GEENEN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GEENEN FAMILY FOUNDATION (EIN 38-3534246)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-06
IRS object ID
201611279349100701
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-06T09:57:25-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383171341PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEENEN AND KOLEAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1246 SOUTH RIVER AVENUE SUITE 201AddressLine1Txt
CityHOLLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383534246EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEENEN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHARLES GEENENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGEENBusinessNameControlTxt
Phone6163964950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11276 BEACH DRAddressLine1Txt
CityHOLLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49423ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES GEENENPersonNm
Person TitlePRES, TREASPersonTitleTxt
Phone6163964950PhoneNum
Signature2016-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A JOHNSONPreparerPersonNm
PTINP00417328PTIN
Phone6163930398PhoneNum
Preparation2016-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$790,533FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$502InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$502InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,313DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,313DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$613NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,550GrossSalesPriceAmt
Other Income Rev And Expnss$5,288OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,288OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,490TotalRevAndExpnssAmt
Total Net Invst Incm$11,103TotalNetInvstIncmAmt
Taxes Rev And Expnss$157TaxesRevAndExpnssAmt
Taxes Net Invst Incm$157TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,090OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,090OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,247TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,247TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,247TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,247TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$97,757ExcessRevenueOverExpensesAmt
Net Investment Income$7,856NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$470,841CashBOYAmt
Cash EOY$456,244CashEOYAmt
Cash EOYFMV$456,244CashEOYFMVAmt
Corporate Stock BOY$295,230CorporateStockBOYAmt
Corporate Stock EOY$302,652CorporateStockEOYAmt
Corporate Stock EOYFMV$294,289CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$141,076InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$231,658LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$141,076LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$40,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$997,729TotalAssetsBOYAmt
Total Assets EOY$899,972TotalAssetsEOYAmt
Total Assets EOYFMV$790,533TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$997,729RetainedEarningBOYAmt
Retained Earning EOY$899,972RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$997,729TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$899,972TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$997,729TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$899,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$997,729TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$97,757ExcessRevenueOverExpensesAmt
Subtotal$899,972SubtotalAmt
Tot Net Ast Or Fund Balances EOY$899,972TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,432AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$996,678NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.168993DistributionYr1Rt
Adjusted Qlfy Distri Yr2$193,319AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,068,885NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.180860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,584AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,067,580NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066116DistributionYr3Rt
Adjusted Qlfy Distri Yr4$69,875AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,170,496NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059697DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,832AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,307,939NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061801DistributionYr5Rt
Total Distribution0.537467TotalDistributionRt
Average Distribution0.107493AverageDistributionRt
Net Vl Noncharitable Assets$800,099NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,005AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$79NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,084AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$79InvestmentIncomeExciseTaxAmt
Subtotal$79SubtotalAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Tax Due$9TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES GEENENIndividualWithBooksNm
Phone6163964950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11276 BEACH DRAddressLine1Txt
CityHOLLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49423ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES GEENEN
1276 BEACH DRHOLLANDMI49423PRES, TREAS1.00$0$0$0
JULIE GEENEN
1276 BEACH DRHOLLANDMI49423DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$307,090AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$457,193AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$48,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$812,283TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$812,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,184CashDeemedCharitableAmt
Net Vl Noncharitable Assets$800,099NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,005MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,005MinimumInvestmentReturnAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Total Tax$79TotalTaxAmt
Distributable Before Adj$39,926DistributableBeforeAdjAmt
Distributable Before Ded$39,926DistributableBeforeDedAmt
Distributable As Adjusted$39,926DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,000ExpensesAndContributionsAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$79PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,921AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,926DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$14,391ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,037ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$118,734ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$273,162TotalExcessDistributionCyovAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Applied To Current Year$39,926AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,074RemainingDistriFromCorpusAmt
Total Corpus$338,236TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$338,236ExcessDistriCyovToNextYrAmt
Excess From Year3$14,391ExcessFromYear3Amt
Excess From Year2$140,037ExcessFromYear2Amt
Excess From Year1$118,734ExcessFromYear1Amt
Excess From Current Year$65,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP ROGER
8356 BELDING ROADROCKFORDMI49341501(C)(3)RELIGIOUS$50,000
BENJAMIN'S HOPE
15468 RILEY STREETHOLLANDMI49424501(C)(3)HUMAN SERVICES$50,000
CALVIN COLLEGE
3201 BURTON STREET SEGRAND RAPIDSMI495464388501(C)(3)EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$502ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,313ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,288ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$613RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,103ExclusionAmt
Related Or Exempt Function Incm-$613RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,490TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DFA US CORE EQUITY2015-10PURCHASE2015-10$2,973$3,004-$31
WALNUT CREEK SALE2008-06PURCHASE2015-06$30,577$31,159-$582

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAABStockNm
EOY Book Value$302,652EOYBookValueAmt
EOYFMV$294,289EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemPINE ISLAND WALNUT CREEKCategoryOrItemTxt
Cost Or Other Basis$141,076CostOrOtherBasisAmt
Book Value$141,076BookValueAmt
EOYFMV$40,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MICHIGAN ANNUAL FEE$20$20
FIDUCIARY FEES$3,070$3,070

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCHARLES SCHWABDesc
Revenue And Expenses Per Books$5,288RevenueAndExpensesPerBooksAmt
Net Investment Income$5,288NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CHARLES SCHWAB - FRG TAXES PD$78$78
FEDERAL EXCISE TAX$79$79

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