 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $168,885 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $168,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,666 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,058 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $74,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,885 | QualifyingDistributionsAmt |
| Applied To Current Year | $114,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,219 | RemainingDistriFromCorpusAmt |
| Total Corpus | $392,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,058 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $74,065 | ExcessFromYear3Amt |
| Excess From Year2 | $103,559 | ExcessFromYear2Amt |
| Excess From Year1 | $94,838 | ExcessFromYear1Amt |
| Excess From Current Year | $54,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166179700 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CONDUCTIVE LEARNING CENTER-AQUINAS | |||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $7,000 | ||
| EGYPT VALLEY COUNTRY CLUB SCHOLARSH | |||||||||
| 7333 KNAPP ST NE | ADA | MI | 49301 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | SUPPORT DEP. OF MECHANICAL ENGINEER. | $125,000 | UNIVERSITY ADVANCEMENT | |
| SAFE HAVEN MINISTRIES | |||||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $10,000 | ||
| SPARTA BAPTIST CHURCH | |||||||||
| 38 S STATE ST | SPARTA | MI | 49345 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| LET'S GET READY | |||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $5,000 | 25TH FLOOR | |
| LIBERTY YOUTH RANCH | |||||||||
| 24900 LIBERTY YOUTH RANCH | BONITA SPRINGS | FL | 34135 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $200 | WAY | |
| ST JUDE RESEARCH HOSPITAL | |||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $500 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $4,000 | ||
| SPARTA CHAMBER OF COMMERCE | |||||||||
| 156 E DIVISION ST | SPARTA | MI | 49345 | NONE | 501(C)(6) | TO SUPPORT GENERAL FUND | $4,000 | ||
| CIVIL WAR TRUST | |||||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $3,000 | SUITE 900 | |
| COLLINS SCHOOL PTA | |||||||||
| 12424 SUMMERFIELD BLVD | RIVERVIEW | FL | 33579 | NONE | 501(C)(3) | TO SUPPORT GENERAL FUND | $200 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,081 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,152 | 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 | MR MRS RICHARD H BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $71,152 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $71,152 | FairMarketValueAmt |
| Received | 2016-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,900 | Amt |
| Net Investment Income | $4,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFIEX - DFA INT'L CORE EQUITY | $184,223 | $298,342 |
| DFCEX - DFA EMERGING MKTS CORE EQUIT | $113,484 | $157,903 |
| DFQTX - DFA US CORE EQUITY II | $567,555 | $903,030 |
| VBTSX - VANGUARD TOTAL BOND MARKET I | $219,343 | $212,608 |
| DFGEX - DFA GLOBAL REAL ESTATE SEC | $79,658 | $150,592 |
| VSGDX - VANGUARD SHORT TERM FEDERAL | $202,955 | $200,003 |
| DFGBX - DIMENSIONAL ADV GLOBAL FIX I | $233,153 | $235,559 |
| VTIP - VANGUARD MALVER FDS SHORT-TER | $243,072 | $238,418 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL REPORT | $20 | $20 |
| WIRE TRANSFER FEE | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $109 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $109 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAND WEALTH MANAGEMENT | CategoryTxt |
| Amt | $6,108 | Amt |
| Net Investment Income | $6,108 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $636 | $636 |
| FEDERAL INCOME TAXES | $412 |
Comments