RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201111309349101316
- Schema version
- 2010v3.2
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T12:28:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE L DERIDDER | Name |
| Phone | 6169426440 | Phone |
| Date Prepared | 2011-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2556135 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 71110 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 22 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57062 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57062 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6772 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 77882 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6772 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 6 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 134972 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63856 | 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 | 6012 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6012 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 450 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 450 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 20 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13282 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9862 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3420 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 154000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 154000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 167282 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9862 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 157420 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32310 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53994 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 85125 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -10845 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -10845 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2056432 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2120092 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2566980 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2141557 | TotalAssetsBOY |
| Total Assets EOY | 2109247 | TotalAssetsEOY |
| Total Assets EOYFMV | 2556135 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2141557 | RetainedEarningsBOY |
| Retained Earnings EOY | 2109247 | RetainedEarningsEOY |
| Total Net Assets BOY | 2141557 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2109247 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2141557 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2109247 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2141557 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32310 | ExcessOfRevenueOverExpenses |
| Subtotal | 2109247 | Subtotal |
| Total Net Assets Fund Balances EOY | 2109247 | 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 |
|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | P | 2010-10-11 | 2010-10-15 | 5339 | 5347 | -8 | -8 |
| ASHLAND INC. NEW | P | 2010-10-11 | 2010-10-15 | 3745 | 3856 | -111 | -111 |
| BIG LOTS INC | P | 2010-10-11 | 2010-10-15 | 3726 | 3791 | -65 | -65 |
| BROADRIDGE FINANCIAL SOLUTIONS | P | 2010-10-11 | 2010-10-15 | 4006 | 4336 | -330 | -330 |
| CHEMED CORP | P | 2010-10-11 | 2010-10-15 | 4233 | 4079 | 154 | 154 |
| CHESAPEAKE UTILS CORP | P | 2010-10-11 | 2010-10-15 | 8765 | 8844 | -79 | -79 |
| COOPER COMPANIES INC. | P | 2010-10-11 | 2010-10-15 | 3317 | 3222 | 95 | 95 |
| DICK'S SPORTING GOODS | P | 2010-10-11 | 2010-10-15 | 5117 | 5060 | 57 | 57 |
| EATON VANCE CORP | P | 2010-10-11 | 2010-10-15 | 3675 | 3673 | 2 | 2 |
| FLOWERS FOODS INC | P | 2010-10-11 | 2010-10-15 | 5010 | 5148 | -138 | -138 |
| LENNOX INTL INC | P | 2010-10-11 | 2010-10-15 | 6159 | 6156 | 3 | 3 |
| NOVELLUS SYS INC. | P | 2010-10-11 | 2010-10-15 | 4184 | 4084 | 100 | 100 |
| THOMAS & BETTS CORP | P | 2010-10-11 | 2010-10-15 | 4137 | 4089 | 48 | 48 |
| WATTS WATER TECHNOLOGIES | P | 2010-10-11 | 2010-10-15 | 9412 | 9425 | -13 | -13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6772 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -285 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 176194 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2121079 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.083068 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 145933 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2463150 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059246 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 254966 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2989953 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.085274 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 109435 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2729275 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040097 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 87332 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2487557 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035108 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302793 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060559 | AverageDistributionRatio |
| Net Noncharitable Assets | 2363981 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 143160 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 540 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 143700 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 157420 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 540 | InvestmentIncomeExciseTax |
| Subtotal | 540 | Subtotal |
| Tax Based On Investment Income | 540 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2503 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2503 | TotalCreditsAndPayments |
| Overpayment | 1963 | Overpayment |
| Amount Credited To Next Year | 1963 | 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 | 6168741732 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | 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 | ||||||||
| 9202 ORIOLE DRIVE | COOPERSVILLE | MI | 49404 | 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 | 2323011 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 76970 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2399981 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2399981 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36000 | CashDeemedCharitable |
| Net Noncharitable Assets | 2363981 | NetNoncharitableAssets |
| Minimum Investment Return | 118199 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118199 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 540 | TaxBasedOnInvestmentIncome |
| Total Tax | 540 | TotalTax |
| Distributable Amount Before Adj | 117659 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 117659 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 117659 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 157420 | ExpensesAndContributions |
| Qualifying Distributions | 157420 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 540 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 156880 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 117659 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 35105 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 23929 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 72172 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 131206 | TotalExcessDistriCarryover |
| Qualifying Distributions | 157420 | QualifyingDistributions |
| Applied To Current Year | 117659 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39761 | RemainingDistriFromCorpus |
| Total Corpus | 170967 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 170967 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 35105 | ExcessFromYear3 |
| Excess From Year2 | 23929 | ExcessFromYear2 |
| Excess From Year1 | 72172 | ExcessFromYear1 |
| Excess From Current Year | 39761 | 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 | 6293 CANNON HIGHLANDS DR NE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6168741732 | 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 (30 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 |
|---|---|---|---|---|---|---|---|---|
| MICHIGAN STATE UNIVERSITY | ||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | SUPPORT WOMEN'S GOLF | $2,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | DREAM SCHOLARSHIP FUND | $90,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST NW 400 | ATLANTA | GA | 303031002 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $7,000 | |
| CRYSTAL CATHEDRAL | ||||||||
| 13280 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $10,000 | |
| CIVIL WAR PRESERVATION | ||||||||
| 1331 H STREET NW 1001 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,500 | |
| NATL' MS SOCIETY | ||||||||
| 900 S BROADWAY 2ND FLR | DENVER | CO | 80209 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $3,000 | |
| GUIDING LIGHT MISSION | ||||||||
| 255 S DIVISION | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT COMMUNITY SERVICES | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 24480 NETWORK PLACE | CHICAGO | IL | 606731244 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| GRAND VALLEY STATE UNIV | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $3,000 | |
| BLUE LAKE PUBLIC RADIO | ||||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| SAFE HAVEN OF MICHIGAN | ||||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | SUITE 335 |
| SALVATION ARMY | ||||||||
| 1491 DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | |
| BOYS & GIRLS CLUBS OF GR | ||||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| JOHN BALL ZOO SOCIETY | ||||||||
| 1300 WEST FULTON STREET | GRAND RAPIDS | MI | 49504 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $3,000 | |
| AMERICAN INST CANCER RES | ||||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 1 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| WESTERN MICHIGAN JR GOLF | ||||||||
| 7333 KNAPP ST NE | ADA | MI | 49301 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,500 | |
| WOMEN'S RESOURCE CENTER | ||||||||
| 836 BUCK LANE | HAVERFORD | PA | 19041 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| CONDUCTIVE LEARNING CENTE | ||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| ALLENDALE PUBLIC SCHOOLS | ||||||||
| 10505 LEARNING LANE | ALLENDALE | MI | 49401 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| ST VINCENT DEPAUL OUTREA | ||||||||
| 1314 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $250 | |
| UNIVERSITY PRESBYTERIAN | ||||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $250 | |
| UNITED WAY OF FLORIDA | ||||||||
| 518 MULBERRY AVE | PANAMA CITY | FL | 32401 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | |
| YMCA | ||||||||
| 475 LAKE MICHIGAN DRIVE N | GRAND RAPIDS | MI | 49504 | NONE | 501(C)(3) | SUPPORT KIDS TO CAMP SCHOLARSHIP | $500 | |
| WGVU RADIO | ||||||||
| PO BOX 1668 | GRAND RAPIDS | MI | 49501 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | |
| GRAND RAPIDS COMM FOUND | ||||||||
| 185 OAKES STREET SW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | |
| AMERICAN HEART ASSOCIATIO | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | |
| PASTOR CARE | ||||||||
| PO BOX 888249 | GRAND RAPIDS | MI | 49588 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $500 | |
| NEW ENGLAND HIST SOCIETY | ||||||||
| 99-101 NEWBURRY STREET | BOSTOM | MA | 02116 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 154000 | 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 | $22 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,062 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,772 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,862 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63862 | 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 | 71110 | 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 | 71110 | FairMarketValue |
| Date Received | 2011-10-11 | 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 | 80394 | 178036 |
| DIMENSIONAL ADV US MICRO CAP DFSCX | 179672 | 195515 |
| DIMENSIONAL ADV US SMALL CAP DFSVX | 163391 | 187054 |
| DIMENSIONAL ADV US LARGE CAP DFLVX | 300346 | 339724 |
| SPARTAN 500 INDEX FID ADV FUSVX | 292282 | 324033 |
| DIMENSIONAL ADV 5 YR GOVT DFFGX | 235374 | 239880 |
| DIMENSIONAL ADV 1 YR FIXED INC DFIHX | 120158 | 121542 |
| DFA INVT 2 YR GLOBAL FIXED INC DFGFX | 232354 | 235677 |
| DIMENSIONAL ADV GLBL FIX INC DFGBX | 237034 | 241706 |
| DFA GLOBAL REAL ESTATE SEC DFGEX | 100447 | 178915 |
| DFA INT'L CORE EQUITY DFIEX | 178640 | 324898 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL REPORT | 20 | 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 6 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAND WEALTH MANAGEMENT | Category |
| Amount | $6,012 | Amount |
| Net Investment Income | 6012 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $450 | Amount |
| Net Investment Income | 450 | NetInvestmentIncome |
Comments