TRITTSCHUH FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TRITTSCHUH FAMILY CHARITABLE FOUNDATION (EIN 84-3069092)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-06
- IRS object ID
- 202641879349100104
- Schema version
- 2025v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-06T06:49:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 W CENTRE AVE | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843069092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRITTSCHUH FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIT | BusinessNameControlTxt |
| Phone | 2696376151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4128 KATYDID LANE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA TRITTSCHUH | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 3128330751 | PhoneNum |
| Signature | 2026-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GABRIEL VERVYNCKT | PreparerPersonNm |
| PTIN | P02099725 | PTIN |
| Phone | 2693296600 | PhoneNum |
| Preparation | 2026-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,333,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $111,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,156 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $87 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,803 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,609 | CashBOYAmt |
| Cash EOY | $18,397 | CashEOYAmt |
| Cash EOYFMV | $18,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $805 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $470,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $526,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,313,879 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $507,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $545,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,333,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $507,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $545,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $507,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $545,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $507,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $545,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $507,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $546,347 | SubtotalAmt |
| Other Decreases | $810 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $545,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $382,037 | $260,172 | $121,865 | $121,865 |
| PUBLICLY TRADED SECURITIES | P | $222,420 | $239,217 | -$16,797 | -$16,797 |
| CAPITAL GAINS DIVIDENDS | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $362 | OverpaymentAmt |
| Applied To ES Tax | $362 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERICA TRITTSCHUH | IndividualWithBooksNm |
| Phone | 3128330751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6050 SILVER SAGE DRIVE | AddressLine1Txt |
| City | PARK CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALISON L ANTHONISZ | ||||||||
| 3500 N SEELEY AVENUE | CHICAGO | IL | 60618 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARETH J ANTHONISZ | ||||||||
| 3500 N SEELEY AVENUE | CHICAGO | IL | 60618 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN S ARMITAGE | ||||||||
| 6050 SILVER SAGE DRIVE | PARK CITY | UT | 84098 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER K PATANO | ||||||||
| 5329 W MERCER WAY | MERCER ISLAND | WA | 98040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL L TRITTSCHUH | ||||||||
| 4128 KATYDID LANE | KALAMAZOO | MI | 49008 | CO-PRESIDENT, DIR | 1.00 | $0 | $0 | $0 |
| EMILY H TRITTSCHUH | ||||||||
| 5329 W MERCER WAY | MERCER ISLAND | WA | 98040 | DIRECTOR, VP | 1.00 | $0 | $0 | $0 |
| ERICA L TRITTSCHUH | ||||||||
| 6050 SILVER SAGE DRIVE | PARK CITY | UT | 84098 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN R TRITTSCHUH | ||||||||
| 4128 KATYDID LANE | KALAMAZOO | MI | 49008 | CO-PRESIDENT, DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,070,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,119,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,119,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,102,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,443 | TotalTaxAmt |
| Distributable Before Adj | $53,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,879 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $71,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $37,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $132,808 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,879 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $71,169 | ExcessFromYear3Amt |
| Excess From Year1 | $37,207 | ExcessFromYear1Amt |
| Excess From Current Year | $10,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCATION | |||||||
| 200 TURWILL LANE | KALAMAZOO | MI | 49006 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| AMERICAN CANCER CENTER | |||||||
| 4608 W MAIN ST | KALAMAZOO | MI | 49006 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 3940 PENINSULA DR SE 180 | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| BOYS & GIRLS CLUBS OF KALAMAZOO | |||||||
| 4000 PORTAGE ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| CARES | |||||||
| 629 PIONEER ST | KALAMAZOO | MI | 49008 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| CHEFF THERAPEUTIC RIDING CENTER | |||||||
| 8450 N 43RD ST 9651 | AUGUSTA | MI | 49012 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| COMMUNITIES IN SCHOOLS KALAMAZOO | |||||||
| 180 E WATER ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 9 LAKE BELLEVUE DR | BELLEVUE | WA | 98005 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| FAMILY & CHILDREN SERVICES KALAMAZO | |||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| FARMERS ALLEY THEATRE | |||||||
| 221 FARMERS ALLEY | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| FIRST DAY SHOE FUND | |||||||
| 5416 MEREDITH ST | PORTAGE | MI | 49002 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL & UNRESTRICTED | $526 |
| HABITAT FOR HUMANITY | |||||||
| 1126 GULL RD | KALAMAZOO | MI | 49048 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| HOSPITALITY HOUSE | |||||||
| 828 S BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| KALAMAZOO GOSPEL MISSIONS | |||||||
| 448 N BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| KALAMAZOO IN BLOOM | |||||||
| PO BOX 20178 | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| KALAMAZOO INSTITUTE OF ART | |||||||
| 314 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $250 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE ST | KALAMAZOO | MI | 49001 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| KALAMAZOO NATURE CENTER | |||||||
| 7000 N WESTNEDGE AVE | KALAMAZOO | MI | 49009 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| MEDICINS SAN FRONTIERES USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| MERCER ISLAND ROWING CLUB | |||||||
| 9012 SE 59TH ST | MERCER ISLAND | WA | 98040 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| MERCER ISLAND SCHOOLS FOUNDATION | |||||||
| 4160 86TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| MICHIGAN FOUNDATION FOR THE BLIND | |||||||
| 261 E KALAMAZOO AVE | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| MICHIGAN MARITIME MUSEUM | |||||||
| 260 DYCKMAN AVE | SOUTH HAVEN | MI | 49090 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| MOUNTAIN TRAILS FOUNDATION | |||||||
| 5792 HIGHLAND DR | PARK CITY | UT | 84098 | NONE | PC | GENERAL & UNRESTRICTED | $53 |
| NATIONAL MS SOCIETY | |||||||
| 900 S BROADWAY 2ND FLOOR | DENVER | CO | 80209 | NONE | PC | GENERAL & UNRESTRICTED | $265 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW | WASHINTON | DC | 20001 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| NATIONAL PARKS FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| 1850 SIDEWINDER DR 220 | PARK CITY | UT | 84060 | NONE | PC | GENERAL & UNRESTRICTED | $600 |
| PI BETA PHI FOUNDATION | |||||||
| 1154 TOWN AND COUNTRY | TOWN AND COUNTRY | MO | 63017 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| PLANNED PARENTHOOD | |||||||
| 4201 W MICHIGAN AVE | KALAMAZOO | MI | 49006 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| PROJECT HOPE | |||||||
| 1101 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| SALVATION ARMY | |||||||
| 5117 PORTAGE RD | PORTAGE | MI | 49002 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| SOUTH HAVEN ART CENTER | |||||||
| 600 PHOENIX ST | SOUTH HAVEN | MI | 49090 | NONE | PC | GENERAL & UNRESTRICTED | $2,200 |
| UNITED WAY OF SOUTHWEST MICHIGAN | |||||||
| 2015 LAKEVIEW AVE | ST JOSEPH | MI | 49085 | NONE | PC | GENERAL & UNRESTRICTED | $1,700 |
| WARRIORS AND QUIET WATER FOUNDATION | |||||||
| 1087 STONERIDGE DR STE 1 | BOZEMAN | MT | 59718 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| WMU FOUNDATION | |||||||
| 2350 RING RD N | KALAMAZOO | MI | 49006 | NONE | PC | GENERAL & UNRESTRICTED | $250 |
| YOUTH SPORTS ALLIANCE | |||||||
| 725 PARKWAY | PARK CITY | UT | 84098 | NONE | PC | GENERAL & UNRESTRICTED | $80 |
| YWCA OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $200 |
| ACEING AUTISM | |||||||
| 2001 S BARRINGTON AVE 207 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL & UNRESTRICTED | $120 |
| COMMUNITY HEALING CENTER | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| FRIENDS OF THE BLUE STAR TRAIL | |||||||
| 6935 BLUE WATER LANE | FENNVILLE | MI | 49408 | NONE | PC | GENERAL & UNRESTRICTED | $400 |
| CHICAGOLAND HABITAT FOR HUMANITY | |||||||
| 328 S JEFFERSON 610 | CHICAGO | IL | 60661 | NONE | PC | GENERAL & UNRESTRICTED | $1,500 |
| JUNIOR LEAGUE OF SARASOTA | |||||||
| 3300 S TAMIAMI TRAIL UNIT 3 | SARASOTA | FL | 34239 | NONE | PC | GENERAL & UNRESTRICTED | $200 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| MERCER ISLAND YOUTH AND FAMILY SERVICES FOUNDATION | |||||||
| PO BOX 1084 | MERCER ISLAND | WA | 98040 | NONE | PC | GENERAL & UNRESTRICTED | $600 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| WORLD CENTRAL KITCHEN | |||||||
| PMB 2124 2001 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL & UNRESTRICTED | $516 |
| WASATCH IMMIGRATION PROJECT | |||||||
| PO BOX 681791 | PARK CITY | UT | 84068 | NONE | PC | GENERAL & UNRESTRICTED | $53 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | GENERAL & UNRESTRICTED | $250 |
| UTAH STATE UNIVERSITY | |||||||
| 2400 OLD MAIN HL | LOGAN | UT | 84322 | NONE | PC | GENERAL & UNRESTRICTED | $53 |
| TREEHOUSE | |||||||
| 2100 24TH AVENUE SOUTH 200 | SEATTLE | WA | 98144 | NONE | PC | GENERAL & UNRESTRICTED | $200 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10 FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL & UNRESTRICTED | $516 |
| PLANNED PARENTHOOD ASSOCIATION OF UTAH | |||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL & UNRESTRICTED | $265 |
| PARK CITY CONSERVATION ASSOCIATION | |||||||
| PO BOX 682998 | PARK CITY | UT | 84068 | NONE | PC | GENERAL & UNRESTRICTED | $159 |
| MUNSON HOME CARE | |||||||
| 1105 SIXTH STREET | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL & UNRESTRICTED | $200 |
| MUNSON HOME SERVICES | |||||||
| 1105 SIXTH STREET | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL & UNRESTRICTED | $200 |
| FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | |||||||
| 345 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,956 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,075 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,412 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $1,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $526,335 | EOYBookValueAmt |
| EOYFMV | $1,313,879 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $810 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $256 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $256 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT BROKER FEES | CategoryTxt |
| Amt | $5,536 | Amt |
| Net Investment Income | $5,536 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $87 | $87 | $0 |
| EXCISE TAXES | $1,101 | $0 | $0 |