WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349100230
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:04:37-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367236926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 2313526650 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F BECK | Name |
| Title | PRESIDENT | Title |
| Phone | 2313526650 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE M KANE | Name |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 687237 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 92530 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10364 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10364 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 143843 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 79705 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 113566 | TotalRevenueAndExpenses |
| Total Net Investment Income | 90069 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 137 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 137 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 23 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3160 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1645 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1515 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45960 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1645 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44315 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 67606 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 88424 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 100733 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 93961 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 93889 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 210 | AccountsReceivable |
| Accounts Receivable BOY | 210 | AccountsReceivableBOY |
| Accounts Receivable EOY | 210 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 210 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 416498 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 490876 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 593138 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 517441 | TotalAssetsBOY |
| Total Assets EOY | 585047 | TotalAssetsEOY |
| Total Assets EOYFMV | 687237 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -259857 | RetainedEarningsBOY |
| Retained Earnings EOY | -192251 | RetainedEarningsEOY |
| Total Net Assets BOY | 517441 | TotalNetAssetsBOY |
| Total Net Assets EOY | 585047 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 517441 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 585047 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 517441 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 67606 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 585047 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 585047 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2,000 SHS FMC TECHNOLOGIES INC | P | 2008-12-12 | 2012-05-04 | 88647 | 23497 | 65150 | 65150 |
| 1,401.67 SHS VANGUARD TOTAL STOCK | P | 2011-01-01 | 2012-10-22 | 49955 | 40641 | 9314 | 9314 |
| CAPITAL GAINS DIVIDENDS | P | 5241 | 5241 | 5241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 79705 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 130694 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 641896 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.203606 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80522 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 701391 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.114803 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 74666 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 684350 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109105 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25065 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 792093 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031644 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 944154 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076629 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.535787 | TotalDistributionRatio |
| Average Distribution Ratio | 0.107157 | AverageDistributionRatio |
| Net Noncharitable Assets | 633475 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67881 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 884 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68765 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44315 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1768 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1768 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1768 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 136 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 136 | TotalCreditsAndPayments |
| Tax Due | 1632 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM F BECK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2313526650 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 622573 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20549 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 643122 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 643122 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9647 | CashDeemedCharitable |
| Net Noncharitable Assets | 633475 | NetNoncharitableAssets |
| Minimum Investment Return | 31674 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31674 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1768 | TaxBasedOnInvestmentIncome |
| Total Tax | 1768 | TotalTax |
| Distributable Amount Before Adj | 29906 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29906 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29906 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44315 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 44315 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44315 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29906 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 26872 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 40656 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 45638 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 98741 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 211907 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44315 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29906 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14409 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 226316 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 26872 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 199444 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 40656 | ExcessFromYear3 |
| Excess From Year2 | 45638 | ExcessFromYear2 |
| Excess From Year1 | 98741 | ExcessFromYear1 |
| Excess From Current Year | 14409 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BENZIE COUNTY COMMUNITY CHEST | ||||||
| PO BOX 713 | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $500 |
| BENZIE HOME HEALTH CARE | ||||||
| 10540 MAIN STREET | HONOR | MI | 49640 | PUBLIC CHARITY | MEDICAL | $500 |
| BETSIE VALLEY TRAIL | ||||||
| PO BOX 474 | BEULAH | MI | 49617 | PUBLIC CHARITY | COMMUNITY | $500 |
| BOYS HOPE GIRLS HOPE | ||||||
| PO BOX 21085 | DETROIT | MI | 48221 | PUBLIC CHARITY | COMMUNITY | $10,000 |
| 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 | $750 |
| CSA EDUCATION FUND | ||||||
| 9758 E HIGHLAND ROAD | HOWELL | MI | 48843 | EXEMPT ORGANIZATION | COMMUNITY | $500 |
| FRANKFORT AREA LAND CONSERVANCY | ||||||
| PO BOX 1526 | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $1,200 |
| 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 | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||
| 4000 MICHIGAN | INTERLOCHEN | MI | 49643 | EXEMPT ORGANIZATION | COMMUNITY | $500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | EXEMPT ORGANIZATION | EDUCATION | $500 |
| OLIVER ART CENTER | ||||||
| 132 COAST GUARD ROAD | FRANKFORT | MI | 49635 | EXEMPT ORGANIZATION | COMMUNITY | $12,500 |
| 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 | $500 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | MEDICAL | $200 |
| ST ANSELM PARISH | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | EXEMPT ORGANIZATION | COMMUNITY | $4,500 |
| ST ANSELM HOLY TRINITY SCHOLARSHIP FUND | ||||||
| 17650 W OUTER DRIVE | DEARBORN HEIGHTS | MI | 48127 | EXEMPT ORGANIZATION | COMMUNITY | $250 |
| ST LOUIS PRIORY | ||||||
| 500 S MASON ROAD | CREVE COEUR | MO | 63141 | EXEMPT ORGANIZATION | COMMUNITY | $2,000 |
| ST LOUIS SYMPHONY | ||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | PUBLIC CHARITY | COMMUNITY | $400 |
| ST PATRICK'S CENTER | ||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PUBLIC CHARITY | COMMUNITY | $2,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | PUBLIC CHARITY | COMMUNITY | $250 |
| UNIVERSITY OF MICHIGAN | ||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | EXEMPT ORGANIZATION | EDUCATION | $600 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | COMMUNITY | $300 |
| VILLA DUCHESNE SCHOOL | ||||||
| 801 S SPOEDE ROAD | ST LOUIS | MO | 63131 | PUBLIC CHARITY | EDUCATION | $1,000 |
| VISITATION ACADEMY | ||||||
| 3020 N BALLAS ROAD | ST LOUIS | MO | 63131 | PUBLIC CHARITY | EDUCATION | $500 |
| WRITERS' THEATER | ||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,364 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,672 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21,036 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21036 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILLIAM F BECK | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 92530 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2,000 SHS FMC TECHNOLOGIES (FTI), A PUBLICLY TRADED SECURITY TRADED ON THE NEW YORK STOCK EXCHANGE. | NoncashPropertyDescription |
| Fair Market Value | 92530 | FairMarketValue |
| Date Received | 2012-05-03 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB INVESTMENTS | NameOfStock |
| EOY Book Value | 490876 | EOYBookValue |
| EOYFMV | 593138 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ILLINOIS FEE | 15 | 0 | 15 |
| INVESTMENT FEES | 8 | 8 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $137 | Amount |
| Net Investment Income | 137 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |