BYRNE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION (EIN 38-3574869)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-09
- IRS object ID
- 201341909349100204
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-09T08:39:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383574869 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROSEMARY BYRNE | InCareOfName |
| Name Control | BYRN | NameControl |
| Phone | 6168663461 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMAN BYRNE | Name |
| Title | PRESIDENT | Title |
| Phone | 6168663461 | Phone |
| Date Signed | 2013-05-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6167747000 | 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 | 42529 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1481 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 556 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 556 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 501 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 501 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 501 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2538 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1057 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1481 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 740 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 741 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 14 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1495 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 754 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 741 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11495 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 754 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10741 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8957 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 303 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13331 | CashBOY |
| Cash EOY | 3332 | CashEOY |
| Cash EOYFMV | 3332 | CashEOYFMV |
| Investments Corp Stock BOY | 37073 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 38115 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 39197 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 50404 | TotalAssetsBOY |
| Total Assets EOY | 41447 | TotalAssetsEOY |
| Total Assets EOYFMV | 42529 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 50404 | RetainedEarningsBOY |
| Retained Earnings EOY | 41447 | RetainedEarningsEOY |
| Total Net Assets BOY | 50404 | TotalNetAssetsBOY |
| Total Net Assets EOY | 41447 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 50404 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 41447 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 50404 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8957 | ExcessOfRevenueOverExpenses |
| Subtotal | 41447 | Subtotal |
| Total Net Assets Fund Balances EOY | 41447 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAIN DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gain Or Loss | 501 | GainOrLoss |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 501 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 49627 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.120902 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3943 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 49373 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.079861 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 43403 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.195839 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 52221 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.191494 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 62742 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.127506 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.715602 | TotalDistributionRatio |
| Average Distribution Ratio | 0.14312 | AverageDistributionRatio |
| Net Noncharitable Assets | 45389 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6496 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6499 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10741 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3 | InvestmentIncomeExciseTax |
| Subtotal | 3 | Subtotal |
| Tax Based On Investment Income | 3 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 79 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 79 | TotalCreditsAndPayments |
| Overpayment | 76 | Overpayment |
| Amount Credited To Next Year | 76 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY BYRNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6168663461 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| NORMAN BYRNE | ||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | PRESIDENT | 0 | 0 |
| ROSEMARY BYRNE | ||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | SECRETARY/TREASURER | 0 | 0 |
| KELLY BEARDEN | ||||||
| PO BOX 200 | ROCKFORD | MI | 49341 | DIRECTOR | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 36999 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9081 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 46080 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 46080 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 691 | CashDeemedCharitable |
| Net Noncharitable Assets | 45389 | NetNoncharitableAssets |
| Minimum Investment Return | 2269 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2269 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3 | TaxBasedOnInvestmentIncome |
| Total Tax | 3 | TotalTax |
| Distributable Amount Before Adj | 2266 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2266 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2266 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10741 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 10741 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10738 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2266 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4988 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7418 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6336 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1474 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3540 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 23756 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10741 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 2266 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8475 | RemainingDistriFromCorpus |
| Total Corpus | 32231 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4988 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 27243 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7418 | ExcessFromYear4 |
| Excess From Year3 | 6336 | ExcessFromYear3 |
| Excess From Year2 | 1474 | ExcessFromYear2 |
| Excess From Year1 | 3540 | ExcessFromYear1 |
| Excess From Current Year | 8475 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN BYRNE | ContributingManager |
| Contributing Manager | ROSEMARY BYRNE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ARLENE WARWICK | RecipientName |
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 Number | 6168663461 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 1 OF THE SCHOOL YEAR PRECEDING THE SCHOOL YEAR WITH RESPECT TO WHICH THE FUNDS ARE TO BE APPLI | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KYLE NICHOL | |||||||
| 3001 SNOW AVE | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP MICHIGAN STATE UNIVERSITY | $3,000 |
| ALEXANDER BARR | |||||||
| 11700 VERGENNES | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP GRAND RAPIDS COMMUNITY COLLEGE | $3,000 |
| BLAKE HAYES | |||||||
| 624 RIVERSIDE DR | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP CENTRAL MICHIGAN UNIVERSITY | $3,000 |
| GRANT BREUKER | |||||||
| 4391 CAUSEWAY DRIVE NE | LOWELL | MI | 49331 | NONE | INDIVIDUAL | SCHOLARSHIP CEDARVILLE UNIVERSITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,057 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,057 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1057 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE PAID | Category |
| Amount | $1,481 | Amount |
| Net Investment Income | 740 | NetInvestmentIncome |
| Disbursements Charitable Prps | 741 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VALUE | 5120 | 4932 |
| AMERICAN MUTUAL FUND CLASS A | 7965 | 8953 |
| AMERICAN GROWTH FUND CLASS A | 12086 | 11465 |
| EUROPACIFIC GROWTH FUND | 5775 | 6379 |
| GOLDMAN SACHS GROWTH OPP. | 7169 | 7468 |
Land Etc Schedule2 LandEtcSchedule2
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $14 | Amount |
| Net Investment Income | 14 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments