RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201202279349100005
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T07:39:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DR NE STE 310 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49546 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383267368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 6168741732 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD H BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 6168741732 | Phone |
| Date Signed | 2012-08-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE L DERIDDER | Name |
| Phone | 6169426440 | Phone |
| Date Prepared | 2012-08-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2307576 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20193 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47759 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47759 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 66352 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 316978 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 83953 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 134309 | TotalRevenueAndExpenses |
| Total Net Investment Income | 131717 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 6800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6446 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6446 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 430 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 430 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 46 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 46 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13722 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10276 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3446 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 187500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 187500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 201222 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10276 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 190946 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -66913 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121441 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -10845 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -62911 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -62911 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2120092 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2105245 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2370487 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2109247 | TotalAssetsBOY |
| Total Assets EOY | 2042334 | TotalAssetsEOY |
| Total Assets EOYFMV | 2307576 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2109247 | RetainedEarningsBOY |
| Retained Earnings EOY | 2042334 | RetainedEarningsEOY |
| Total Net Assets BOY | 2109247 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2042334 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2109247 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2042334 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2109247 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -66913 | ExcessOfRevenueOverExpenses |
| Subtotal | 2042334 | Subtotal |
| Total Net Assets Fund Balances EOY | 2042334 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| APPLE, INC. | P | 2005-09-13 | 2011-12-21 | 20094 | 2592 | 17502 | 17502 |
| DFA EMERGING MRKTS CORE EQU PORTF | P | 2005-08-24 | 2011-01-05 | 23975 | 10706 | 13269 | 13269 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | P | 2008-11-20 | 2011-01-05 | 22975 | 12893 | 10082 | 10082 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | P | 2008-11-20 | 2011-12-21 | 14975 | 8831 | 6144 | 6144 |
| DFA INTERNATIONAL CORE EQUITY | P | 2008-11-20 | 2011-01-05 | 16975 | 9330 | 7645 | 7645 |
| DFA INV'T TWO YEAR GLOBAL FIXED INC | P | 2005-05-16 | 2011-12-21 | 9975 | 9948 | 27 | 27 |
| DFA SHORT TERM GOVERNMENT PORT | P | 2005-05-16 | 2011-12-21 | 17975 | 17730 | 245 | 245 |
| DIMENSIONAL ADV GLBLFIX INC PORT | P | 2005-05-16 | 2011-12-21 | 17975 | 17726 | 249 | 249 |
| DIMENSIONAL ADV US SMALL CAP VALUE | P | 2005-05-16 | 2011-01-05 | 31975 | 27522 | 4453 | 4453 |
| DIMENSIONAL ADVISOR US LARGE CAPITAL | P | 2005-05-16 | 2011-01-05 | 33975 | 29430 | 4545 | 4545 |
| DIMENSIONAL ADVISOR US MICRO CAP | P | 2005-05-16 | 2011-01-05 | 40975 | 37000 | 3975 | 3975 |
| DIMENSIONAL ADVISOR US MICRO CAP | P | 2005-05-16 | 2011-12-21 | 9975 | 9503 | 472 | 472 |
| SPARTAN 500 INDEX FDADVANTAGE CLASS | P | 2005-05-16 | 2011-01-05 | 16000 | 14215 | 1785 | 1785 |
| SPARTAN 500 INDEX FDADVANTAGE CLASS | P | 2005-05-16 | 2011-12-21 | 28000 | 25599 | 2401 | 2401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 83953 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 156880 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2363981 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066363 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 176194 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2121079 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.083068 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 145933 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2463150 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059246 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 254966 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2989953 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.085274 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109435 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2729275 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040097 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.334048 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066810 | AverageDistributionRatio |
| Net Noncharitable Assets | 2522041 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 168498 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1214 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 169712 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 190946 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1214 | InvestmentIncomeExciseTax |
| Subtotal | 1214 | Subtotal |
| Tax Based On Investment Income | 1214 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1963 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1963 | TotalCreditsAndPayments |
| Overpayment | 749 | Overpayment |
| Amount Credited To Next Year | 749 | 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 Person Name | RICHARD H BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6166179700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 1.00 | 0 | 0 | 0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 1.00 | 0 | 0 | 0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2519039 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 41409 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2560448 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2560448 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38407 | CashDeemedCharitable |
| Net Noncharitable Assets | 2522041 | NetNoncharitableAssets |
| Minimum Investment Return | 126102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 126102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1214 | TaxBasedOnInvestmentIncome |
| Total Tax | 1214 | TotalTax |
| Distributable Amount Before Adj | 124888 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 124888 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 124888 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 190946 | ExpensesAndContributions |
| Qualifying Distributions | 190946 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1214 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 189732 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 124888 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 35105 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23929 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 72172 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39761 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 170967 | TotalExcessDistriCarryover |
| Qualifying Distributions | 190946 | QualifyingDistributions |
| Applied To Current Year | 124888 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 66058 | RemainingDistriFromCorpus |
| Total Corpus | 237025 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 237025 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 35105 | ExcessFromYear4 |
| Excess From Year3 | 23929 | ExcessFromYear3 |
| Excess From Year2 | 72172 | ExcessFromYear2 |
| Excess From Year1 | 39761 | ExcessFromYear1 |
| Excess From Current Year | 66058 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RICHARD BROWN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6166179700 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORMAT REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST NW 400 | ATLANTA | GA | 303031002 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $4,000 | |
| AMERICAN RED CROSS | ||||||||
| 24480 NETWORK PLACE | CHICAGO | IL | 606731244 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| BLUE LAKE PUBLIC RADIO | ||||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| CIVIL WAR PRESERVATION | ||||||||
| 1331 H STREET NW 1001 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| CONDUCTIVE LEARNING CENTE | ||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $3,000 | |
| CRYSTAL CATHEDRAL | ||||||||
| 13280 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $10,000 | |
| GRAND RAPIDS COMM FOUND | ||||||||
| 185 OAKES STREET SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $8,000 | |
| GRAND VALLEY STATE UNIV | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| GUIDING LIGHT MISSION | ||||||||
| 255 S DIVISION | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT COMMUNITY SERVICES | $5,000 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $3,000 | |
| JOHN BALL ZOO SOCIETY | ||||||||
| 1300 WEST FULTON STREET | GRAND RAPIDS | MI | 49504 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | SUPPORT GENERAL FUND | $70,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | DREAM SCHOLARSHIP FUND | $30,000 | |
| NATL' MS SOCIETY | ||||||||
| 900 S BROADWAY 2ND FLR | DENVER | CO | 80209 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| NEW ENGLAND HIST SOCIETY | ||||||||
| 99-101 NEWBURRY STREET | BOSTOM | MA | 02116 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| SAFE HAVEN OF MICHIGAN | ||||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,500 | SUITE 335 |
| SALVATION ARMY | ||||||||
| 1491 DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| WGVU RADIO | ||||||||
| PO BOX 1668 | GRAND RAPIDS | MI | 49501 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| MICHIGAN 4-H FOUNDATION | ||||||||
| 535 CHESTNUT RD | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ROOM 240 |
| MEL TROTTER MINISTRIES | ||||||||
| 225 COMMERCE SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT STREET SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| FOOD BANK COUNCIL OF MI | ||||||||
| 501 NORTH WALNUT STREET | LANSING | MI | 48933 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| FRIENDS OF THE HUNLEY | ||||||||
| 1250 11TH STREET | NORTH CHARLESTON | SC | 29405 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 187500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,759 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $66,352 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,116 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 114116 | 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 |
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 | MR MRS RICHARD H BROWN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20193 | 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 | PUBLICLY TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 20193 | FairMarketValue |
| Date Received | 2011-12-20 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,800 | Amount |
| Net Investment Income | 3400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3400 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| RICHARD H BROWN |
| CHARLES C BROWN |
| NANCY BROWN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DFA EMERGING MRKTS CORE EQU DFCEX | 92399 | 142511 |
| DIMENSIONAL ADV US MICRO CAP DFSCX | 134303 | 140992 |
| DIMENSIONAL ADV US SMALL CAP DFSVX | 138694 | 143810 |
| DIMENSIONAL ADV US LARGE CAP DFLVX | 276292 | 296822 |
| SPARTAN 500 INDEX FID ADV FUSVX | 258748 | 286302 |
| DIMENSIONAL ADV 5 YR GOVT DFFGX | 264092 | 268398 |
| DIMENSIONAL ADV 1 YR FIXED INC DFIHX | 121114 | 122261 |
| DFA INVT 2 YR GLOBAL FIXED INC DFGFX | 267493 | 268871 |
| DIMENSIONAL ADV GLBL FIX INC DFGBX | 265123 | 270198 |
| DFA GLOBAL REAL ESTATE SEC DFGEX | 83453 | 143578 |
| DFA INT'L CORE EQUITY DFIEX | 203534 | 286744 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL REPORT | 20 | 20 |
| OTHER EXPENSES | 26 | 26 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAND WEALTH MANAGEMENT | Category |
| Amount | $6,446 | Amount |
| Net Investment Income | 6446 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $430 | Amount |
| Net Investment Income | 430 | NetInvestmentIncome |
Comments