BERNARD & DOROTHY HAMSTRA CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD & DOROTHY HAMSTRA CHARITABLE FOUNDATION (EIN 22-3285822)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349103652
- 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
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T16:49:48-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223006104 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDALONI NYDICK & KEENAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 COLUMBIA TURNPIKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 223285822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD AND DOROTHY HAMSTRA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 9082327068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 ST MARKS AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH BENNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9082327068 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP KEENAN | PreparerPersonNm |
| PTIN | P00085628 | PTIN |
| Phone | 9738228080 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,280,961 | 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 | $56,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $600,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $670 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $845 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,209 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,998,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,953,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,245,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,013,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,989,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,280,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,013,707 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,989,084 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,013,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,989,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,013,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,989,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,013,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,989,084 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,989,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14826.498 SHS HARBOR COMMODITY REAL RETURN STRAT FD | P | 2014-04-03 | 2014-10-08 | $83,770 | $94,000 | -$10,230 | -$10,230 |
| 291.867 SHS PERKINS MID CAP VALU E FD | P | 2013-12-19 | 2014-04-03 | $7,046 | $6,567 | $479 | $479 |
| 3566.220 SHS PIMCO COMMODITY REAL RET STRAT FD | P | 2013-07-08 | 2014-04-03 | $20,969 | $23,583 | -$2,614 | -$2,614 |
| 304.609 SHS RUSSELL EMERGING MKT FD | P | 2013-09-20 | 2014-04-03 | $5,507 | $5,576 | -$69 | -$69 |
| 1887.710 SHS HARBOR BOND FUND | P | 2013-07-08 | 2014-10-08 | $23,106 | $22,710 | $396 | $396 |
| 95.517 SHS PERKINS MID CAP VALUE FD | P | 2012-12-20 | 2014-04-03 | $2,306 | $2,149 | $157 | $157 |
| 248.139 SHS NORTHERN SMALL CAP VAL FD | P | 2012-12-04 | 2014-10-08 | $5,000 | $4,163 | $837 | $837 |
| 12699.993 SHS PIMCO COMMODITY REAL RET STRAT FD | P | 2013-03-21 | 2014-04-03 | $74,676 | $83,983 | -$9,307 | -$9,307 |
| 28.055 SHS RUSSELL EMERGING MKT FD | P | 2012-12-26 | 2014-04-03 | $507 | $514 | -$7 | -$7 |
| 502.212 SHS VANGUARD MORGAN GR FD | P | 2012-12-04 | 2014-10-08 | $42,000 | $31,335 | $10,665 | $10,665 |
| 647.302 SHS FIDELITY ADVISOR MID CAP II | P | 2007-07-27 | 2014-04-03 | $13,700 | $11,511 | $2,189 | $2,189 |
| 9301.94 SHS HARBOR BOND FUND | P | 2011-12-16 | 2014-10-08 | $113,856 | $116,516 | -$2,660 | -$2,660 |
| 2379.723 SHS PERKINS MID CAP VALUE FD | P | 2011-12-22 | 2014-04-03 | $57,447 | $40,137 | $17,310 | $17,310 |
| 2839.115 SHS RUSSELL EMERGING MKT FD | P | 2011-12-27 | 2014-04-03 | $51,331 | $60,102 | -$8,771 | -$8,771 |
| 1827.842 SHS VANGUARD VALUE INDEX FD | P | 2009-07-15 | 2014-10-08 | $60,000 | $30,848 | $29,152 | $29,152 |
| CAPITAL GAINS DIVIDENDS | P | $39,055 | $39,055 | $39,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,288,829 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,092 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,177,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,192,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,884,084 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051860 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,888,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039401 | DistributionYr5Rt |
| Total Distribution | 0.231622 | TotalDistributionRt |
| Average Distribution | 0.046324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,261,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,747 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,022 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,679 | 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 | $1,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,095 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,095 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $72 | OverpaymentAmt |
| Applied To ES Tax | $72 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH H BENNETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082327068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 ST MARKS AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | 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 |
|---|---|---|---|---|---|---|---|---|
| FAITH H BENNETT | ||||||||
| 629 ST MARKS AVENUE | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| FRANCES HAMSTRA | ||||||||
| 224 N GREEN STONE DR SE | GRAND RAPIDS | MI | 49546 | TRUSTEE | 1.00 | $3,500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,270,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,295,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,295,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,261,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,022 | TotalTaxAmt |
| Distributable Before Adj | $112,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,679 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,679 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,022 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,657 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,203 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $120,679 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $112,037 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $112,037 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,481 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,475 | ExcessFromYear4Amt |
| Excess From Year2 | $124 | ExcessFromYear2Amt |
| Excess From Year1 | $7,203 | ExcessFromYear1Amt |
| Excess From Current Year | $120,679 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACK TO GOD MINISTRIES INTERNATIONAL | |||||||
| 6555 WEST COLLEGE DRIVE | PALOS HEIGHTS | IL | 60643 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $6,054 |
| CALVIN CHRISTIAN REFORMED CHURCH | |||||||
| 700 ETHEL AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $15,000 |
| CALVIN COLLEGE | |||||||
| 3201 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $28,000 |
| CALVIN THEOLOGICAL SEMINARY | |||||||
| 3233 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $16,800 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 40555 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $2,500 |
| CHRISTIAN HEALTH CARE CENTER | |||||||
| 301 SICOMAC AVENUE | WYCKOFF | NJ | 07481 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| CROSSROAD BIBLE INSTITUTE | |||||||
| PO BOX 900 | GRAND RAPIDS | MI | 49509 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| FURNITURE ASSIST | |||||||
| 555 MOUNT PROSPECT AVE | NEWARK | NJ | 07104 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $6,000 |
| INTERNATIONAL AID | |||||||
| 17011 HICKORY STREET | SPRING LAKE | MI | 49456 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $3,000 |
| PLAINFIELD COMMUNITY OUTREACH INC | |||||||
| 600 CLEVELAND AVENUE | PLAINFIELD | NJ | 07060 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $3,000 |
| PRESBYTERIAN CHURCH | |||||||
| 140 MOUNTAIN AVENUE | WESTFIELD | NJ | 07090 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $325 |
| WEDGEWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| WORLD RENEW US | |||||||
| 2850 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49560 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $5,000 |
| ZUNI CHRISTIAN MISSION SCHOOL | |||||||
| PO BOX 445 | ZUNI | NM | 87327 | NONE | PUBLIC CHARITY | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,679 | 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 | $56,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,582 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,561 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), BERNARD AND DOROTHY HAMSTRA CHARITABLE FOUNDATION, 629 ST MARKS AVENUE, WESTFIELD, NJ 07090, EIN: 22-3285822 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), BERNARD AND DOROTHY HAMSTRA CHARITABLE FOUNDATION, 629 ST MARKS AVENUE, WESTFIELD, NJ 07090, EIN: 22-3285822 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHWESTERN MUTUAL | StockNm |
| EOY Book Value | $1,953,875 | EOYBookValueAmt |
| EOYFMV | $2,245,752 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $1,596 | $1,596 | $0 |
| DUES | $725 | $725 | $0 |
| INVESTMENT FEES | $13,719 | $13,719 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $670 | $670 | $0 |
| FEDERAL EXCISE | $2,000 | $0 | $0 |
Comments