GEENEN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GEENEN FAMILY FOUNDATION (EIN 38-3534246)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201411349349100636
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T08:47:01-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEENEN AND KOLEAN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1246 SOUTH RIVER AVENUE SUITE 201AddressLine1
CityHOLLANDCity
StateMIState
ZIP Code49423ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383534246EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEENEN FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2C/O CHARLES GEENENBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlGEENBusinessNameControlTxt
Phone6163964950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11276 BEACH DRAddressLine1
CityHOLLANDCity
StateMIState
ZIP Code49423ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES GEENENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6163964950PhoneNum
Signature2014-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A JOHNSONPreparerPersonNm
PTINP00417328PTIN
Phone6163930398PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$992,461FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,272InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,272InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,206DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,838NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$586,397GrossSalesPriceAmt
Total Rev And Expnss$1,640TotalRevAndExpnssAmt
Total Net Invst Incm$10,478TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$2,426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,426OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,426TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$193,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$193,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,826TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,426TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$193,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$194,186ExcessRevenueOverExpensesAmt
Net Investment Income$8,052NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$190,189CashBOYAmt
Cash EOY$549,361CashEOYAmt
Cash EOYFMV$549,361CashEOYFMVAmt
Corporate Stock BOY$151,160CorporateStockBOYAmt
Corporate Stock EOY$257,147CorporateStockEOYAmt
Corporate Stock EOYFMV$295,100CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$351,291InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$802,891LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$351,291LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$148,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$207,745OtherInvestmentsBOYAmt
Total Assets BOY$1,351,985TotalAssetsBOYAmt
Total Assets EOY$1,157,799TotalAssetsEOYAmt
Total Assets EOYFMV$992,461TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,351,985RetainedEarningBOYAmt
Retained Earning EOY$1,157,799RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,351,985TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,157,799TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,351,985TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,157,799TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,351,985TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$194,186ExcessRevenueOverExpensesAmt
Subtotal$1,157,799SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,157,799TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD SALEP2008-06-302013-11-11$142,466$109,652$32,814$32,814
PINE ISLAND SALEP2008-06-302013-06-30$296,700$299,142-$2,442-$2,442
WALNUT CREEK SALEP2008-06-302013-06-30$140,283$186,441-$46,158-$46,158
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,838CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,584AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,067,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066116DistributionYr1Rt
Adjusted Qlfy Distri Yr2$69,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,170,496NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059697DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,832AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,307,939NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061801DistributionYr3Rt
Adjusted Qlfy Distri Yr4$59,978AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,528,948NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039228DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,701,659NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.011753DistributionYr5Rt
Total Distribution0.238595TotalDistributionRt
Average Distribution0.047719AverageDistributionRt
Net Vl Noncharitable Assets$1,068,885NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,006AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$81NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,087AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$193,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$81InvestmentIncomeExciseTaxAmt
Subtotal$81SubtotalAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$140EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$140TotalPaymentsAndCreditsAmt
Overpayment$59OverpaymentAmt
Applied To ES Tax$59AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES GEENENIndividualWithBooksNm
Phone6163964950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11276 BEACH DRAddressLine1
CityHOLLANDCity
StateMIState
ZIP Code49423ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES GEENEN
1276 BEACH DRHOLLANDMI49423PRES, TREAS1.00$0$0$0
JULIE GEENEN
1276 BEACH DRHOLLANDMI49423DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$356,350AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$370,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$358,550FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,085,162TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,085,162AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,277CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,068,885NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Tax$81TotalTaxAmt
Distributable Before Adj$53,363DistributableBeforeAdjAmt
Distributable Before Ded$53,363DistributableBeforeDedAmt
Distributable As Adjusted$53,363DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$193,400ExpensesAndContributionsAmt
Qualifying Distributions$193,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$81PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$193,319AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,363DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$14,391ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,391TotalExcessDistributionCyovAmt
Qualifying Distributions$193,400QualifyingDistributionsAmt
Applied To Current Year$53,363AppliedToCurrentYearAmt
Remaining Distri From Corpus$140,037RemainingDistriFromCorpusAmt
Total Corpus$154,428TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$154,428ExcessDistriCyovToNextYrAmt
Excess From Year1$14,391ExcessFromYear1Amt
Excess From Current Year$140,037ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OUTDOOR DISCOVERY
4214 56TH STREETHOLLANDMI49423501(C)(3)EDUCATIONAL$20,000
JUBILEE MINISTRIES
96 WEST 15TH STREETHOLLANDMI49423501(C)(3)HOUSING ASSISTANCE$5,000
AMERICAN FRIENDS OF BEAUTIFUL GATE
6950 EDISON AVENUECHINOCA91710501(C)(3)RELIGIOUS$20,000
HOPE COLLEGE
PO BOX 9000HOLLANDMI49422501(C)(3)EDUCATION$50,000
BENJAMIN'S HOPE
15468 RILEY STREETPARK TOWNSHIPMI49424501(C)(3)RELIGIOUS$50,000
HOLLAND CHRISTIAN SCHOOLS
956 OTTAWA AVENUEHOLLANDMI49423501(C)(3)EDUCATIONAL$31,400
EVERGREEN COMMONS
480 STATE STREETHOLLANDMI49423501(C)(3)HUMAN SERVICES$17,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$193,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,272ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,206ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$15,786ExclusionAmt
Related Or Exempt Function Incm$6,948RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$5,308ExclusionAmt
Related Or Exempt Function Incm$6,948RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,640TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

CHARLES GEENEN
JULIE GEENEN

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MACATAWA TRUST$257,147$295,100
.

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemPINE ISLAND WALNUT CREEKCategoryOrItemTxt
Cost Or Other Basis$351,291CostOrOtherBasisAmt
Book Value$351,291BookValueAmt
EOYFMV$148,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCd
VANGUARD 500 INDEX FUNDAT COST
MACATAWA NOTEAT COST

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MICHIGAN ANNUAL FEE$20$20
MISC EXPENSES$145$145
FIDUCIARY FEES$2,261$2,261

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