WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349102256
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T14:40:47-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | 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 | 367236926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2313526650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1 |
| City | FRANKFORT | City |
| State | MI | State |
| ZIP Code | 49635 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2313526650 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE M KANE | PreparerPersonNm |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $865,651 | 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 | $100,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,376 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,632 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,486 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $210 | AcctRcvblAmt |
| Acct Rcvbl BOY | $210 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $210 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $210 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $490,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $571,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $789,955 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $585,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $647,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $865,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$192,251 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$129,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $585,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $647,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $585,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $647,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $585,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $647,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $647,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS FMC CORP | P | 2008-12-12 | 2013-06-24 | $61,311 | $22,406 | $38,905 | $38,905 |
| 500 SHS FMC CORP | P | 2008-12-12 | 2013-12-31 | $37,622 | $11,203 | $26,419 | $26,419 |
| 1680.67 SHS MANAGERS SKYLINE | P | 1999-08-10 | 2013-03-08 | $50,000 | $36,001 | $13,999 | $13,999 |
| 495.54 SHS VANGUARD TOTAL STOCK | P | 2001-02-27 | 2013-06-05 | $20,000 | $14,368 | $5,632 | $5,632 |
| CAPITAL GAINS DIVIDENDS | P | $8,088 | $8,088 | $8,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,043 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,315 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $633,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $641,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.203606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $701,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.114803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,666 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $684,350 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109105 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $792,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031644 | DistributionYr5Rt |
| Total Distribution | 0.529113 | TotalDistributionRt |
| Average Distribution | 0.105823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $750,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,037 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $2,115 | 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 | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BECK | IndividualWithBooksNm |
| Phone | 2313526650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE | AddressLine1 |
| City | FRANKFORT | City |
| State | MI | State |
| ZIP Code | 49635 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PATRICIA A BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $722,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $762,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $762,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $750,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,541 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,541 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,075 | TotalTaxAmt |
| Distributable Before Adj | $35,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $40,656 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,638 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,409 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $199,444 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,699 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,143 | 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 | $237,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,656 | ExcessFromYear4Amt |
| Excess From Year3 | $45,638 | ExcessFromYear3Amt |
| Excess From Year2 | $98,741 | ExcessFromYear2Amt |
| Excess From Year1 | $14,409 | ExcessFromYear1Amt |
| Excess From Current Year | $37,699 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | EXEMPT ORGANIZATION | MEDICAL | $500 |
| BAYSIDE ACADEMY | ||||||
| 303 DRYER AVE | DAPHNE | AL | 36562 | PUBLIC CHARITY | COMMUNITY | $500 |
| BENZIE AREA CHRISTIAN NEIGHBORS - BACN | ||||||
| 2804 BENZIE HEY PO BOX 93 | BENZONIA | MI | 49616 | PUBLIC CHARITY | COMMUNITY | $3,000 |
| BENZIE COUNTY COMMUNITY CHEST | ||||||
| PO BOX 713 | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| BENZIE HOME HEALTH CARE | ||||||
| 10540 MAIN STREET | HONOR | MI | 49640 | PUBLIC CHARITY | MEDICAL | $750 |
| BETSIE VALLEY TRAIL | ||||||
| PO BOX 474 | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| BOYS HOPE GIRLS HOPE | ||||||
| PO BOX 21085 | DETROIT | MI | 48221 | PUBLIC CHARITY | COMMUNITY | $5,000 |
| BOYS TOWN | ||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | EXEMPT ORGANIZATION | COMMUNITY | $50 |
| CATHOLIC APPEAL | ||||||
| 835 NORTH RUSH STREET | CHICAGO | IL | 60611 | EXEMPT ORGANIZATION | COMMUNITY | $100 |
| CITY OF FRANKFORT | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $750 |
| CRYSTAL LAKE & WATERSHED ASSOCIATION | ||||||
| 7799 CRYSTAL DRIVE | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $500 |
| CSA EDUCATION FUND | ||||||
| 9758 E HIGHLAND ROAD | HOWELL | MI | 48843 | EXEMPT ORGANIZATION | COMMUNITY | $1,000 |
| FRANKFORT AREA LAND CONSERVANCY | ||||||
| PO BOX 1526 | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $2,400 |
| FRANKFORT CHAMBER OF COMMERCE | ||||||
| 517 MAIN STREET | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $500 |
| FRIENDS OF POINT BETSIE LIGHTHOUSE | ||||||
| 3701 POINT BETSIE ROAD | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $13,000 |
| HOLY TRINITY ENDOWMENT | ||||||
| 1218 WEST ADDISON STREET | CHICAGO | IL | 60613 | PUBLIC CHARITY | COMMUNITY | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||
| 4000 MICHIGAN | INTERLOCHEN | MI | 49643 | EXEMPT ORGANIZATION | COMMUNITY | $1,000 |
| MAKE A WISH | ||||||
| 648 MONROE AVE NW SUITE 104 | GRAND RAPIDS | MI | 49503 | EXEMPT ORGANIZATION | COMMUNITY | $3,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | EXEMPT ORGANIZATION | EDUCATION | $1,000 |
| OLIVER ART CENTER | ||||||
| 132 COAST GUARD ROAD | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $13,600 |
| PAUL OLIVER HOSPITAL | ||||||
| 224 PARK AVENUE | FRANKFORT | MI | 49635 | PUBLIC CHARITY | MEDICAL | $2,000 |
| SALVATION ARMY | ||||||
| 1239 BARLOW | TRAVERSE CITY | MI | 49686 | PUBLIC CHARITY | COMMUNITY | $100 |
| SITEMAN CANCER CENTER | ||||||
| 660 S EUCLID AVE | ST LOUIS | MO | 63110 | PUBLIC CHARITY | MEDICAL | $1,000 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | MEDICAL | $600 |
| ST ANSELM PARISH | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | EXEMPT ORGANIZATION | COMMUNITY | $9,250 |
| ST ANSELM HOLY TRINITY SCHOLARSHIP FUND | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | EXEMPT ORGANIZATION | COMMUNITY | $100 |
| ST JOESPH ACADEMY | ||||||
| 1267 ESIENA HEIGHTS DR | ADRIAN | MI | 49221 | PUBLIC CHARITY | COMMUNITY | $200 |
| ST LOUIS PRIORY | ||||||
| 500 S MASON ROAD | CREVE COEUR | MO | 63141 | EXEMPT ORGANIZATION | COMMUNITY | $4,500 |
| ST LOUIS SYMPHONY | ||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | PUBLIC CHARITY | COMMUNITY | $200 |
| ST LUKE'S HOSPITAL | ||||||
| 700 COOPER AVENUE | SAGINAW | MI | 48602 | PUBLIC CHARITY | MEDICAL | $500 |
| ST PATRICK'S CENTER | ||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | PUBLIC CHARITY | COMMUNITY | $250 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | COMMUNITY | $800 |
| VILLA DUCHESNE SCHOOL | ||||||
| 801 S SPOEDE ROAD | ST LOUIS | MO | 63131 | PUBLIC CHARITY | EDUCATION | $500 |
| VISITATION ACADEMY | ||||||
| 3020 N BALLAS ROAD | ST LOUIS | MO | 63131 | PUBLIC CHARITY | EDUCATION | $1,000 |
| WRITERS' THEATER | ||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | PUBLIC CHARITY | COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,650 | 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 | $12,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,625 | 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 |
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 | WILLIAM F BECK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1 |
| City | FRANKFURT | City |
| State | MI | State |
| ZIP Code | 49635 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,360 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,000 SHS FMC TECHNOLOGIES (FTI), A PUBLICLY TRADED SECURITY TRADED ON THE NEW YORK STOCK EXCHANGE. | NoncashPropertyDesc |
| Fair Market Value | $100,360 | FairMarketValueAmt |
| Received | 2013-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $571,892 | EOYBookValueAmt |
| EOYFMV | $789,955 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $147 | Amt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |