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JENNIE C STODDARD CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JENNIE C STODDARD CHARITABLE FOUNDATION (EIN 38-2937192)
Tax period
2012-08-01 to 2013-07-31
Filed
2013-11-06
IRS object ID
201313109349100311
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-06T12:12:36-06:00Timestamp
Tax Period End Date2013-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN383185476EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEENSMA NOVOTNY PLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1221 W WEBSTER AVE SUITE 600AddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code494401243ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN382937192EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JENNIE C STODDARD CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJENNNameControl
Phone6162333439Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1126 OTTAWA AVE NWAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES STODDARDName
TitleTRUSTEE/MANAGERTitle
Phone6162333439Phone
Date Signed2013-10-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROGER D STEENSMAName
PTINP00060415PTIN
Phone2317285176Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY282866FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss6InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm6InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss11150DividendsRevAndExpnss
Dividends Net Invst Incm11150DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses11156TotalRevenueAndExpenses
Total Net Investment Income11156TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1065AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm213AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps852AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss1590OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1272OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps318OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss191TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2846TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1485TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1170TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2846TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1485TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1170TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses8310ExcessOfRevenueOverExpenses
Net Investment Income9671NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY10830SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY19140SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV19140SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY100249InvestmentsCorpStockBOY
Investments Corp Stock EOY100249InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV113642InvestmentsCorpStockEOYFMV
Investments Other BOY155856InvestmentsOtherBOY
Investments Other EOY155856InvestmentsOtherEOY
Investments Other EOYFMV150084InvestmentsOtherEOYFMV
Total Assets BOY266935TotalAssetsBOY
Total Assets EOY275245TotalAssetsEOY
Total Assets EOYFMV282866TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY266935CapitalStockBOY
Capital Stock EOY275245CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY266935TotalNetAssetsBOY
Total Net Assets EOY275245TotalNetAssetsEOY
Total Liabilities Net Assets BOY266935TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY275245TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY266935TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses8310ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal275245Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY275245TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year114734QualifyingDistributionsYear1
Noncharitable Assets Year1239704NoncharitableAssetsYear1
Distribution Ratio Year10.061467DistributionRatioYear1
Qualifying Distributions Year216089QualifyingDistributionsYear2
Noncharitable Assets Year2286355NoncharitableAssetsYear2
Distribution Ratio Year20.056186DistributionRatioYear2
Qualifying Distributions Year329090QualifyingDistributionsYear3
Noncharitable Assets Year3279762NoncharitableAssetsYear3
Distribution Ratio Year30.103981DistributionRatioYear3
Qualifying Distributions Year4570QualifyingDistributionsYear4
Noncharitable Assets Year4239135NoncharitableAssetsYear4
Distribution Ratio Year40.002384DistributionRatioYear4
Qualifying Distributions Year517565QualifyingDistributionsYear5
Noncharitable Assets Year5358514NoncharitableAssetsYear5
Distribution Ratio Year50.048994DistributionRatioYear5
Total Distribution Ratio0.273012TotalDistributionRatio
Average Distribution Ratio0.054602AverageDistributionRatio
Net Noncharitable Assets260132NetNoncharitableAssets
Adjusted Noncharitable Assets14204AdjustedNoncharitableAssets
One Percent Net Investment Income97OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One14301AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1170QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax193InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal193Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income193TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due193TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMACATAWA BANKBooksInCareOfPersonName
Books In Care Of Phone Number6162333439BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1126 OTTAWA AVE NWAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
STANFORD C STODDARD
126 OTTAWA AVE NWGRAND RAPIDSMI49503TRUSTEE0.00000
CHARLES C STODDARD
126 OTTAWA AVE NWGRAND RAPIDSMI49503TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities248807AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15286AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets264093TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets264093AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3961CashDeemedCharitable
Net Noncharitable Assets260132NetNoncharitableAssets
Minimum Investment Return13007MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return13007MinimumInvestmentReturn
Tax Based On Investment Income193TaxBasedOnInvestmentIncome
Total Tax193TotalTax
Distributable Amount Before Adj12814DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded12814DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted12814DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1170ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1170QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1170AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12814DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year315336ExcessDistriCarryoverYear3
Excess Distri Carryover Year22005ExcessDistriCarryoverYear2
Excess Distri Carryover Year13131ExcessDistriCarryoverYear1
Total Excess Distri Carryover20472TotalExcessDistriCarryover
Qualifying Distributions1170QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1170AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus11644ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY11644ExcessDistriCyovAppliedCY
Total Corpus8828TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year8828ExcessDistriCyovToNextYear
Excess From Year33692ExcessFromYear3
Excess From Year22005ExcessFromYear2
Excess From Year13131ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,150ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$11,156ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA11156TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$1,065Amount
Net Investment Income213NetInvestmentIncome
Disbursements Charitable Prps852DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
TCF FINANCIAL CORP COM5230360960
ASTORIA FINL CORP COM1563724400
HERCULES OFFSHORE INC29993022
RUBICON TECHNOLOGY2931025260

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemFRANKLIN HIGH INCOME CL ACategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value155856BookValue
EOYFMV150084EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategory
Amount$1,590Amount
Net Investment Income1272NetInvestmentIncome
Disbursements Charitable Prps318DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategory
Amount$191Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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