DAVID E POST FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E POST FAMILY FOUNDATION (EIN 38-3589397)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349100606
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T07:56:36-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462899981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELSING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 S MAITLAND AVE STE 120 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327515624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383589397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E POST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3213547460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 E SOUTH ST | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328012816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT K POST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4078225911 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL E FELSING | PreparerPersonNm |
| PTIN | P00448204 | PTIN |
| Phone | 4074129299 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $890,672 | 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 | $27,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,214 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $188 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $74 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $188 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $101,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,242 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $188 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,633 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,633 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,016 | CashBOYAmt |
| Cash EOY | $21,459 | CashEOYAmt |
| Cash EOYFMV | $21,459 | CashEOYFMVAmt |
| Corporate Stock BOY | $907,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $869,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $869,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $941,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $890,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $890,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $941,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $890,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $941,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $890,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $941,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $890,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $941,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,878 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,005,245 | SubtotalAmt |
| Other Decreases | $114,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $890,672 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,945 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $875,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $809,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $711,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,309 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $663,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059231 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $591,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052455 | DistributionYr5Rt |
| Total Distribution | 0.245074 | TotalDistributionRt |
| Average Distribution | 0.049015 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $901,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,459 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $545 | SubtotalAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,377 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,377 | TotalPaymentsAndCreditsAmt |
| Overpayment | $832 | OverpaymentAmt |
| Applied To ES Tax | $832 | 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 | SCOT POST | IndividualWithBooksNm |
| Phone | 4078225911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 EAST SOUTH STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARK E POST | ||||||||
| 3874 BAYWOOD DR | GRAND RAPIDS | MI | 49546 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SCOT K POST | ||||||||
| 490 E SOUTH STREET | ORLANDO | FL | 32801 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID M POST | ||||||||
| 6008 MIDWAY | CHARLOTTESVILLE | VA | 22903 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROBERT N POST | ||||||||
| 7291 IRON DRIVE | HUDSONVILLE | MI | 49426 | DIRECTOR | 5.00 | $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 | $890,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,224 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $915,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $901,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $545 | TotalTaxAmt |
| Distributable Before Adj | $44,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,635 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,635 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,705 | UndistributedIncomePYAmt |
| Qualifying Distributions | $37,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,705 | AppliedToYear1Amt |
| Applied To Current Year | $31,930 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,600 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 507 N NEW YORK AVENUE | WINTER PARK | FL | 32789 | COMMUNITY SUPPORT | $100 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 237 E MARKS STREET | ORLANDO | FL | 32803 | COMMUNITY SUPPORT | $100 | ||
| BARONIAL ORDER OF MAGNA CARTA | |||||||
| 1285 BRANCH ROAD | WELLS | ME | 04090 | EDUCATION | $750 | ||
| CALVIN COLLEGE | |||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | EDUCATION | $3,000 | ||
| CHARLOTTESVILLE ALBEMARLE SPCA | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | ANIMAL WELFARE | $500 | ||
| COALITION FOR THE HOMELESS | |||||||
| 639 WEST CENTRAL BLVD | ORLANDO | FL | 32801 | COMMUNITY OUTREACH | $2,320 | ||
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT RD | COLORADO SPRINGS | CO | 80921 | YOUTH MINISTRY | $1,000 | ||
| COVENANT YOUTH OF ALASKA | |||||||
| PO BOX 203356 | ANCHORAGE | AK | 99520 | YOUTH MINISTRY | $1,000 | ||
| CRADLES OF GRACE | |||||||
| PO BOX 459 | ROCKFORD | MI | 49341 | MINISTRY | $500 | ||
| CROZET VOLUNTEER FIRE DEPT | |||||||
| 5624 THREE NOTCHD ROAD | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $250 | ||
| DAVID MAUS FOUNDATION | |||||||
| 1160 RINEHART ROAD | SANFORD | FL | 32771 | CHILDHOOD ILLNESS SUPPORT | $1,575 | ||
| DEGAGE MINISTRIES | |||||||
| 144 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | MINISTRY | $500 | ||
| ESPERANZA COVENANT CHURCH | |||||||
| 1933 TREMONT BLVD NW | GRAND RAPIDS | MI | 49504 | MINISTRY | $500 | ||
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 WEST HIGGINS ROAD | CHICAGO | IL | 60631 | SUPPORT FOR AMUNDSENS | $500 | ||
| FARMINGTON COUNTRY CLUB | |||||||
| 1625 COUNTRY CLUB CIRCLE | CHARLOTTESVILLE | VA | 22901 | HISTORIC PRESERVATION | $250 | PRESERVATION FOUNDATION | |
| FIRST EVANGELICAL COVENANT CHURCH | |||||||
| 1933 TREMONT BLVD NW | GRAND RAPIDS | MI | 49504 | YOUTH MINISTRY | $1,800 | ||
| GIVE KIDS THE WORLD | |||||||
| 210 S BASS ROAD | KISSIMMEE | FL | 34746 | CHILDREN'S HEALTH | $2,500 | ||
| HERITAGE HILL ASSOCIATION | |||||||
| 126 COLLEGE AVE SE | GRAND RAPIDS | MI | 49503 | HISTORIC PRESERVATION | $200 | ||
| HOSPICE OF PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22911 | PATIENT CARE | $500 | STE 300 | |
| IN THE IMAGE | |||||||
| 1823 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | HELPING NEEDY FAMILIES | $500 | ||
| INTERNATIONAL NEEDS | |||||||
| 5570 32ND AVENUE | HUDSONVILLE | MI | 49426 | DESCIPLESHIP | $500 | ||
| KIDS HOPE USA | |||||||
| 100 S PINE ST STE 280 | ZEELAND | MI | 49464 | CARE FOR CHILDREN | $500 | ||
| LAKE MARY PREPARATORY SCHOOL PTSA | |||||||
| 650 RANTOUL LANE | LAKE MARY | FL | 32746 | YOUTH PROGRAMS | $380 | ||
| LUTHERAN SOCIAL SERVICES OF MI | |||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | COMMUNITY OUTREACH | $500 | ||
| MACEDONIA MISSIONARY BAPTIST CHURCH | |||||||
| 514 W BERESFORD AVENUE | DELAND | FL | 327207202 | MINISTRY | $100 | ||
| MARSHALL-WYTHE SCHOOL OF LAW | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23185 | EDUCATION | $750 | COLLEGE OF WILLIAM & MARY | |
| MARTHA JEFFERSON HOSP | |||||||
| 500 MARTHA JEFFERSON DR | CHARLOTTESVILLE | VA | 22911 | WOMEN'S HEALTH PROGRAMS | $250 | HOSPITAL FOUNDATION | |
| MILLER SCHOOL OF ALBEMARLE | |||||||
| 1000 SAMUEL MILLER LOOP | CHARLOTTESVILLE | VA | 22903 | YOUTH EDUCATION | $250 | ||
| MIMS UNITED METHODIST CHURCH | |||||||
| 3302 GREEN STREET | MIMS | FL | 32754 | YOUTH MINISTRY | $260 | ||
| NEW HOPE FOUNDATION | |||||||
| PO BOX 66 | MARLBORO | NJ | 07746 | ADDICTION PROGRAMS | $300 | 80 CONOVER ROAD | |
| ORLANDO GAY CHORUS | |||||||
| 4605 CURRY FORD ROAD | ORLANDO | FL | 32812 | COMMUNITY | $200 | ||
| OTTAWA HILLS HIGH SCHOOL FUND | |||||||
| 2532 EVERGREEN ROAD | OTTAWA HILLS | OH | 43606 | EDUCATION | $500 | ||
| PALM BEACH DAY ATLANTIC | |||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | EDUCATION | $1,600 | ||
| PARENTS ENCOURAGING CONFIDENT | |||||||
| 5001 LOG WAGON ROAD | OCOEE | FL | 34761 | PARENT SUPPORT | $1,000 | CHOICES | |
| PORTAGE LAKE COVENANT | |||||||
| 4158 CAMP DELIGHT RD | MANISTEE | MI | 49660 | BIBLE CAMP | $1,600 | ||
| PREGNANCY RESOURCE CENTER | |||||||
| 745 GRACE AVE | PANAMA CITY | FL | 32401 | PARENT SUPPORT | $500 | ||
| RIVANNA GARDEN CLUB | |||||||
| 5224 TAYLOR CREEK ROAD | AFTON | VA | 22920 | COMMUNITY HELP | $1,100 | CHRISTMAS BAZAAR | |
| RUSSELL HOME FOR ATYPICAL CHILDREN | |||||||
| 510 HOLDEN AVENUE | ORLANDO | FL | 32839 | YOUTH CARE | $910 | ||
| SAVING OUR BOYS NOW | |||||||
| 1400 NE TARA COURT | BLUE SPRINGS | MO | 64014 | MENTORING | $2,500 | ||
| SCHOOLS FOR SIERRA LEONE | |||||||
| 2121 CELEBRATION DRIVE NE | GRAND RAPIDS | MI | 49525 | EDUCATION | $500 | ||
| SONS OF THE AMERICAN REVOLUTION | |||||||
| 809 W MAIN STREET | LOUISVILLE | KY | 40202 | EDUCATION | $400 | ||
| UNITED WAY | |||||||
| 5605 US 98 | HIGHLAND CITY | FL | 33846 | COMMUNITY SUPPORT | $500 | ||
| WESTERN ALBEMARLE RESCUE SQUAD | |||||||
| PO BOX 188 | CROZET | VA | 22932 | FIRE DEPT SUPPORT | $250 | ||
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | END POVERTY | $500 | ||
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | YOUTH CAMP | $300 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,495 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,157 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MARINE PETROLEUM TRUST | 15 | $74 |
| ENBRIDGE ENERGY PARTNERS LP | 14 | $114 |
| (SEE LINE 23) |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,513 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,633 | Amt |
| Disbursements Charitable Prps | $1,633 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CAMPBELL SOUP COMPANY | 2010-07 | PURCHASE | 2015-06 | $4,548 | $3,720 | $828 |
| CHEMOURS COMPANY | 2003-12 | PURCHASE | 2015-09 | $69 | $136 | -$67 |
| CHEMOURS COMPANY | 2006-08 | PURCHASE | 2015-09 | $254 | $478 | -$224 |
| CHEMOURS COMPANY | 2007-10 | PURCHASE | 2015-09 | $96 | $221 | -$125 |
| CHEMOURS COMPANY | 2010-06 | PURCHASE | 2015-09 | $128 | $216 | -$88 |
| CHESAPEAKE UTILITY CORP | 2003-12 | PURCHASE | 2015-06 | $52,711 | $12,090 | $40,621 |
| INTEGRYS ENERGY GROUP INC | 2003-12 | PURCHASE | 2015-06 | $26,002 | $17,585 | $8,417 |
| KRAFT FOODS GROUP INC | 2006-08 | PURCHASE | 2015-06 | $7,563 | $3,299 | $4,264 |
| KRAFT FOODS GROUP INC | 2006-12 | PURCHASE | 2015-06 | $4,858 | $2,233 | $2,625 |
| KRAFT FOODS GROUP INC | 2007-02 | PURCHASE | 2015-06 | $5,520 | $2,438 | $3,082 |
| KRAFT FOODS GROUP INC | 2007-04 | PURCHASE | 2015-06 | $4,140 | $1,652 | $2,488 |
| TECO ENERGY INC | 2003-12 | PURCHASE | 2015-09 | $33,281 | $20,946 | $12,335 |
| WEC ENERGY GROUP INC | 2003-12 | PURCHASE | 2015-06 | $44 | $34 | $10 |
| ENBRIDGE ENERGY PARTNERS LP | 2014-01 | PURCHASE | 2015-12 | $9 | -$9 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $869,213 | EOYBookValueAmt |
| EOYFMV | $869,213 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN FAIR MARKET VALUE | $41,901 |
| DISTRIBUTIONS K-1 | $1,706 |
| RECOG PR YR UNREAL GAIN | $70,966 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MARINE PETROLEUM TRUST EXPENS | $17 | $17 |
| MARINE PETROLEUM TRUST DEPLET | $11 | $11 |
| ANNUAL MEETING | $1,429 | $1,429 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MARINE PETROLEUM TRUST | $74 | $74 | $74 |
| ENBRIDGE ENERGY PARTNERS LP | $114 | $114 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $50 | Amt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |