GEENEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GEENEN FAMILY FOUNDATION (EIN 38-3534246)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349102900
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T13:40:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383171341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEENEN AND KOLEAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SOUTH RIVER AVENUE SUITE 201 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383534246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEENEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARLES GEENEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEEN | BusinessNameControlTxt |
| Phone | 6163964950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1276 BEACH DR | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES GEENEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6163964950 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A JOHNSON | PreparerPersonNm |
| PTIN | P00417328 | PTIN |
| Phone | 6163930398 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $837,719 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $974 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $974 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $369,515 | GrossSalesPriceAmt |
| Total Rev And Expnss | $11,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,968 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,213 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $549,361 | CashBOYAmt |
| Cash EOY | $470,841 | CashEOYAmt |
| Cash EOYFMV | $470,841 | CashEOYFMVAmt |
| Corporate Stock BOY | $257,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $295,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $309,378 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $231,658 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $351,291 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $231,658 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $57,500 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,157,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $997,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $837,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,157,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $997,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,157,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $997,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,157,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $997,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,157,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,070 | ExcessRevenueOverExpensesAmt |
| Subtotal | $997,729 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $997,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WALNUT CREEK SALE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2008-06-30 | AcquiredDt |
| Sold | 2014-06-30 | SoldDt |
| Gross Sales Price | $107,735 | GrossSalesPriceAmt |
| Cost Or Other Basis | $137,368 | CostOrOtherBasisAmt |
| Gain Or Loss | -$29,633 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$29,633 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,068,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,067,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,170,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059697 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,307,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,528,948 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039228 | DistributionYr5Rt |
| Total Distribution | 0.407702 | TotalDistributionRt |
| Average Distribution | 0.081540 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $996,678 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,269 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,337 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,500 | 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 | $68 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $68 | SubtotalAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $59 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9 | TaxDueAmt |
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 | CHARLES GEENEN | IndividualWithBooksNm |
| Phone | 6163964950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1276 BEACH DR | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES GEENEN | ||||||||
| 1276 BEACH DR | HOLLAND | MI | 49423 | PRES, TREAS | 1.00 | $0 | $0 | $0 |
| JULIE GEENEN | ||||||||
| 1276 BEACH DR | HOLLAND | MI | 49423 | 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 | $305,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $205,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,011,856 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,011,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $996,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68 | TotalTaxAmt |
| Distributable Before Adj | $49,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $168,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,766 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $14,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $273,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $273,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,391 | ExcessFromYear2Amt |
| Excess From Year1 | $140,037 | ExcessFromYear1Amt |
| Excess From Current Year | $118,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PRAY AMERICA | ||||||
| PO BOX 14070 | LANSING | MI | 489014070 | 501(C)(3) | RELIGIOUS | $7,000 |
| BETHANY CHRISTIAN SERVICES | ||||||
| 12048 JAMES STREET | HOLLAND | MI | 49424 | 501(C)(3) | RELIGIOUS | $500 |
| HOLLAND RESCUE MISSION | ||||||
| 356 FAIRBANKS AVENUE | HOLLAND | MI | 49423 | 501(C)(3) | HUMAN SERVICES | $3,000 |
| HOPE COLLEGE | ||||||
| PO BOX 9000 | HOLLAND | MI | 49422 | 501(C)(3) | EDUCATION | $50,000 |
| TRINITY CHRISTIAN COLLEGE | ||||||
| 6601 W COLLEGE DRIVE | PALOS HEIGHTS | IL | 60463 | 501(C)(3) | EDUCATIONAL | $1,000 |
| HOLLAND CHRISTIAN SCHOOLS | ||||||
| 956 OTTAWA AVENUE | HOLLAND | MI | 49423 | 501(C)(3) | EDUCATIONAL | $5,000 |
| ZEELAND EDUCATION FOUNDATION | ||||||
| 183 W ROOSEVELT AVENUE | ZEELAND | MI | 49464 | 501(C)(3) | EDUCATIONAL | $1,000 |
| HOLLAND EDUCATION FOUNDATION | ||||||
| 320 W 24TH STREET | HOLLAND | MI | 49423 | 501(C)(3) | EDUCATIONAL | $1,000 |
| ZEELAND CHRISTIAN SCHOOLS | ||||||
| 334 W CENTRAL AVENUE | ZEELAND | MI | 49464 | 501(C)(3) | EDUCATIONAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $974 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$29,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,308 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,308 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,643 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MACATAWA BANK | 2008-06 | PURCHASE | 2014-06 | $19,530 | $30,395 | -$10,865 |
| FIRST EAGLE GLOBAL FUND | 2008-06 | PURCHASE | 2014-06 | $15,040 | $14,427 | $613 |
| JANUS TRITON FD | 2008-06 | PURCHASE | 2014-06 | $13,558 | $10,102 | $3,456 |
| MFS VALUE FUND | 2008-06 | PURCHASE | 2014-06 | $28,222 | $20,829 | $7,393 |
| NUVEEN SANTA BARBARA | 2008-06 | PURCHASE | 2014-06 | $14,376 | $11,759 | $2,617 |
| RIDGEWORTH MID CAP | 2008-06 | PURCHASE | 2014-06 | $10,487 | $8,695 | $1,792 |
| SCOUT INT'L FD | 2008-06 | PURCHASE | 2014-06 | $22,666 | $16,603 | $6,063 |
| T. ROWE PRICE GROWTH | 2008-06 | PURCHASE | 2014-06 | $47,726 | $30,064 | $17,662 |
| T. ROWE PRICE MID CAP | 2008-06 | PURCHASE | 2014-06 | $13,495 | $10,816 | $2,679 |
| FFCB | 2008-06 | PURCHASE | 2014-06 | $24,940 | $25,000 | -$60 |
| FHLMC MTN | 2008-06 | PURCHASE | 2014-06 | $24,445 | $24,573 | -$128 |
| GEN ELEC CAP MTN | 2008-06 | PURCHASE | 2014-06 | $24,845 | $25,148 | -$303 |
| DFA US MICRO CAP | 2008-06 | PURCHASE | 2014-06 | $2,450 | $2,061 | $389 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MACATAWA TRUST | ||
| CHARLES SCHWAAB | $295,230 | $309,378 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PINE ISLAND WALNUT CREEK | CategoryOrItemTxt |
| Cost Or Other Basis | $231,658 | CostOrOtherBasisAmt |
| Book Value | $231,658 | BookValueAmt |
| EOYFMV | $57,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL FEE | $20 | $20 |
| FIDUCIARY FEES | $3,193 | $3,193 |
Comments