WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201641309349100229
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T09:27:14-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 367236926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2313526650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2313526650 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE M KANE | PreparerPersonNm |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | PhoneNum |
| 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 | $753,108 | 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 | $13,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,269 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,278 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $189 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,789 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $579,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $739,320 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $665,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $753,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$112,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$177,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $665,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $665,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $599,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,598 | 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 |
|---|---|---|---|---|---|---|---|
| 2424 SHS DFIHX | P | 2010-04-27 | 2015-10-09 | $25,000 | $25,055 | -$55 | -$55 |
| 296 SHS VTSMX | P | 2001-02-27 | 2015-12-22 | $15,000 | $8,601 | $6,399 | $6,399 |
| CAPITAL GAINS DIVIDENDS | P | $26,925 | $26,925 | $26,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,269 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,170 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $858,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043281 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $750,818 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $633,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $641,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.203606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $701,391 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114803 | DistributionYr5Rt |
| Total Distribution | 0.529092 | TotalDistributionRt |
| Average Distribution | 0.105818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $825,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,265 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $699 | OverpaymentAmt |
| Applied To ES Tax | $699 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BECK | IndividualWithBooksNm |
| Phone | 2313526650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PATRICIA A BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $782,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $825,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $461 | TotalTaxAmt |
| Distributable Before Adj | $40,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,265 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $461 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,638 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,409 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,699 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $196,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $264,946 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $45,638 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,741 | ExcessFromYear4Amt |
| Excess From Year3 | $14,409 | ExcessFromYear3Amt |
| Excess From Year2 | $37,699 | ExcessFromYear2Amt |
| Excess From Current Year | $68,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 NEEDIEST CASES | ||||||
| PO BOX 955925 | ST LOUIS | MO | 63195 | PUBLIC CHARITY | COMMUNITY | $100 |
| AMERICAN CANCER SOCIETY | ||||||
| 2500 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | EXEMPT ORGANIZATION | MEDICAL | $500 |
| ANIMAL PROTECTION ASOCIATION | ||||||
| 702 EAST 11TH STREET | JEFFERSONVILLE | IN | 47130 | PUBLIC CHARITY | COMMUNITY | $100 |
| BAYSIDE ACADEMY | ||||||
| 303 DRYER AVE | DAPHNE | AL | 36526 | EXEMPT ORGANIZATION | EDUCATION | $1,000 |
| BENZIE AREA CHRISTIAN NEIGHBORS - BACN | ||||||
| 2804 BENZIE HEY PO BOX 93 | BENZONIA | MI | 49616 | PUBLIC CHARITY | COMMUNITY | $1,500 |
| BENZIE COUNTY COMMUNITY CHEST | ||||||
| PO BOX 713 | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $500 |
| BENZIE HOME HEALTH CARE | ||||||
| 10540 MAIN STREET | HONOR | MI | 49640 | PUBLIC CHARITY | MEDICAL | $1,500 |
| BOYS HOPE GIRLS HOPE | ||||||
| 755 S NEW BALLAS RD STE 120 | ST LOUIS | MO | 63141 | PUBLIC CHARITY | COMMUNITY | $25,000 |
| BOYS TOWN | ||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | EXEMPT ORGANIZATION | COMMUNITY | $50 |
| CITY OF FRANKFORT | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $5,500 |
| CRYSTAL LAKE & WATERSHED ASSOCIATION | ||||||
| 7799 CRYSTAL DRIVE | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $100 |
| CSA EDUCATION FUND | ||||||
| 9758 E HIGHLAND ROAD | HOWELL | MI | 48843 | EXEMPT ORGANIZATION | COMMUNITY | $1,000 |
| FRANKFORT CHAMBER OF COMMERCE | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $500 |
| FRIENDS OF POINT BETSIE LIGHTHOUSE | ||||||
| 3701 POINT BETSIE ROAD | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $500 |
| GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION | ||||||
| 250 E FRONT ST 310 | TRAVERSE CITY | MI | 49684 | EXEMPT ORGANIZATION | COMMUNITY | $25,000 |
| HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 1435 MALLINCKRODT ST | ST LOUIS | MO | 63107 | EXEMPT ORGANIZATION | EDUCATION | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||
| 4000 MICHIGAN | INTERLOCHEN | MI | 49643 | EXEMPT ORGANIZATION | COMMUNITY | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 1711 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | EXEMPT ORGANIZATION | MEDICAL | $200 |
| MAKE A WISH FOUNDATION | ||||||
| 7600 GRAND RIVER 175 | BRIGHTON | MI | 48114 | PUBLIC CHARITY | COMMUNITY | $1,500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | EXEMPT ORGANIZATION | EDUCATION | $500 |
| OLIVER ART CENTER | ||||||
| 132 COAST GUARD ROAD | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $15,500 |
| PAUL OLIVER HOSPITAL | ||||||
| 224 PARK AVENUE | FRANKFORT | MI | 49635 | PUBLIC CHARITY | MEDICAL | $1,500 |
| PEDAL THE CAUSE | ||||||
| 900 SPRUCE ST STE 125 | ST LOUIS | MO | 63102 | PUBLIC CHARITY | MEDICAL | $500 |
| SALVATION ARMY | ||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | PUBLIC CHARITY | COMMUNITY | $100 |
| SITEMAN CANCER CENTER | ||||||
| 4921 PARKVIEW PL | ST LOUIS | MO | 63110 | EXEMPT ORGANIZATION | MEDICAL | $1,000 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | MEDICAL | $300 |
| ST ANSELM PARISH | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | EXEMPT ORGANIZATION | COMMUNITY | $11,000 |
| ST LUKES HOSPITAL | ||||||
| 915 E 1ST ST | DULUTH | MN | 55805 | EXEMPT ORGANIZATION | MEDICAL | $500 |
| ST PATRICK'S CENTER | ||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| ST LOUIS ABBEY | ||||||
| 500 S MASON RD | CREVE COEUR | MO | 63141 | EXEMPT ORGANIZATION | COMMUNITY | $5,000 |
| ST LOUIS PRIORY | ||||||
| 500 S MASON RD | ST LOUIS | MO | 63141 | EXEMPT ORGANIZATION | EDUCATION | $3,000 |
| ST LOUIS SYMPHONY | ||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | EXEMPT ORGANIZATION | COMMUNITY | $400 |
| ST VINCENT DEPAUL | ||||||
| 2939 12TH AVE SOUTH | MINNEAPOLIS | MN | 55407 | PUBLIC CHARITY | COMMUNITY | $250 |
| TRINITY COMMUNITY CHURCH | ||||||
| 1430 W 28TH ST | MINNEAPOLIS | MN | 55408 | EXEMPT ORGANIZATION | COMMUNITY | $300 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | COMMUNITY | $500 |
| UNIVERSITY OF MICHIGAN | ||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | EXEMPT ORGANIZATION | EDUCATION | $250 |
| VILLA DUCHESNE SCHOOL | ||||||
| 801 S SPOEDE ROAD | ST LOUIS | MO | 63131 | PUBLIC CHARITY | EDUCATION | $500 |
| VISITATION ACADEMY | ||||||
| 3020 N BALLAS RD | ST LOUIS | MO | 63131 | EXEMPT ORGANIZATION | EDUCATION | $1,000 |
| WRITERS THEATRE | ||||||
| 325 TUDOR CT | GLENCOE | IL | 60022 | PUBLIC CHARITY | COMMUNITY | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,250 | 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 |
| Exclusion | $13,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,278 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $585,810 | EOYBookValueAmt |
| EOYFMV | $739,320 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $189 | $189 | $0 |
| IRS | $2,310 | $0 | $0 |