JENNIE C STODDARD CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JENNIE C STODDARD CHARITABLE FOUNDATION (EIN 38-2937192)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-10-05
- IRS object ID
- 201512789349100356
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-05T11:32:05-05:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383185476 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEENSMA NOVOTNY PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W WEBSTER AVE SUITE 600 | AddressLine1Txt |
| City | MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494401243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382937192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIE C STODDARD CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENN | BusinessNameControlTxt |
| Phone | 6162333439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OTTAWA AVE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES STODDARD | PersonNm |
| Person Title | TRUSTEE/MANAGER | PersonTitleTxt |
| Phone | 6162333439 | PhoneNum |
| Signature | 2015-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER D STEENSMA | PreparerPersonNm |
| PTIN | P00060415 | PTIN |
| Phone | 2317285176 | PhoneNum |
| 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 | $235,903 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$6,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,447 | 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 |
| Accounting Fees Rev And Expnss | $1,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $224 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $896 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $530 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,426 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,997 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $95,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,544 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $155,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $269,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $235,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $269,123 | CapitalStockBOYAmt |
| Capital Stock EOY | $231,157 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $231,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $231,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $231,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $231,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 72,155.553 UNITS FRANKLIN HIGH INCOME FUND A | P | 2015-01-26 | $142,147 | $155,856 | -$13,709 | -$13,709 |
| 2,000 SHS ASTORIA FINANCIAL CORP | P | 2015-01-26 | $25,708 | $15,668 | $10,040 | $10,040 |
| 438 SHS HERCULES OFFSHORE | P | 2015-01-26 | $309 | $3,006 | -$2,697 | -$2,697 |
| 3,000 SHS RUBICON TECHNOLOGY INC | P | 2015-01-26 | $12,213 | $29,355 | -$17,142 | -$17,142 |
| 3,700 SHS TCF FINANCIAL CORP | P | 2015-01-26 | $55,315 | $47,366 | $7,949 | $7,949 |
| 90.289 UNITS DEUTSCHE GLOBAL INFRASTRUCT FND-INST | P | 2015-04-06 | $1,346 | $1,348 | -$2 | -$2 |
| 72.226 UNITS DIAMOND HILL LONG/SHORT-I | P | 2015-04-06 | $1,757 | $1,668 | $89 | $89 |
| 47.576 UNITS FIRST EAGLE GLOBAL I | P | 2015-04-06 | $2,601 | $2,511 | $90 | $90 |
| 102.662 UNITS JANUS TRITON FUND-I | P | 2015-04-06 | $2,614 | $2,382 | $232 | $232 |
| 170.281 UNITS MFS INTL VALUE-I | P | 2015-04-06 | $6,399 | $6,038 | $361 | $361 |
| 172.843 UNITS OPPENHEIMER INTL GROWTH FD-Y | P | 2015-04-06 | $6,456 | $6,065 | $391 | $391 |
| 147.641 UNITS PRINCIPAL GI R/E SEC-INS | P | 2015-04-06 | $1,438 | $1,417 | $21 | $21 |
| 154.781 UNITS RIDGEWORTH MID/CAP VALUE EQUITY FD-I | P | 2015-04-06 | $2,155 | $2,043 | $112 | $112 |
| 128.852 UNITS T ROWE PRICE GROWTH STK | P | 2015-04-06 | $7,122 | $6,685 | $437 | $437 |
| 55.989 UNITS T ROWE PRICE INST M/C EQ GRW | P | 2015-04-06 | $2,597 | $2,371 | $226 | $226 |
| 2,521.008 UNITS FEDERATED STRAT VAL DVD-INST | P | 2015-04-06 | $15,151 | $15,000 | $151 | $151 |
| CAPITAL GAINS DIVIDENDS | P | $38 | $38 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $287,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $260,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004498 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,734 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $239,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061467 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,089 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $286,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056186 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,090 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $279,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103981 | DistributionYr5Rt |
| Total Distribution | 0.276794 | TotalDistributionRt |
| Average Distribution | 0.055359 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $245,263 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,566 | 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 | $41 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $41 | TaxDueAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MACATAWA BANK | IndividualWithBooksNm |
| Phone | 6162333439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OTTAWA AVE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STANFORD C STODDARD | ||||||||
| 126 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHARLES C STODDARD | ||||||||
| 126 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA PEERY | ||||||||
| 126 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | 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 | $227,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41 | TotalTaxAmt |
| Distributable Before Adj | $12,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,222 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,566 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,131 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,544 | 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 | $3,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,005 | ExcessFromYear4Amt |
| Excess From Year3 | $3,131 | ExcessFromYear3Amt |
| Excess From Year1 | $372 | ExcessFromYear1Amt |
| Excess From Current Year | $16,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758541 | TOPEKA | KS | 66675 | NONE | UNRESTRICTED | $1,000 | |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 6439 | AMERICUS | GA | 317099952 | NONE | 2014 THANKSGIVING APPEAL | $250 | |
| UNICEF | |||||||
| PO BOX 96964 | WASHINGTON | DC | 200777399 | NONE | U.S. FUND FOR UNICEF | $500 | |
| SMITHSONIAN | |||||||
| PO BOX 96263 | WASHINGTON | DC | 200906263 | NONE | UNRESTRICTED | $300 | |
| THE LUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 9031 | PITTSFIELD | MA | 012029031 | NONE | 2014 ANNUAL FUND | $250 | |
| CITY RESCUE MISSION OF LANSING | |||||||
| 2216 S CEDAR STREET | LANSING | MI | 489103132 | NONE | UNRESTRICTED, MEN'S CENTER | $2,000 | |
| LAKE MICHIGAN ACADEMY | |||||||
| 2428 BURTON STREET SE | GRAND RAPIDS | MI | 495464806 | NONE | UNRESTRICTED | $4,000 | |
| SPECIAL OLYMPICS - MICHIGAN | |||||||
| PO BOX 795 | MOUNT PLEASANT | MI | 488040795 | NONE | UNRESTRICTED | $500 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231879910 | NONE | UNRESTRICTED | $500 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 1834 | MERRIFIELD | VA | 221168034 | NONE | UNRESTRICTED | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | NONE | UNRESTRICTED | $500 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 30393 | LANSING | MI | 489097893 | NONE | 2014 ANNUAL FUND, LAKESHORE DIVISION. | $500 | |
| GEORGE WASHINGTON'S MOUNT VERNON | |||||||
| PO BOX 240 | MOUNT VERNON | VA | 221210240 | NONE | UNRESTRICTED | $500 | |
| CAPTIAL AREA HUMANE SOCIETY | |||||||
| 7095 WEST GRAND RIVER AVENUE | LANSING | MI | 489069139 | NONE | UNRESTRICTED | $500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 30780 | LANSING | MI | 489098280 | NONE | CENTRAL AND NORTHERN MICHIGAN REGION. | $500 | |
| SALVATION ARMY | |||||||
| PO BOX 21062 | LANSING | MI | 489091062 | NONE | 2014 THANKSGIVING FUND DRIVE | $500 | |
| BOYS TOWN | |||||||
| 200 FLANAGAN BLVD/PO BOX 6000 | BOYS TOWN | NE | 680109988 | NONE | UNRESTRICTED | $500 | |
| CARE USA | |||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | NONE | UNRESTRICTED | $500 | |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE/PO BOX | CLARKSBURG | MD | 208711950 | NONE | UNRESTRICTED | $1,000 | 1950 |
| LDS PHILANTHROPIES | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | UNRESTRICTED | $12,340 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 | $6,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,966 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,120 | Amt |
| Net Investment Income | $224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $896 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TCF FINANCIAL CORP COM | $0 | $0 |
| ASTORIA FINL CORP COM | $0 | $0 |
| HERCULES OFFSHORE INC | $0 | $0 |
| RUBICON TECHNOLOGY | $0 | $0 |
| DEUTSCHE GLOBAL INFRASTRUCT FND-INST | $5,952 | $5,617 |
| DEUTSCHE X-TRACKERS MSCI EAFE HEDG | $8,367 | $8,116 |
| DIAMOND HILL LONG/SHORT-I | $5,632 | $5,966 |
| FIRST EAGLE GLOBAL I | $11,489 | $11,556 |
| JANUS TRITON FUND-I | $7,618 | $8,377 |
| MFS INTL VALUE-I | $3,962 | $4,219 |
| MFS VALUE FUND-I | $23,003 | $23,966 |
| OPPENHEIMER INTL GROWTH FD-Y | $3,935 | $4,269 |
| PRINCIPAL GI R/E SEC-INS | $5,883 | $5,680 |
| RIDGEWORTH M/C VAL EQTY-IS | $7,957 | $8,138 |
| T ROWE PRICE GROWTH STK | $22,315 | $25,107 |
| T. ROWE PRICE INST M/C EQ GRW | $7,629 | $8,533 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN HIGH INCOME CL A | FMV | $0 | $0 |
| BLACKROCK GNMA PORT-INST'L | FMV | $23,581 | $23,382 |
| FIDELITY ADV STRATEGIC INC-I | FMV | $13,905 | $13,756 |
| TEMPLETON GLOBAL BOND FUND-AD | FMV | $5,946 | $5,730 |
| VANGUARD INTM TERM TREAS-ADM | FMV | $27,057 | $26,757 |
| VANGUARD S/T INVESTMENT GRADE FD-ADM | FMV | $39,929 | $39,737 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $2,649 | Amt |
| Net Investment Income | $2,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $530 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $91 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments