PAT AND HERB ELDEAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAT AND HERB ELDEAN FAMILY FOUNDATION (EIN 41-2026050)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-27
- IRS object ID
- 202341179349101214
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T15:43:56-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382831981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELONG & BROWER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 S WAVERLY RD | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412026050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT & HERB ELDEAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAT& | BusinessNameControlTxt |
| Phone | 6163355843 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6 | AddressLine1Txt |
| City | MACATAWA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA ELDEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6163355843 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | ELDEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY BROEKHUIZEN | PreparerPersonNm |
| PTIN | P01275372 | PTIN |
| Phone | 6163960500 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,531 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,349 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,349 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $5,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,354 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $75 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,354 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,713 | CashBOYAmt |
| Cash EOY | $37,842 | CashEOYAmt |
| Cash EOYFMV | $37,842 | CashEOYFMVAmt |
| Corporate Stock BOY | $283,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $283,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,689 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $331,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $321,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $331,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $321,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $321,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $321,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $321,063 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $321,063 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73 | SubtotalAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $73 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA ELDEAN | IndividualWithBooksNm |
| Phone | 6163355843 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELDEAN DRIVE | AddressLine1Txt |
| City | MACATAWA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA ELDEAN | ||||||||
| ONE ELDEAN DRIVE | MACATAWA | MI | 49434 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WADE ELDEAN | ||||||||
| ONE ELDEAN DRIVE | MACATAWA | MI | 49434 | TREASURER | 000.00 | $0 | $0 | $0 |
| KORI ELDEAN RENTZ | ||||||||
| ONE ELDEAN DRIVE | MACATAWA | MI | 49434 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $263,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $306,624 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $306,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $302,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73 | TotalTaxAmt |
| Distributable Before Adj | $15,028 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,028 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,028 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,888 | UndistributedIncomePYAmt |
| Qualifying Distributions | $16,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,888 | AppliedToYear1Amt |
| Applied To Current Year | $13,262 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,766 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SAINT FRANCIS DE SALES | |||||
| 195 W 13TH ST | HOLLAND | MI | 49423 | FUND OPERATIONS | $2,200 |
| CORPUS CHRISTIE FOUNDATION | |||||
| 12100 QUINCY ST | HOLLAND | MI | 49424 | FUND OPERATIONS | $500 |
| CORPUS CHRISTIE SCHOOL | |||||
| 12100 QUINCY ST | HOLLAND | MI | 49424 | FUND OPERATIONS | $500 |
| CHILDREN'S ADVOCACY CENTER | |||||
| 12125 UNION STREET | HOLLAND | MI | 49424 | FUND OPERATIONS | $300 |
| HOLLAND MUSEUM | |||||
| 31 W 10TH STREET | HOLLAND | MI | 49423 | FUND OPERATIONS | $250 |
| NPR WGVU PUBLIC MEDIA | |||||
| 301 FULTON ST W | GRAND RAPIDS | MI | 49504 | FUND OPERATIONS | $750 |
| RESILIENCE (WOMEN IN TRANSITION) | |||||
| 411 BUTTERNUT DRIVE | HOLLAND | MI | 49424 | FUND OPERATIONS | $500 |
| LIGHTHOUSE IMMIGRANT ADVOCATES | |||||
| 735 PAW PAW DRIVE | HOLLAND | MI | 49423 | FUND OPERATIONS | $300 |
| HOSPICE OF HOLLAND | |||||
| 270 HOOVER BLVD | HOLLAND | MI | 49423 | FUND OPERATIONS | $250 |
| BOYS & GIRLS CLUB | |||||
| 435 VAN RAALTE AVE | HOLLAND | MI | 49423 | FUND OPERATIONS | $300 |
| HOLLAND COMMUNITY THEATER | |||||
| 50 W 9TH ST | HOLLAND | MI | 49423 | FUND OPERATIONS | $150 |
| GIVE HOPE - WOMEN WHO CARE | |||||
| VARIOUS | HOLLAND | MI | 49423 | FUND OPERATIONS | $400 |
| HABITAT FOR HUMANITY | |||||
| 12727 RILEY STREET | HOLLAND | MI | 49424 | FUND OPERATIONS | $1,000 |
| COMMUNITY ACTION HOUSE | |||||
| 739 PAW PAW DRIVE | HOLLAND | MI | 49423 | FUND OPERATIONS | $2,000 |
| HOLLANDZEELAND COMMUNITY FOUNDATIO | |||||
| 85 E 8TH STREET STE 110 | HOLLAND | MI | 49423 | FUND OPERATIONS | $5,000 |
| WESTERN THEOLOGICAL SEMINARY | |||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | FUND OPERATIONS | $300 |
| ROAD TO RECOVERY | |||||
| VARIOUS | HOLLAND | MI | 49423 | FUND OPERATIONS | $100 |
| CATHOLIC SERVICES | |||||
| 360 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | FUND OPERATIONS | $1,100 |
| CATHOLIC RELIEF | |||||
| 360 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | FUND OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,354 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $283,221 | EOYBookValueAmt |
| EOYFMV | $214,689 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES | $55 | $55 |
| STATE OF MICHIGAN | $20 | $20 |