WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998: Form 990PF, tax year 2011
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- Organization
- WILLIAM F & PATRICIA A BECK FAMILY FOUNDATION TRUST 06-22-1998 (EIN 36-7236926)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349100232
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:21:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367236926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F AND PATRICIA A BECK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 2313526650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE PO BOX 1147 | AddressLine1 |
| City | FRANKFORT | City |
| State | MI | State |
| ZIP Code | 49635 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F BECK | Name |
| Title | PRESIDENT | Title |
| Phone | 2313526650 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE M KANE | Name |
| PTIN | P00404366 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 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 | 561472 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 7007 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7007 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1773 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 143630 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1773 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8780 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8780 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 454 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 154 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3469 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1654 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1515 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 129250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 129250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 132719 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1654 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 130765 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -123939 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7126 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 232126 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 100733 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 100544 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 210 | AccountsReceivable |
| Accounts Receivable BOY | 210 | AccountsReceivableBOY |
| Accounts Receivable EOY | 210 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 210 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 409044 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 416498 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 460718 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 641380 | TotalAssetsBOY |
| Total Assets EOY | 517441 | TotalAssetsEOY |
| Total Assets EOYFMV | 561472 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -135918 | RetainedEarningsBOY |
| Retained Earnings EOY | -259857 | RetainedEarningsEOY |
| Total Net Assets BOY | 641380 | TotalNetAssetsBOY |
| Total Net Assets EOY | 517441 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 641380 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 517441 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 641380 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -123939 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 517441 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 517441 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 7,729.46 SHS DFA ONE YEAR FIXED INCOME | P | 2010-04-27 | 2011-05-06 | 79955 | 79863 | 92 | 92 |
| 6,000 SHS DFA ONE YEAR FIXED INCOME | P | 2010-04-27 | 2011-11-18 | 61995 | 61994 | 1 | 1 |
| CAPITAL GAINS DIVIDENDS | P | 1680 | 1680 | 1680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1773 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 80522 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 701391 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.114803 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 74666 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 684350 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.109105 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25065 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 792093 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.031644 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72350 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 944154 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.076629 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 91258 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 756513 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.120630 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.452811 | TotalDistributionRatio |
| Average Distribution Ratio | 0.090562 | AverageDistributionRatio |
| Net Noncharitable Assets | 641896 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 58131 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 71 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 58202 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 130765 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 71 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 71 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 71 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 207 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 207 | TotalCreditsAndPayments |
| Overpayment | 136 | Overpayment |
| Amount Credited To Next Year | 136 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM F BECK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2313526650 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MICHIGAN AVENUE | AddressLine1 |
| City | FRANKFORT | City |
| State | MI | State |
| ZIP Code | 49635 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| PATRICIA A BECK | ||||||||
| 111 MICHIGAN AVENUE PO BOX 1147 | FRANKFORT | MI | 49635 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 633089 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18582 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 651671 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 651671 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9775 | CashDeemedCharitable |
| Net Noncharitable Assets | 641896 | NetNoncharitableAssets |
| Minimum Investment Return | 32095 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32095 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 71 | TaxBasedOnInvestmentIncome |
| Total Tax | 71 | TotalTax |
| Distributable Amount Before Adj | 32024 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 32024 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 32024 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 130765 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 130765 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 71 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 130694 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32024 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 43036 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 26872 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 40656 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 45638 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 156202 | TotalExcessDistriCarryover |
| Qualifying Distributions | 130765 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32024 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 98741 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 254943 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 43036 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 211907 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 26872 | ExcessFromYear4 |
| Excess From Year2 | 40656 | ExcessFromYear2 |
| Excess From Year1 | 45638 | ExcessFromYear1 |
| Excess From Current Year | 98741 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | PUBLIC CHARITY | MEDICAL | $250 |
| BENZIE AREA CHRISTIAN NEIGHBOR | ||||||
| 2839 BENZIE HWY | BENZONIA | MI | 49616 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| CITY OF FRANKFORT COMMUNITY FUND | ||||||
| 517 MAIN ST | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $750 |
| CRYSTAL LAKE ART CENTER | ||||||
| 111 10TH ST | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $100,000 |
| FRANKFORT AREA LAND CONSERVANCY | ||||||
| PO BOX 1526 | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $1,000 |
| FRANKFORT CHAMBER OF COMMERCE FOUNDATION | ||||||
| 517 MAIN ST | FRANKFORT | MI | 49635 | PUBLIC CHARITY | COMMUNITY | $500 |
| PAUL OLIVER MEMORIAL HOSPITAL | ||||||
| 224 PARK AVE | FRANKFORT | MI | 49635 | PUBLIC CHARITY | MEDICAL | $25,000 |
| SITEMAN CANCER CENTER | ||||||
| 660 S EUCLID AVE | ST LOUIS | MO | 63110 | PUBLIC CHARITY | MEDICAL | $500 |
| ST LUKES HOSPITAL | ||||||
| 232 SOUTH WOODS MILL ROAD | CHESTERFIELD | MO | 63017 | PUBLIC CHARITY | MEDICAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 129250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,007 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,773 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,780 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8780 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB INVESTMENTS | NameOfStock |
| EOY Book Value | 416498 | EOYBookValue |
| EOYFMV | 460718 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ILLINOIS FEE | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $300 | 0 | 0 |
| FOREIGN TAX PAID | $154 | 154 | 0 |