MIKE AND SHARON SEELYE FAMILY FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MIKE AND SHARON SEELYE FAMILY FOUNDATION (EIN 20-0488026)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201121329349101667
- Schema version
- 2009v1.7
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:32:36-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200488026 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND SHARON SEELYE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MIKE | NameControl |
| Phone | 2693753820 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | michael seelye | Name |
| Title | president | Title |
| Phone | 2693753820 | Phone |
| Date Signed | 2011-02-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 288277 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1436 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3251 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3251 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5469 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 50140 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -782 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3251 | 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 |
| Other Prof Fees Rev And Expnss | 125 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 125 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 53 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 53 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 178 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 178 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14178 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 178 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14960 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3073 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5248 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5071 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5071 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 337994 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 323211 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 283206 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 343242 | TotalAssetsBOY |
| Total Assets EOY | 328282 | TotalAssetsEOY |
| Total Assets EOYFMV | 288277 | 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 | 343242 | RetainedEarningsBOY |
| Retained Earnings EOY | 328282 | RetainedEarningsEOY |
| Total Net Assets BOY | 343242 | TotalNetAssetsBOY |
| Total Net Assets EOY | 328282 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 343242 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 328282 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 343242 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14960 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 328282 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 328282 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| Allergan | 2007-03-14 | 2009-11-24 | 5862 | 5383 | 479 | 479 |
| becton dickinson | 2005-06-30 | 2010-04-26 | 6152 | 4235 | 1917 | 1917 |
| Citrix Systems Inc | 2007-10-03 | 2009-09-04 | 10610 | 18372 | -7762 | -7762 |
| Dentspy Intl | 2007-06-08 | 2009-11-24 | 5938 | 6503 | -565 | -565 |
| Oracle Corp | 2008-02-13 | 2009-09-04 | 6546 | 5922 | 624 | 624 |
| Stryker | 2004-02-17 | 2010-04-29 | 11791 | 13140 | -1349 | -1349 |
| Thermo Fisher Scientific | 2004-12-03 | 2009-11-24 | 3241 | 2054 | 1187 | 1187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5469 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 264045 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045447 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21964 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 384271 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057158 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21697 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 394531 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054994 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19672 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 365851 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053771 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28044 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 327615 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085600 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.296970 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059394 | AverageDistributionRatio |
| Net Noncharitable Assets | 302241 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17951 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 31 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17982 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 61 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 61 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 61 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 388 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 388 | TotalCreditsAndPayments |
| Overpayment | 327 | Overpayment |
| Amount Credited To Next Year | 327 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 | MICHAEL N SEELYE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2693753820 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL N SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SHARON K SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | VP/SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| MICHAEL T SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHELLE N SEELYE Drucker | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MAURI E SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LINDSEY M SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 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 | 293886 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12958 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 306844 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 306844 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4603 | CashDeemedCharitable |
| Net Noncharitable Assets | 302241 | NetNoncharitableAssets |
| Minimum Investment Return | 15112 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15112 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 61 | TaxBasedOnInvestmentIncome |
| Total Tax | 61 | TotalTax |
| Distributable Amount Before Adj | 15051 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15051 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15051 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15051 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5755 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2035 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2576 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2822 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 13188 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1051 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1051 | ExcessDistriCyovAppliedCY |
| Total Corpus | 12137 | 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 | 4704 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7433 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2035 | ExcessFromYear4 |
| Excess From Year3 | 2576 | ExcessFromYear3 |
| Excess From Year2 | 2822 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL N SEELYE | ContributingManager |
| Contributing Manager | SHARON K SEELYE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||
| 3501 COVINGTON ROAD | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $500 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 Stadium Dr | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $3,000 |
| Free Clinic of Kalamazoo | ||||||
| 2918 Portage Road | Kalamazoo | MI | 49001 | public | GENERAL SUPPORT | $500 |
| GENEROUS HANDS | ||||||
| PO BOX 313 502 W HIGHWAY ST | VICKSBURG | MI | 49097 | PUBLIC | GENERAL SUPPORT | $1,000 |
| GREAT LAKES BURN CAMP | ||||||
| 1709 N WEST AVE PMB 138 | JACKSON | MI | 49202 | PUBLIC | GENERAL SUPPORT | $250 |
| HOSPICE CARE OF SOUTHWEST MICHIGAN | ||||||
| 222 N KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $750 |
| KALAMAZOO COMMUNITY IN SCHOOLS FOUNDATION | ||||||
| 125 WEST EXCHANGE PLACE | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $3,000 |
| MARCH OF DIMES | ||||||
| 1930 W MILHAM RD SUITE A | PORTAGE | MI | 49024 | PUBLIC | GENERAL SUPPORT | $250 |
| MINISTRY WITH COMMUNITY | ||||||
| 440 N CHURCH ST | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $750 |
| PET RESOURCE NETWORK | ||||||
| PO Box 3034 | KALAMAZOO | MI | 49003 | PUBLIC | GENERAL SUPPORT | $500 |
| SPCA of Southwest MI | ||||||
| PO Box 2676 | Portage | MI | 49081 | public | general support | $500 |
| Special Olympics of MI Inc | ||||||
| Central Michigan University | Mount Pleasant | MI | 48859 | PUBLIC | GENERAL SUPPORT | $250 |
| Hospital Hospitality House | ||||||
| 527 W South St | KaLAMAZOO | MI | 49007 | pUBLIC | gENERAL SUPPORT | $500 |
| Pretty Lake Vacation Camp | ||||||
| 9123 West Q Avenue | Mattawan | MI | 49071 | pUBLIC | gENERAL SUPPORT | $500 |
| West Michigan Cancer Center | ||||||
| 200 North Park Street | KALAMAZOO | MI | 49007 | pUBLIC | gENERAL SUPPORT | $750 |
| Loaves and Fishes | ||||||
| 913 E Alcott | KALAMAZOO | MI | 49001 | pUBLIC | gENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14000 | 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 | $3,251 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,469 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$2,218 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -2218 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | recovery of amount previously treated as a qualifing distirbution | RelationshipStatement |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (31 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 250 shares Accenture Ltd | 10490 | 9663 |
| 300 shares Adobe Systems | 8841 | 7929 |
| 100 shares Air Products and Chemicals | 7978 | 6481 |
| 155 shares Allergan | 8343 | 9030 |
| 382 shares Ameican Capital Strtgic | 14950 | 1841 |
| 155 shares Becton Dickinson | 8205 | 10481 |
| 450 shares Carmax | 10642 | 8954 |
| 400 shares Cheesecake Factory, Inc. | 11463 | 8904 |
| 300 shares Citrix Systems Inc | 6124 | 12669 |
| 60 shares Core Lab N.V. | 7221 | 8857 |
| 220 shares Dentspy INTL | 7948 | 6580 |
| 350 shares Expeditors Intl Wash | 14987 | 12079 |
| 400 shares FTI Consulting | 17710 | 17436 |
| 18 shares Furiex Phamaceuticals | 187 | 183 |
| 250 shares HCC Insurance Holdigns | 7586 | 6190 |
| 150 shares Illinois Tool Works | 6631 | 6192 |
| 150 shares ITT Corp | 9783 | 6738 |
| 300 shares Omnicom Group | 14226 | 10290 |
| 300 shares Oracle Corp | 5922 | 6438 |
| 225 shares Pharm Prod Dev Inc | 5143 | 5717 |
| 630 shares Principal Financial | 21997 | 14767 |
| 200 shares Qualcomm | 7675 | 6568 |
| 450 shares Ritchie Bros Auctioneers | 7665 | 8199 |
| 241.368 shares Scout FDS International Fund | 7200 | 6310 |
| 450 shares Starbucks | 15489 | 10935 |
| 300 shares Stryker | 19710 | 25030 |
| 204 shares Suncor | 6914 | 6006 |
| 230 shares Thermo Fisher Scientific | 6750 | 11282 |
| 550 shares Trimble Nav Ltd | 22617 | 15400 |
| 325 shares VCA Antech Inc | 10751 | 8047 |
| 300 shares Walgreen | 12063 | 8010 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $125 | Amount |
| Net Investment Income | 125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | foreign taxes | Category |
| Amount | $53 | Amount |
| Net Investment Income | 53 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments