BYRNE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION (EIN 38-3574869)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201412049349100611
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T15:49:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | 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 | 383574869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSEMARY BYRNE | InCareOfNm |
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 6168663461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 200 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ROCKFORD | City |
| State | MI | State |
| ZIP Code | 49341 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN BYRNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6168663461 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Noreen | PreparerPersonNm |
| Phone | 6167747000 | 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 | $142,743 | 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 | $99,424 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $424 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,965 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,093 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $546 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $547 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,332 | CashBOYAmt |
| Cash EOY | $1,654 | CashEOYAmt |
| Cash EOYFMV | $1,654 | CashEOYFMVAmt |
| Corporate Stock BOY | $38,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $41,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $41,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $135,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,201 | OtherIncreasesAmt |
| Subtotal | $135,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $135,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUTUAL A | P | 2004-07-29 | 2013-08-19 | $2,480 | $1,947 | $533 | $533 |
| GS GRW OPP C | P | 2001-02-07 | 2013-08-19 | $1,480 | $1,245 | $235 | $235 |
| GROWTH FD OF AMER A | P | 2007-12-12 | 2013-08-19 | $2,480 | $2,278 | $202 | $202 |
| CAPITAL GAIN DIVIDENDS | P | $1,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.236577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120902 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,943 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.195839 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.191494 | DistributionYr5Rt |
| Total Distribution | 0.824673 | TotalDistributionRt |
| Average Distribution | 0.164935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,547 | 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 | $23 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23 | SubtotalAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $76 | TotalPaymentsAndCreditsAmt |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $53 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY BYRNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168663461 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 BYRNE INDUSTRIAL DRIVE | AddressLine1 |
| City | ROCKFORD | City |
| State | MI | State |
| ZIP Code | 49341 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN BYRNE | ||||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| ROSEMARY BYRNE | ||||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| KELLY BEARDEN | ||||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,510 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $2,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,547 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,524 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,474 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,132 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,375 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,336 | ExcessFromYear4Amt |
| Excess From Year3 | $1,474 | ExcessFromYear3Amt |
| Excess From Year2 | $3,540 | ExcessFromYear2Amt |
| Excess From Year1 | $8,475 | ExcessFromYear1Amt |
| Excess From Current Year | $7,132 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN BYRNE | ContributingManagerNm |
| Contributing Manager | ROSEMARY BYRNE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARLENE WARWICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 BYRNE INDUSTRIAL DRIVE | AddressLine1 |
| City | ROCKFORD | City |
| State | MI | State |
| ZIP Code | 49341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6168663461 | RecipientPhoneNum |
| Form And Info And Materials | BYRNE FAMILY FOUNDATION SCHOLARSHIP APPLICATION FORM APPLICATION SHOULD INCLUDE PERSONAL DATA, ACADEMIC DATA, SERVICE DATA, WORK EXPERIENCE DATA, COLLEGE AND VOCATIONAL DATA, AND FINANCIAL NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 OF THE SCHOOL YEAR PRECEDING THE SCHOOL YEAR WITH RESPECT TO WHICH THE FUNDS ARE TO BE APPLI | SubmissionDeadlinesTxt |
| Restrictions On Awards | A CANDIDATE MUST BE A SENIOR AND PROSPECTIVE GRADUATE OF LOWELL HIGH SCHOOL, HAVE MAINTAINED A CUMULATIVE GRADE POINT AVERAGE OF 2.0/4.0 OR BETTER FOR THE LAST TWO YEARS OF HIGH SCHOOL, AND DEMONSTRATE ALL AROUND ABILITY THROUGH PARTICIPATION IN SCHOOL AND COMMUNITY ACTIVITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JACEY CULROSS | |||||||
| 6930 WILDWOOD PARK DRIVE | SARANAC | MI | 48881 | NONE | INDIVIDUAL | SCHOLARSHIP FERRIS STATE | $2,000 |
| ALEXANDER BARR | |||||||
| 11700 VERGENNES | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP GRAND RAPIDS COMMUNITY COLLEGE | $2,000 |
| BLAKE HAYES | |||||||
| 624 RIVERSIDE DR | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP CENTRAL MICHIGAN UNIVERSITY | $2,000 |
| GRANT BREUKER | |||||||
| 4391 CAUSEWAY DRIVE NE | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP CEDARVILLE UNIVERSITY | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,965 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NORMAN AND ROSEMARY BYRNE | |||||||
| 1 | PO BOX 200 | ROCKFORD | MI | 49341 | $1,093 | Yes (X) | |
| NORMAN AND ROSEMARY BYRNE | |||||||
| 2 | PO BOX 200 | ROCKFORD | MI | 49341 | $98,331 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ONEOK INC NEW SENIOR NOTES | $70 | 2013-12-27 |
| 2 | TIME WARNER INC NOTE | $28 | 2013-12-27 |
| 2 | ONEOK INC NEW SENIOR NOTES | $70,385 | 2013-12-30 |
| 2 | TIME WARNER INC NOTE | $27,848 | 2013-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE PAID | CategoryTxt |
| Amt | $1,093 | Amt |
| Net Investment Income | $546 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $547 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VALUE | $5,204 | $6,300 |
| AMERICAN MUTUAL FUND CLASS A | $6,379 | $8,673 |
| AMERICAN GROWTH FUND CLASS A | $10,590 | $12,459 |
| EUROPACIFIC GROWTH FUND | $5,844 | $7,664 |
| GOLDMAN SACHS GROWTH OPP. | $6,608 | $8,074 |
| ONEOK INC NEW SENIOR NOTES CPN | $71,669 | $70,158 |
| TIME WARNER INC NOTE CPN | $27,887 | $27,761 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TO TAX DIFFERENCE | Description |
| Amount | $2,201 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $14 | Amt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
Comments