BETA

HANSEN CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HANSEN CHARITABLE FOUNDATION (EIN 38-3350783)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-16
IRS object ID
201421679349100007
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)
Return2014-06-16T08:51:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383350783EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HANSEN CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% RICHARD HANSENInCareOfNm
Business Name ControlHANSBusinessNameControlTxt
Phone6164591171PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15775 STONEBRIDGEAddressLine1
Address Line2SuiteAddressLine2
CityGRANDVILLECity
StateMIState
ZIP Code49418ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD HANSENPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6164591171PhoneNum
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel FullerPreparerPersonNm
Phone6167747000PhoneNum
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$1,490,085FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,012,678ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$20,344NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,060,618GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,009,689CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,001,929TotalRevAndExpnssAmt
Total Net Invst Incm$1,019,284TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,063AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,062AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$163TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,082TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,308TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,226TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,082TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$971,621ExcessRevenueOverExpensesAmt
Net Investment Income$1,018,058NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$282,227CorporateStockBOYAmt
Corporate Stock EOY$1,271,901CorporateStockEOYAmt
Corporate Stock EOYFMV$1,368,559CorporateStockEOYFMVAmt
Corporate Bonds BOY$77,273CorporateBondsBOYAmt
Corporate Bonds EOY$30,176CorporateBondsEOYAmt
Corporate Bonds EOYFMV$30,855CorporateBondsEOYFMVAmt
Other Investments BOY$61,627OtherInvestmentsBOYAmt
Other Investments EOY$90,671OtherInvestmentsEOYAmt
Other Investments EOYFMV$90,671OtherInvestmentsEOYFMVAmt
Total Assets BOY$421,127TotalAssetsBOYAmt
Total Assets EOY$1,392,748TotalAssetsEOYAmt
Total Assets EOYFMV$1,490,085TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$643CapitalStockBOYAmt
Capital Stock EOY$643CapitalStockEOYAmt
Retained Earning BOY$420,484RetainedEarningBOYAmt
Retained Earning EOY$1,392,105RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$421,127TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,392,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$421,127TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,392,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$421,127TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$971,621ExcessRevenueOverExpensesAmt
Subtotal$1,392,748SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,392,748TotNetAstOrFundBalancesEOYAmt

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
PERRIGO COMPANY CMN - MERGERD1986-12-312013-12-19$1,009,772$929$1,008,843$1,008,843
US TREASURY NOTE 0.375% 7/31/13P2012-01-132013-07-31$50,000$50,000
CAPITAL GAIN DIVIDENDSP$846
FieldValueIRS element (for citing)
Capital Gain Net Income$1,009,689CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,753AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$441,458NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069662DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$440,250NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056547DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$403,321NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049588DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,930AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$306,364NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065053DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,887AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$375,089NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061018DistributionYr5Rt
Total Distribution0.301868TotalDistributionRt
Average Distribution0.060374AverageDistributionRt
Net Vl Noncharitable Assets$511,098NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,857AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,181NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,038AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,082QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,361InvestmentIncomeExciseTaxAmt
Subtotal$20,361SubtotalAmt
Tax Based On Investment Income$20,361TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$21,000AppliedToEsTaxAmt
Total Payments And Credits$21,028TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Overpayment$665OverpaymentAmt
Applied To ES Tax$665AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD HANSENBusinessNameLine1
FieldValueIRS element (for citing)
Phone6164591171PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15775 STONEBRIDGEAddressLine1
CityGRANDVILLECity
StateMIState
ZIP Code49418ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD G HANSEN
5775 STONEBRIDGEGRANDVILLEMI49418PRES/DIRECTOR/TREAS1.0$0$0$0
SANDRA E HANSEN
5775 STONEBRIDGEGRANDVILLEMI49418VP/SECRETARY/DIRECTO1.0$0$0$0
RICHARD R HANSEN
2442 36 TH STALLEGANMI49010DIRECTOR1.0$0$0$0
ELIZABETH A HANSEN
383 SACKET STBROOKLYNNY11231DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$431,826AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$518,881TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$518,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,783CashDeemedCharitableAmt
Net Vl Noncharitable Assets$511,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,555MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,555MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,361TaxBasedOnInvestmentIncomeAmt
Total Tax$20,361TotalTaxAmt
Distributable Before Adj$5,194DistributableBeforeAdjAmt
Distributable Before Ded$5,194DistributableBeforeDedAmt
Distributable As Adjusted$5,194DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,082ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$29,082QualifyingDistributionsAmt
Adjusted Qualifying Distri$29,082AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,194DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr1$6,317ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,317TotalExcessDistributionCyovAmt
Qualifying Distributions$29,082QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$5,194AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,888RemainingDistriFromCorpusAmt
Total Corpus$30,205TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,205ExcessDistriCyovToNextYrAmt
Excess From Year1$6,317ExcessFromYear1Amt
Excess From Current Year$23,888ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD G HANSENContributingManagerNm
Contributing ManagerSANDRA E HANSENContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEST MICHIGAN LAND CONSERVANCY
1345 MONROE AVE NW STE 324GRAND RAPIDSMI49505NONEPCGENERAL FUNDS$12,000
CADILLAC AREA LAND CONSERVANCY
124 1/2 N Mitchell St 115CADILLACMI49601NONEPCGENERAL FUNDS$3,000
GRAND RAPIDS AUDUBON CLUB
6152 GEORGEANN CTBELMONTMI49306NONEPCGENERAL FUNDS$1,000
UNITED CHURCH OUTREACH MINISTRY
1311 Chicago Drive SouthwestWYOMINGMI49509NONEPCGENERAL FUNDS$5,000
PINE RIVER WATERSHED ENHANCEMENT FUND
PO BOX 184TUSTINMI496880184NONEPCGENERAL FUNDS$1,000
LUTHER AREA PUBLIC LIBRARY
115 STATE STREETLUTHERMI49656NONEPCGENERAL FUNDS$1,000
GILDA'S CLUB GRAND RAPIDS
1806 BRIDGE STREET NWGRAND RAPIDSMI49504NONEPCGENERAL FUNDS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,595ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$20,344ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$10,749ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$10,749TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD HANSENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15775 STONEBRIDGEAddressLine1
CityGRANDVILLECity
StateMIState
ZIP Code49418ZIPCode
FieldValueIRS element (for citing)
Total Contributions$1,012,678TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property6500 SHARES PERRIGO COMPANY COMMON STOCKNoncashPropertyDesc
Fair Market Value$1,010,523FairMarketValueAmt
Received2013-12-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,125Amt
Net Investment Income$1,063NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,062DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
U.S. TREASURY NOTE 4% S&P$0$0
GS HIGH YIELD FUND INS SHARES$30,176$30,855

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GS REAL ESTATE SECURITIES FUND$23,713$22,310
ISHARES MSCI EAFE INDEX FUND$39,518$50,321
VANGUARD FTSE EMERGING MKTS$14,888$15,428
ISHARES RUSSELL 2000 FUND$15,246$23,072
SPDR S&P 500 ETF TRUST$189,203$259,938
PERRIGO CO PLC CMN$989,333$997,490

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS BANK DEPOSITCategoryOrItemTxt
Book Value$90,671BookValueAmt
EOYFMV$90,671EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGULATION FEEDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$163Amt
Net Investment Income$163NetInvestmentIncomeAmt

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