JOHNS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNS FAMILY FOUNDATION (EIN 38-3336846)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-23
- IRS object ID
- 202630239349100103
- Schema version
- 2024v5.5
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-23T08:47:22-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 394985934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAAGD CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 CHARLEVOIX DR SE STE 116 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383336846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6163996371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 EAST BELTLINE SE STE G 367 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET F JOHNS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6163996371 | PhoneNum |
| Signature | 2026-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA N DEMAAGD | PreparerPersonNm |
| PTIN | P00838836 | PTIN |
| Phone | 6167740000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,064,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $384,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,205 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,420 | CashBOYAmt |
| Cash EOY | $31,008 | CashEOYAmt |
| Cash EOYFMV | $31,008 | CashEOYFMVAmt |
| Other Investments BOY | $880,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $915,191 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,033,073 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $913,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,064,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $913,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $946,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $913,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $946,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $913,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $913,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $946,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $946,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR LARGE CAP MULTI STYLE | P | 2015-12-21 | 2025-03-17 | $1,363 | $1,209 | $154 | $154 |
| DFA US CORE EQUITY II | P | 2014-09-10 | 2025-03-17 | $1,869 | $892 | $977 | $977 |
| AQR EMERGING MULTI STYLE | P | 2015-03-02 | 2025-03-28 | $6,844 | $6,786 | $58 | $58 |
| AQR INTERNATIONAL MULTI STYLE FUND | P | 2015-03-02 | 2025-03-28 | $9,806 | $7,704 | $2,102 | $2,102 |
| AQR LARGE CAP MULTI STYLE | P | 2015-03-02 | 2025-03-28 | $19,416 | $17,514 | $1,902 | $1,902 |
| DFA EMERGING MARKETS CORE EQUITY INSTL | P | 2013-08-28 | 2025-03-28 | $11,640 | $9,180 | $2,460 | $2,460 |
| DFA GLOBAL REAL ESTATE SECURITIES | P | 2014-02-05 | 2025-03-28 | $9,709 | $9,026 | $683 | $683 |
| DFA INTERNATIONAL CORE EQUITY INSTL | P | 2014-02-05 | 2025-03-28 | $5,430 | $4,110 | $1,320 | $1,320 |
| DFA INTL VECTOR EQUITY | P | 2013-08-28 | 2025-03-28 | $12,085 | $9,245 | $2,840 | $2,840 |
| DFA TWO YEAR GLOBAL FIXED INCOME | P | 2013-08-28 | 2025-03-28 | $24,008 | $24,380 | -$372 | -$372 |
| DFA US CORE EQUITY II | P | 2014-02-05 | 2025-03-28 | $26,792 | $13,023 | $13,769 | $13,769 |
| DFA US VECTOR EQUITY | P | 2013-08-28 | 2025-03-28 | $25,616 | $16,235 | $9,381 | $9,381 |
| VANGUARD SHORT TERM BOND INDEX | P | 2015-03-02 | 2025-03-28 | $43,129 | $44,117 | -$988 | -$988 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2015-03-02 | 2025-03-28 | $47,882 | $53,711 | -$5,829 | -$5,829 |
| ALTRIA GROUP INC | P | 2023-08-29 | 2024-07-05 | $183 | $177 | $6 | $6 |
| GILEAD SCIENCES INC | P | 2024-04-16 | 2024-11-12 | $474 | $338 | $136 | $136 |
| ISHARES 0-5 YEAR HIGH YIELD CORP ETF | P | 2024-03-14 | 2024-07-05 | $169 | $169 | $0 | $0 |
| JPMORGAN CHASE & CO | P | 2024-05-21 | 2024-08-20 | $215 | $199 | $16 | $16 |
| MILLROSE PROPERTIES CL A | P | 2025-01-21 | 2025-02-13 | $192 | $39 | $153 | $153 |
| NVIDIA CORP | P | 2023-11-16 | 2024-08-20 | $383 | $148 | $235 | $235 |
| PBF ENERGY INC | P | 2023-08-29 | 2024-08-20 | $2,278 | $3,265 | -$987 | -$987 |
| SYNCHRONY FINANCIAL | P | 2024-05-21 | 2025-05-13 | $307 | $224 | $83 | $83 |
| TESLA INC | P | 2024-02-16 | 2024-08-20 | $222 | $200 | $22 | $22 |
| VISTRA CORP | P | 2023-11-16 | 2024-11-12 | $413 | $104 | $309 | $309 |
| ALPHABET INC | P | 2021-07-28 | 2025-02-19 | $370 | $273 | $97 | $97 |
| AMAZON.COM INC | P | 2024-02-16 | 2025-05-13 | $4,660 | $3,734 | $926 | $926 |
| AMGEN INC | P | 2020-02-21 | 2025-02-19 | $1,761 | $1,300 | $461 | $461 |
| APPLE INC | P | 2019-05-29 | 2024-08-20 | $472 | $89 | $383 | $383 |
| BROADCOM INC | P | 2022-02-02 | 2024-11-12 | $3,080 | $958 | $2,122 | $2,122 |
| CADENCE DESIGN SYS INC | P | 2021-01-14 | 2024-08-20 | $2,525 | $1,219 | $1,306 | $1,306 |
| CIGNA CORP | P | 2022-11-15 | 2024-11-12 | $3,025 | $3,026 | -$1 | -$1 |
| COMCAST CORP | P | 2023-11-16 | 2025-02-19 | $256 | $296 | -$40 | -$40 |
| EXPEDITORS INTL WASH INC | P | 2022-08-15 | 2025-05-13 | $231 | $216 | $15 | $15 |
| GENERAL ELECTRIC COMPANY | P | 2023-08-29 | 2025-05-13 | $3,103 | $1,292 | $1,811 | $1,811 |
| GILEAD SCIENCES INC | P | 2022-02-03 | 2024-11-12 | $8,913 | $6,667 | $2,246 | $2,246 |
| ISHS 3-7Y TRSY BD ETF | P | 2021-05-17 | 2024-07-05 | $3,462 | $3,786 | -$324 | -$324 |
| ISHS 5-10 I/GRD CORP ETF | P | 2021-05-17 | 2024-07-05 | $529 | $597 | -$68 | -$68 |
| KLA CORP | P | 2022-02-02 | 2025-05-13 | $796 | $394 | $402 | $402 |
| MARSH & MCLENNAN COS INC | P | 2017-06-22 | 2025-02-19 | $231 | $79 | $152 | $152 |
| META PLATFORMS INC | P | 2021-10-25 | 2025-05-13 | $656 | $325 | $331 | $331 |
| MICROSOFT CORPORATION | P | 2017-06-22 | 2025-02-19 | $411 | $70 | $341 | $341 |
| NVIDIA CORP | P | 2023-11-16 | 2025-02-19 | $671 | $246 | $425 | $425 |
| PFIZER INC | P | 2020-02-10 | 2024-07-05 | $2,409 | $3,343 | -$934 | -$934 |
| PIMCO ENH SHRT MATY ETF | P | 2023-03-28 | 2024-07-05 | $401 | $397 | $4 | $4 |
| SKYWORKS SOLUTIONS INC | P | 2020-09-18 | 2025-02-19 | $811 | $1,730 | -$919 | -$919 |
| STEEL DYNAMICS INC | P | 2023-08-29 | 2025-05-13 | $2,169 | $1,699 | $470 | $470 |
| SUPER MICRO COMPUTER NEW | P | 2023-05-25 | 2024-11-12 | $654 | $629 | $25 | $25 |
| VERIZON COMMUNICATIONS INC | P | 2017-06-22 | 2024-07-05 | $165 | $182 | -$17 | -$17 |
| VERTEX PHARMS INC | P | 2022-08-15 | 2024-08-20 | $3,398 | $2,080 | $1,318 | $1,318 |
| VISTRA CORP | P | 2023-11-16 | 2025-05-13 | $311 | $69 | $242 | $242 |
| CAUSEWAY INTERNATIONAL VALUE | P | 2018-12-13 | 2024-10-28 | $2,827 | $1,891 | $936 | $936 |
| CAUSEWAY INTERNATIONAL VALUE | P | 2018-12-13 | 2024-08-05 | $1,489 | $1,072 | $417 | $417 |
| AMERICAN CENTURY GROWTH | P | 2018-12-13 | 2024-10-28 | $7,205 | $4,055 | $3,150 | $3,150 |
| VIRTUS KAR SMALL CAP GROWTH FUND | P | 2018-12-13 | 2024-10-28 | $2,406 | $1,875 | $531 | $531 |
| SEGALL BRYANT HAMILL PLUS BOND INSTL | P | 2013-08-21 | 2024-10-28 | $6,261 | $7,022 | -$761 | -$761 |
| GATEWAY FUND | P | 2017-01-13 | 2024-10-28 | $2,716 | $1,872 | $844 | $844 |
| JAMES HENDERSON SHORT DUR FLEX | P | 2015-03-23 | 2024-10-28 | $1,883 | $1,967 | -$84 | -$84 |
| AMERICAN BEACON LARGE CAP VALUE | P | 2015-03-23 | 2024-10-28 | $4,266 | $3,702 | $564 | $564 |
| JAMES HENDERSON HIGH YIELD | P | 2013-08-21 | 2024-10-28 | $1,056 | $1,296 | -$240 | -$240 |
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | P | 2023-02-13 | 2024-10-28 | $1,794 | $1,753 | $41 | $41 |
| MFS MID CAP VALUE FUND | P | 2015-07-20 | 2024-10-28 | $4,099 | $2,406 | $1,693 | $1,693 |
| MFS MID CAP VALUE FUND | P | 2015-07-20 | 2024-08-05 | $1,350 | $876 | $474 | $474 |
| BARON EMERGING MARKETS FUND INSTL | P | 2022-06-13 | 2024-10-28 | $3,298 | $2,793 | $505 | $505 |
| COLUMBIA CONTRARIAN CORE FUND | P | 2017-11-20 | 2024-10-28 | $4,171 | $2,811 | $1,360 | $1,360 |
| COLUMBIA CONTRARIAN CORE FUND | P | 2017-11-20 | 2024-08-05 | $1,536 | $1,150 | $386 | $386 |
| THE MERGER FUND | P | 2013-08-21 | 2024-10-28 | $811 | $753 | $58 | $58 |
| ARTISAN INERNATIONAL ADV | P | 2013-08-21 | 2024-10-28 | $3,037 | $2,759 | $278 | $278 |
| ARTISAN INERNATIONAL ADV | P | 2013-08-21 | 2024-08-05 | $2,041 | $2,041 | $0 | $0 |
| PIMCO INTL BOND FUND UNHEDGED | P | 2013-08-21 | 2024-10-28 | $2,777 | $3,561 | -$784 | -$784 |
| PIMCO COMMODITY REAL RETURN STRATEGY | P | 2013-08-21 | 2024-10-28 | $1,734 | $2,591 | -$857 | -$857 |
| FID ADV FLOATING RATE HIGH INCOME | P | 2013-08-21 | 2024-10-28 | $1,319 | $1,401 | -$82 | -$82 |
| SIMT LARGE CAP GROWTH | P | 2015-12-10 | 2024-07-22 | $450 | $277 | $173 | $173 |
| SIMT LARGE CAP GROWTH | P | 2015-12-10 | 2024-10-28 | $407 | $236 | $171 | $171 |
| SIMT LARGE CAP GROWTH | P | 2013-08-23 | 2025-02-03 | $5,848 | $4,228 | $1,620 | $1,620 |
| SEI INTERNATIONAL EQUITY | P | 2013-08-23 | 2025-04-28 | $253 | $193 | $60 | $60 |
| CAPITAL GAINS DIVIDENDS | P | $23,414 | $23,414 | $23,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $712 | OverpaymentAmt |
| Applied To ES Tax | $712 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET F JOHNS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6163996371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 EAST BELTLINE AVE SE STE G BOX | AddressLine1Txt |
| Address Line2 | 367 | AddressLine2Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JANET F JOHNS | |||||||||
| 2500 EAST BELTLINE AVE SE STE G BOX | 367 | GRAND RAPIDS | MI | 49546 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES A SETTERSTROM | |||||||||
| 545 LAKE DRIVE APT 106 | CHANHASSEN | MN | 55317 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $957,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $989,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $989,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $974,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,268 | TotalTaxAmt |
| Distributable Before Adj | $47,479 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,479 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,479 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,032 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,032 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET F JOHNS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 EAST BELTLINE AVE SE STE G BOX | AddressLine1Txt |
| Address Line2 | 367 | AddressLine2Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6163996371 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN CONCISE SUBMISSIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALVARY CHURCH | |||||||
| 707 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| GLOBAL PARTNERS | |||||||
| 13300 OLIO ROAD | FISHERS | IN | 46037 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA NW STE 100 | GRAND RAPIDS | MI | 49503 | N/A | 501(C)(3) | CHARITABLE | $2,000 |
| HELEN DEVOS CHILDRENS HOSPITAL FOUNDATION | |||||||
| 100 MICHIGAN STREET NE | GRAND RAPIDS | MI | 49503 | N/A | 501(C)(3) | CHARITABLE | $2,000 |
| HOLLAND HOME | |||||||
| 2100 RAYBROOK SE STE 300 | GRAND RAPIDS | MI | 49546 | N/A | 501(C)(3) | CHARITABLE | $2,000 |
| KENT DISTRICT LIBRARY | |||||||
| 814 WEST RIVER CENTER DR NE | COMSTOCK PARK | MI | 49321 | N/A | 501(C)(3) | CHARITABLE | $1,000 |
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | N/A | 501(C)(3) | CHARITABLE | $2,000 |
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| PO BOX 628200 | ORLANDO | FL | 328628200 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,071 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (97 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN BEACON LARGE CAP VALUE | AT COST | $11,561 | $12,190 |
| AMERICAN CENTURY GROWTH CLASS I | AT COST | $10,723 | $19,316 |
| ARTISAN INTERNATIONAL ADV | AT COST | $11,872 | $14,744 |
| THE MERGER FUND | AT COST | $8,620 | $9,477 |
| FIDELITY ADV FLOATING RATE HIGH INCOME | AT COST | $7,686 | $7,133 |
| JANUS HENDERSON HIGH YIELD | AT COST | $3,049 | $2,492 |
| PIMCO COMMODITY REAL RETURN STRATEGY | AT COST | $9,327 | $6,482 |
| PIMCO INTL BOND FUND (UNHEDGED) | AT COST | $17,550 | $14,969 |
| LARGE CAP VALUE FUND | AT COST | $42,709 | $50,711 |
| LARGE CAP GROWTH FUND | AT COST | $42,667 | $49,554 |
| SMALL CAP GROWTH FUND | AT COST | $6,582 | $7,806 |
| SMALL CAP VALUE FUND | AT COST | $7,446 | $7,660 |
| INTERNATIONAL EQUITY FUND | AT COST | $30,271 | $40,287 |
| EMERGING MKTS EQUITY FUND | AT COST | $11,868 | $14,503 |
| CORE FIXED INCOME FUND | AT COST | $72,593 | $64,035 |
| HIGH YIELD BOND FUND | AT COST | $8,046 | $6,743 |
| INTL FIXED INCOME FUND | AT COST | $16,898 | $15,445 |
| EMERGING MKTS DEBT FUND | AT COST | $7,090 | $6,821 |
| MFS MID CAP VALUE FUND | AT COST | $10,304 | $14,662 |
| GATEWAY FUND CLASS Y | AT COST | $6,419 | $9,659 |
| VIRTUS KAR SMALL CAP GROWTH FUND | AT COST | $3,814 | $4,015 |
| APPLE INC | AT COST | $7,509 | $11,284 |
| MARSH & MCLENNAN COMPANIES INC | AT COST | $2,872 | $6,559 |
| MICROSOFT CORPORATION | AT COST | $5,281 | $14,922 |
| OMNICOM GROUP INC | AT COST | $2,271 | $1,799 |
| PROCTER & GAMBLE COMPANY | AT COST | $4,401 | $5,895 |
| VERIZON COMMUNICATIONS INC | AT COST | $7,146 | $6,620 |
| SEGALL BRYANT HAMILL PLUS BOND INSTL | AT COST | $37,273 | $33,269 |
| PRICE T ROWE GROUP INC | AT COST | $2,938 | $2,509 |
| CAUSEWAY INTERNATNAL VALUE INSTL | AT COST | $8,557 | $13,169 |
| AMGEN INC | AT COST | $1,987 | $2,234 |
| PFIZER INC | AT COST | $3,505 | $2,327 |
| AFLAC INC | AT COST | $2,089 | $4,113 |
| CADENCE DESIGN SYSTEMS INC | AT COST | $694 | $1,233 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | AT COST | $1,633 | $1,639 |
| META PLATFORMS INC CL A | AT COST | $4,515 | $11,071 |
| FEDEX CORPORATION | AT COST | $3,695 | $3,410 |
| GENERAL MILLS INC | AT COST | $1,593 | $1,399 |
| WILLIAMS SONOMA INC | AT COST | $1,757 | $3,594 |
| ISHARES 5-10 YR INV BOND | AT COST | $10,809 | $9,965 |
| ISHARES 3-7 YEAR TREASURY BOND | AT COST | $10,916 | $10,599 |
| BARON EMERGING MARKETS FUND INST | AT COST | $9,503 | $12,377 |
| JANUS HENDERSON SHORT DUR FLEX BD | AT COST | $9,933 | $9,541 |
| ALPHABET INC CL A | AT COST | $8,740 | $10,750 |
| APPLIED MATERIALS INC | AT COST | $1,264 | $1,648 |
| BROADCOM INC | AT COST | $4,592 | $13,507 |
| BUILDERS FIRSTSOURCE INC | AT COST | $3,128 | $3,734 |
| CVS HEALTH CORP | AT COST | $1,489 | $1,242 |
| KLA CORP | AT COST | $1,560 | $3,583 |
| SEMPRA | AT COST | $1,325 | $1,515 |
| TYSON FOODS INC CL A | AT COST | $1,661 | $1,119 |
| COLUMBIA CONTRARIAN CORE FUND ADV | AT COST | $1,144 | $1,204 |
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | AT COST | $12,106 | $12,621 |
| CONSOLIDATED EDISON INC | AT COST | $2,154 | $2,308 |
| EXPEDITORS INTL WASH INC | AT COST | $1,875 | $1,942 |
| QUALCOMM INC | AT COST | $1,134 | $1,433 |
| VERTEX PHARMACEUTICALS INC | AT COST | $582 | $890 |
| VICI PROPERTIES INC | AT COST | $3,719 | $3,684 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | AT COST | $23,415 | $23,626 |
| REAL RETURN FUND | AT COST | $12,452 | $12,947 |
| ALTRIA GROUP INC | AT COST | $5,629 | $7,446 |
| AMAZON.COM INC | AT COST | $2,231 | $2,852 |
| COMCAST CORP CL A NEW | AT COST | $4,401 | $3,712 |
| DIAMONDBACK ENERGY INC | AT COST | $1,731 | $1,511 |
| EVEREST GROUP LTD | AT COST | $5,046 | $4,418 |
| EXXON MOBIL CORP | AT COST | $2,054 | $2,156 |
| JPMORGAN CHASE & CO | AT COST | $3,780 | $5,508 |
| LENNAR CORP | AT COST | $2,049 | $1,880 |
| NVIDIA CORP | AT COST | $8,047 | $15,957 |
| OMEGA HEALTHCARE INVESTORS INC | AT COST | $1,918 | $2,272 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | AT COST | $2,392 | $3,199 |
| SYNCHRONY FINANCIAL | AT COST | $5,128 | $6,474 |
| TESLA INC | AT COST | $1,874 | $3,177 |
| VISTRA CORP | AT COST | $2,495 | $8,334 |
| ISHARES 0-5 YR HIGH YIELD CORP BOND ETF | AT COST | $7,470 | $7,636 |
| ISHARES 10-20 YR TREASURY BOND ETF | AT COST | $6,831 | $6,604 |
| COLUMBIA CONTRARIAN CORE FUND ADV | AT COST | $9,633 | $14,088 |
| AT&T INC | AT COST | $8,654 | $11,316 |
| CITIZENS FINANCIAL GROUP INC | AT COST | $4,042 | $3,804 |
| FOX CORP | AT COST | $8,179 | $8,126 |
| UNITED AIRLINES HOLDINGS INC | AT COST | $4,053 | $3,902 |
| UNITED THERAPEUTICS CORP | AT COST | $5,613 | $4,885 |
| ISHARES BROAD USD INVESTMENT GRADE CORP | AT COST | $20,724 | $20,936 |
| ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF | AT COST | $5,739 | $5,809 |
| ISHARES MSCI USA MIN VOLATILITY FACTOR ETF | AT COST | $5,949 | $6,008 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | AT COST | $7,030 | $8,411 |
| ISHARES US TREASURY BOND ETF | AT COST | $29,315 | $29,391 |
| SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND | AT COST | $8,729 | $8,832 |
| SPDR PORTFOLIO LONG TERM TREASURY ETF | AT COST | $3,784 | $3,721 |
| VANGUARD MEGA CAP GROWTH ETF | AT COST | $50,418 | $59,686 |
| VANGUARD MEGA VALUE ETF | AT COST | $37,986 | $39,098 |
| VANGUARD MID CAP GROWTH ETF | AT COST | $12,213 | $14,220 |
| VANGUARD MID CAP VALUE ETF | AT COST | $13,540 | $13,979 |
| VANGUARD MORTGAGE BACKED SECURITIES ETF | AT COST | $20,064 | $20,112 |
| VANGUARD SHORT TERM INFLATION PROTECTED SEC ETF | AT COST | $3,737 | $3,770 |
| VANGUARD SMALL CAP GROWTH ETF | AT COST | $6,824 | $7,477 |
| VANGUARD SMALL CAP VALUE ETF | AT COST | $15,577 | $16,381 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-SEI | $1,292 | $1,292 | $0 |
| INVESTMENT FEES-SYMMETRY/TRUST CO | $2,777 | $2,777 | $0 |
| INVESTMENT FEES-NFS/EQUITY SERVICES | $1,696 | $1,696 | $0 |
| INVESTMENT FEES-ASSETMARK | $4,644 | $4,644 | $0 |
| MICHIGAN ANNUAL FEE | $20 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $69 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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