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PAT AND HERB ELDEAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PAT AND HERB ELDEAN FAMILY FOUNDATION (EIN 41-2026050)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202203139349100505
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-11-09T07:33:14-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382831981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELONG & BROWER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1460 S WAVERLY RDAddressLine1Txt
CityHOLLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412026050EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAT & HERB ELDEAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAT&BusinessNameControlTxt
Phone6163355843PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6AddressLine1Txt
CityMACATAWACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHERB ELDEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6163355843PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHERBPersonFirstNm
Person LastELDEANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJODY BROEKHUIZENPreparerPersonNm
PTINP01275372PTIN
Phone6163960500PhoneNum
Preparation2022-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$360,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,163DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,163DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,163DividendsAdjNetIncmAmt
Total Rev And Expnss$35,169TotalRevAndExpnssAmt
Total Net Invst Incm$5,169TotalNetInvstIncmAmt
Total Adj Net Incm$5,169TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,419ExcessRevenueOverExpensesAmt
Net Investment Income$5,019NetInvestmentIncomeAmt
Adjusted Net Income$5,169AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,294CashBOYAmt
Cash EOY$48,713CashEOYAmt
Cash EOYFMV$48,713CashEOYFMVAmt
Corporate Stock BOY$283,221CorporateStockBOYAmt
Corporate Stock EOY$283,221CorporateStockEOYAmt
Corporate Stock EOYFMV$312,002CorporateStockEOYFMVAmt
Total Assets BOY$305,515TotalAssetsBOYAmt
Total Assets EOY$331,934TotalAssetsEOYAmt
Total Assets EOYFMV$360,715TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$305,515RetainedEarningBOYAmt
Retained Earning EOY$331,934RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$305,515TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$331,934TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$305,515TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$331,934TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$305,515TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,419ExcessRevenueOverExpensesAmt
Subtotal$331,934SubtotalAmt
Tot Net Ast Or Fund Balances EOY$331,934TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70InvestmentIncomeExciseTaxAmt
Subtotal$70SubtotalAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Tax Due$70TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA ELDEANIndividualWithBooksNm
Phone6163355843PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ELDEAN DRIVEAddressLine1Txt
CityMACATAWACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49434ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HERB ELDEAN
ONE ELDEAN DRIVEMACATAWAMI49434PRESIDENT000.00$0$0$0
PATRICIA ELDEAN
ONE ELDEAN DRIVEMACATAWAMI49434VP/SECRETARY000.00$0$0$0
WADE ELDEAN
ONE ELDEAN DRIVEMACATAWAMI49434TREASURER000.00$0$0$0
KORI ELDEAN RENTZ
ONE ELDEAN DRIVEMACATAWAMI49434DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$295,925AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,504AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$331,429TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$331,429AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,971CashDeemedCharitableAmt
Net Vl Noncharitable Assets$326,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,323MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,323MinimumInvestmentReturnAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Total Tax$70TotalTaxAmt
Distributable Before Adj$16,253DistributableBeforeAdjAmt
Distributable Before Ded$16,253DistributableBeforeDedAmt
Distributable As Adjusted$16,253DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,600ExpensesAndContributionsAmt
Qualifying Distributions$8,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,253DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$442ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$742ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,547ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,765TotalExcessDistributionCyovAmt
Qualifying Distributions$8,600QualifyingDistributionsAmt
Applied To Current Year$8,600AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,765ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,765ExcessDistributionCyovAppCYAmt
Undistributed Income CY$2,888UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT FRANCIS DE SALES
195 W 13TH STHOLLANDMI49423FUND OPERATIONS$2,000
CORPUS CHRISTIE FOUNDATION
12100 QUINCY STHOLLANDMI49424FUND OPERATIONS$500
CORPUS CHRISTIE SCHOOL
12100 QUINCY STHOLLANDMI49424FUND OPERATIONS$500
CHILDREN'S ADVOCACY CENTER
12125 UNION STREETHOLLANDMI49424FUND OPERATIONS$400
HOLLAND MUSEUM
31 W 10TH STREETHOLLANDMI49423FUND OPERATIONS$250
MAKE A WISH FOUNDATION
7600 GRAND RIVER AVEHOLLANDMI48114FUND OPERATIONS$500
NPR WGVU PUBLIC MEDIA
301 FULTON ST WGRAND RAPIDSMI49504FUND OPERATIONS$300
RESILIENCE (WOMEN IN TRANSITION)
411 BUTTERNUT DRIVEHOLLANDMI49424FUND OPERATIONS$500
PHI SIGMA KAPPA FOUNDATION
2925 E 96TH STINDIANAPOLISIN46240FUND OPERATIONS$1,000
LIGHTHOUSE IMMIGRANT ADVOCATES
735 PAW PAW DRIVEHOLLANDMI49423FUND OPERATIONS$250
HOSPICE OF HOLLAND
270 HOOVER BLVDHOLLANDMI49423FUND OPERATIONS$450
MAPLE AVENUE MINISTRIES
427 MAPLE AVENUEHOLLANDMI49423FUND OPERATIONS$100
CAMP SUNSHINE
391 W LAKEWOOD BLVDHOLLANDMI49423FUND OPERATIONS$100
DIOCESE OF GRAND RAPIDS
360 DIVISION AVE SGRAND RAPIDSMI49504FUND OPERATIONS$100
GRACE EPISCOPAL CHURCH
555 MICHIGAN AVEHOLLANDMI49423FUND OPERATIONS$200
MICHIGAN MARITIME MUSEUM
260 DYCKMAN AVESOUTH HAVENMI49090FUND OPERATIONS$1,000
RENEW THERAPEUTIC RIDING CENTER
5080 146TH AVEHOLLANDMI49423FUND OPERATIONS$100
BOYS & GIRLS CLUB
435 VAN RAALTE AVEHOLLANDMI49423FUND OPERATIONS$200
HOLLAND COMMUNITY THEATER
50 W 9TH STHOLLANDMI49423FUND OPERATIONS$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,163ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,169ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,169TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$283,221EOYBookValueAmt
EOYFMV$312,002EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt