RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349100405
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T07:45:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DR NE STE 310 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49546 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383267368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6168741732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6168741732 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC A RYAN | PreparerPersonNm |
| PTIN | P01388772 | PTIN |
| Phone | 6169426440 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,698,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,805 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,230 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,557 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $509 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,103 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,070,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,046,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,623,889 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,157,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,121,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,698,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,157,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,121,187 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,157,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,121,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,157,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,121,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,157,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,121,187 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,121,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INFLATION PROCTED SEC ADM | P | 2012-06-30 | 2013-02-27 | $222,666 | $224,552 | -$1,886 | -$1,886 |
| AMAZON.COM INC | P | 2006-12-11 | 2013-02-19 | $21,388 | $2,097 | $19,291 | $19,291 |
| AMETEK INC NEW | P | 2004-06-30 | 2013-12-19 | $3,732 | $230 | $3,502 | $3,502 |
| DFA INTERNATIONAL CORE EQUITY | P | 2008-11-20 | 2013-12-19 | $32,375 | $17,775 | $14,600 | $14,600 |
| DFA US CORE EQUITY II | P | 2012-05-16 | 2013-06-26 | $245,850 | $182,213 | $63,637 | $63,637 |
| GILEAD SCIENCES INC. | P | 2005-10-15 | 2013-12-19 | $11,730 | $1,893 | $9,837 | $9,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,289 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,886 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,403,431 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043654 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,732 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,522,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075230 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $156,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,363,981 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,194 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,121,079 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,463,150 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059246 | DistributionYr5Rt |
| Total Distribution | 0.327561 | TotalDistributionRt |
| Average Distribution | 0.065512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,419,441 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,502 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,470 | 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 | $1,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,567 | SubtotalAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $1,686 | OverpaymentAmt |
| Applied To ES Tax | $1,686 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD H BROWN | IndividualWithBooksNm |
| Phone | 6166179700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | 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 | $2,382,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,456,285 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,456,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,419,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,567 | TotalTaxAmt |
| Distributable Before Adj | $119,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,470 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $193,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,567 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $191,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,405 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,172 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,058 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $201,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,470 | QualifyingDistributionsAmt |
| Applied To Current Year | $119,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,065 | RemainingDistriFromCorpusAmt |
| Total Corpus | $275,985 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $252,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,172 | ExcessFromYear4Amt |
| Excess From Year3 | $39,761 | ExcessFromYear3Amt |
| Excess From Year2 | $66,058 | ExcessFromYear2Amt |
| Excess From Current Year | $74,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166179700 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||||
| PO BOX 560887 | DALLAS | TX | 75356 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| BLUE LAKE FINE ARTS CAMP | |||||||||
| 300 E CRYSTAL LAKE ROAD | TWIN LAKE | MI | 49457 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| CONDUCTIVE LEARNING CENTER-AQUINAS | |||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | COLLEGE OF ENG.TOOLBOX PROGRAM | $50,000 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | MECHANICAL ENGINEERING ENDOWMENT | $60,000 | UNIVERSITY ADVANCEMENT | |
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | WOMEN'S GOLF | $5,000 | UNIVERSITY ADVANCEMENT | |
| SAFE HAVEN OF MICHIGAN | |||||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | SUITE 335 | |
| UNITED WAY OF LEE HENDRY & GLADES | |||||||||
| 7273 CONCOURSE DRIVE | FORT MEYERS | FL | 33908 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $8,000 | KEEL CLUB | |
| AMERICAN FOUND FOR SUICIDE PREVENT | |||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | 29TH FLOOR | |
| CIVIL WAR TRUST | |||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | SUITE 900 | |
| IONIA COUNTY COMMUNITY FOUNDATION | |||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| MEL TROTTER MINISTRIES | |||||||||
| 225 COMMERCE AVENUE SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| HABITAT FOR HUMANITY | |||||||||
| 121 HABITAT ST | AMERICUS | GA | 317093498 | NONE | 501(C)(3) | GLOBAL IMPACT FUND | $5,000 | ||
| SALVATION ARMY | |||||||||
| 10291 MCGREGOR BOULEVARD | FORT MYERS | FL | 33919 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $8,000 | ||
| MERCY SHIPS | |||||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 757712020 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $10,000 | ||
| JOHN BALL ZOO SOCIETY | |||||||||
| PO BOX 2506 | GRAND RAPIDS | MI | 495012506 | NONE | 501(C)(3) | SUPPORT FOREVER FUND | $1,000 | ||
| GRAND VALLEY STATE UNIVERSITY | |||||||||
| 301 MICHIGAN ST NE | GRAND RAPIDS | MI | 495011945 | NONE | 501(C)(3) | SUPPORT ENDOWMENT FUND | $1,000 | SUITE 100 - PO BOX 1945 | |
| WGVU PUBLIC MEDIA | |||||||||
| 301 FULTON ST W | GRAND RAPIDS | MI | 495046492 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | GRAND VALLEY STATE UNIVERSITY | |
| NEW ENGLAND HISTORIC GENEALOGICAL S | |||||||||
| 99-101 NEWBURY STREET | BOSTON | MA | 021163007 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | AMERICAN ANCESTORS | |
| VAN ANDEL INSTITUTE | |||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 488421046 | NONE | 501(C)(3) | INSTITUTE FOR ENG., SCIENCE & HEALTH | $10,000 | ||
| BONITA SPRINGS ASSISTANCE OFFICE | |||||||||
| 25300 BERNWOOD DR 6 | BONITA SPRINGS | FL | 34135 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,645 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR MRS RICHARD H BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,805 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $35,805 | FairMarketValueAmt |
| Received | 2013-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,450 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| RICHARD H BROWN |
| CHARLES C BROWN |
| NANCY BROWN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFIEX - DFA INT'L CORE EQUITY | $179,486 | $338,521 |
| DFCEX - DFA EMERGING MKTS CORE EQUIT | $87,252 | $148,052 |
| DFQTX - DFA US CORE EQUITY II | $670,926 | $977,526 |
| VBTSX - VANGUARD TOTAL BOND MARKET I | $273,091 | $262,224 |
| VBTSX - VANGUARD INFLATION PROCTED S | ||
| DFGEX - DFA GLOBAL REAL ESTATE SEC | $85,546 | $152,924 |
| VSGDX - VANGUARD SHORT TERM FEDERAL | $220,885 | $217,824 |
| DFGBX - DIMENSIONAL ADV GLOBAL FIX I | $261,125 | $263,346 |
| VTIP - VANGUARD MALVER FDS SHORT-TER | $267,773 | $263,472 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL REPORT | $20 | $20 |
| OTHER EXPENSES | $181 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAND WEALTH MANAGEMENT | CategoryTxt |
| Amt | $6,557 | Amt |
| Net Investment Income | $6,557 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $509 | $509 |
| FEDERAL INCOME TAXES | $3,900 |
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