JOE D PENTECOST FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOE D PENTECOST FOUNDATION (EIN 35-2178154)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-23
- IRS object ID
- 202102049349100015
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-23T15:02:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3505 COOLIDGE RD | AddressLine1Txt |
| City | EAST LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352178154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE D PENTECOST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOED | BusinessNameControlTxt |
| Phone | 5173365000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1651 WEST LAKE LANSING ROAD NO 30 | AddressLine1Txt |
| City | EAST LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48823 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA F STOSKOPF | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5173365000 | PhoneNum |
| Signature | 2021-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RITA | PersonFirstNm |
| Person Last | STOSKOPF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J WARMELS CPAABV | PreparerPersonNm |
| PTIN | P00342215 | PTIN |
| Phone | 5173515508 | PhoneNum |
| Preparation | 2021-07-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,730,808 | 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 | $72,585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,585 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $370,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,153 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $161,878 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $161,878 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $57,941 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $639,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,924,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $639,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $318 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $318 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,244,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,244,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,688 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,976 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,712 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,914 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,037 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,877 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,057 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,090 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,916 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,439 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,805 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $25,233 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,699 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $957,214 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $957,214 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,388,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,118,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $982,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $262,673 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,885 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $11,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $17,814,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,750,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,815,666 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,093,104 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $396,997 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $721,340 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $696,107 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $696,107 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,063 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,063 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $18,809,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,665,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,730,808 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,103 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,103 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,103 | 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 | $18,804,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,660,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,804,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,660,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,809,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,665,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,804,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,660,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,660,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL 676-02574 COVERED | 2019-05-10 | 2020-12-18 | $240,192 | $240,120 | $72 | $72 | |
| MERRILL 676-02579 COVERED | 2020-12-31 | $641,281 | $695,300 | -$54,019 | -$54,019 | ||
| MERRILL 676-02579 COVERED | 2020-12-31 | $1,172,876 | $1,168,746 | $4,130 | $4,130 | ||
| MERRILL 676-02585 COVERED | 2019-04-05 | 2020-03-12 | $6,293 | $9,409 | -$3,116 | -$3,116 | |
| MERRILL 676-02585 COVERED | 2020-12-31 | $639,112 | $608,045 | $31,067 | $31,067 | ||
| MERRILL 676-02588 COVERED | 2020-12-31 | $58,737 | $55,676 | $3,061 | $3,061 | ||
| MERRILL 676-02588 COVERED | 2020-12-31 | $503,923 | $236,400 | $267,523 | $267,523 | ||
| MERRILL 676-02592 COVERED | 2020-12-31 | $52,745 | $55,368 | -$2,623 | -$2,623 | ||
| MERRILL 676-02592 COVERED | 2020-12-31 | $311,270 | $300,820 | $10,450 | $10,450 | ||
| MERRILL 676-02592 NONCOVERED | 2020-12-21 | 2020-12-21 | $1,404 | $1,404 | $0 | $0 | |
| MERRILL 676-02596 COVERED | 2020-12-31 | $1,070,169 | $1,080,886 | -$10,717 | -$10,717 | ||
| MERRILL 676-02596 COVERED | 2020-12-31 | $1,070,970 | $611,922 | $459,048 | $459,048 | ||
| MERRILL 676-02599 COVERED | 2020-12-31 | $41,448 | $42,334 | -$886 | -$886 | ||
| MERRILL 676-02599 COVERED | 2020-12-31 | $265,724 | $288,171 | -$22,447 | -$22,447 | ||
| MERRILL 676-02601 COVERED | 2020-12-31 | $9,311 | $9,542 | -$231 | -$231 | ||
| MERRILL 676-02601 COVERED | 2020-12-31 | $56,818 | $56,907 | -$89 | -$89 | ||
| MERRILL 676-02601 NONCOVERED | 2020-12-31 | $1,559 | $1,217 | $342 | $342 | ||
| MERRILL 676-02602 COVERED | 2020-12-31 | $61,016 | $55,447 | $5,569 | $5,569 | ||
| MERRILL 676-02604 COVERED | 2020-12-31 | $148,147 | $140,325 | $7,822 | $7,822 | ||
| MERRILL 676-02604 COVERED | 2020-12-31 | $169,836 | $157,716 | $12,120 | $12,120 | ||
| MERRILL 676-02604 NONCOVERED | 2020-01-22 | 2020-03-24 | $27,998 | $27,892 | $106 | $106 | |
| MERRILL 676-02751 COVERED | 2020-12-31 | $8,177 | $8,130 | $47 | $47 | ||
| MERRILL 676-02751 COVERED | 2020-12-31 | $355,496 | $433,561 | -$78,065 | -$78,065 | ||
| CAPITAL GAINS DIVIDENDS | $9,981 | $9,981 | $9,981 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $639,145 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,580 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $145 | EsPenaltyAmt |
| Overpayment | $1,275 | OverpaymentAmt |
| Applied To ES Tax | $1,275 | 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 |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 | JDPFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RITA F STOSKOPF | IndividualWithBooksNm |
| Phone | 5173365000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1651 WEST LAKE LANSING ROAD SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | EAST LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48823 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT J PHIPPS | |||||||||
| 1651 WEST LAKE LANSING ROAD SUITE | 300 | EAST LANSING | MI | 48823 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| CALVIN C LUTZ | |||||||||
| 1651 WEST LAKE LANSING ROAD SUITE | 300 | EAST LANSING | MI | 48823 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| RITA F STOSKOPF | |||||||||
| 1651 WEST LAKE LANSING ROAD SUITE | 300 | EAST LANSING | MI | 48823 | DIRECTOR | 30.00 | $106,688 | $0 | $0 |
| VIC LOOMIS | |||||||||
| 1651 WEST LAKE LANSING ROAD SUITE | 300 | EAST LANSING | MI | 48823 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| GARY HURAND | |||||||||
| 1651 WEST LAKE LANSING ROAD SUITE | 300 | EAST LANSING | MI | 48823 | DIRECTOR | 2.00 | $6,000 | $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 | $24,017,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $719,874 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,972,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,972,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,598,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,229,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,229,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,660 | TotalTaxAmt |
| Distributable Before Adj | $1,216,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,216,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,216,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,118,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,118,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,118,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,216,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $945,330 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,118,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $945,330 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,042,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AITCH FOUNDATION | ||||||||
| 300 SOUTH WASHINGTON STE 100 | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $45,000 | |
| ALLEN NEIGHBORHOOD CENTER | ||||||||
| 1619 E KALAMAZOO ST | LANSING | MI | 48912 | NONE | NONPROFIT | GRANT | $5,000 | |
| ANNIES BIG NATURE LESSON | ||||||||
| 1013 S US27 SUITE A | ST JOHNS | MI | 48879 | NONE | NONPROFIT | GRANT | $10,000 | |
| ASPIRE PREGNANCY SERVICES OF GREATER LANSING | ||||||||
| 1045 E GRAND RIVER AVE | EAST LANSING | MI | 48823 | NONE | NONPROFIT | GRANT | $4,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 330 MARSHALL STREET SUITE 103 | LANSING | MI | 48912 | NONE | NONPROFIT | GRANT | $15,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 137 S MARKETPLACE BLVD | LANSING | MI | 48917 | NONE | NONPROFIT | GRANT | $5,000 | |
| BOYS & GIRLS CLUB OF LANSING | ||||||||
| 4315 PLEASANT GROVE RD | LANSING | MI | 48910 | NONE | NONPROFIT | GRANT | $20,000 | |
| BUILDING 21 TEEN CENTER | ||||||||
| 1288 NORTH CEDAR | MASON | MI | 48854 | NONE | NONPROFIT | GRANT | $7,000 | |
| CAMP CATCH A RAINBOW | ||||||||
| 6941 STONY LAKE ROAD | JACKSON | MI | 49201 | NONE | NONPROFIT | GRANT | $8,000 | |
| CAPITAL AREA COLLEGE ACCESS NETWORK | ||||||||
| 330 MARSHALL STREET ARMORY SUITE | LANSING | MI | 48912 | NONE | NONPROFIT | GRANT | $6,800 | 203 |
| CASA - THE VOICE FOR CLINTON COUNTY'S CHILDREN | ||||||||
| 107 N CLINTON AVE SUITE A | ST JOHNS | MI | 48879 | NONE | NONPROFIT | GRANT | $5,000 | |
| CHILD AND FAMILY CHARITIES | ||||||||
| 4287 FIVE OAKS DRIVE | LANSING | MI | 48911 | NONE | NONPROFIT | GRANT | $10,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 741 NORTH CEDAR STREET | LANSING | MI | 48906 | NONE | NONPROFIT | GRANT | $10,000 | |
| DAVIES PROJECT | ||||||||
| 528 N MARTIN LUTHER KING JR BLVD | LANSING | MI | 48915 | NONE | NONPROFIT | GRANT | $25,000 | |
| ELE'S PLACE | ||||||||
| 1145 WEST OAKLAND AVE | LANSING | MI | 48915 | NONE | NONPROFIT | GRANT | $10,000 | |
| GIRL SCOUTS OF MICHIGAN | ||||||||
| 1223 TURNER ST | LANSING | MI | 48906 | NONE | NONPROFIT | GRANT | $10,000 | |
| GREATER LANSING FOOD BANK | ||||||||
| PO BOX 16224 | LANSING | MI | 48901 | NONE | NONPROFIT | GRANT | $35,000 | |
| HELP A WILLING KID FOUNDATION | ||||||||
| PO BOX 13 | EAST LANSING | MI | 48826 | NONE | NONPROFIT | GRANT | $2,950 | |
| HIGHFIELDS INC | ||||||||
| 4305 S CEDAR ST | LANSING | MI | 48910 | NONE | NONPROFIT | GRANT | $8,399 | |
| HOUSE OF PROMISE | ||||||||
| PO BOX 27032 | LANSING | MI | 48909 | NONE | NONPROFIT | GRANT | $42,000 | |
| IMPRESSION 5 SCIENCE CENTER | ||||||||
| 200 MUSEUM DRIVE | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $20,000 | |
| INGHAM COUNTY SOBRIETY COURT FOUNDATION | ||||||||
| 313 S WASHINGTON SQ | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $10,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 600 W ST JOSEPH ST | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $10,000 | |
| KIDS REPAIR PROGRAM | ||||||||
| 5815 WISE RD | LANSING | MI | 48911 | NONE | NONPROFIT | GRANT | $2,845 | |
| LANSING PROMISE | ||||||||
| PO BOX 12177 | LANSING | MI | 48901 | NONE | NONPROFIT | GRANT | $50,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 2300 GENOA BUSINESS PARK DR | BRIGHTON | MI | 48114 | NONE | NONPROFIT | GRANT | $13,500 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 4700 S HAGADORN RD | EAST LANSING | MI | 48823 | NONE | PUBLIC UNIVERSITY | ENDOWED SCHOLARSHIP, BUILDING RENOVATIONS | $251,200 | |
| MIKEY 23 FOUNDATION | ||||||||
| 3108 REO RD | LANSING | MI | 48911 | NONE | NONPROFIT | GRANT | $6,040 | |
| RJ SCHEFFEL MEMORIAL TOY PROJECT | ||||||||
| PO BOX 23181 | LANSING | MI | 48909 | NONE | NONPROFIT | GRANT | $6,000 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | NONPROFIT | GRANT | $10,000 | |
| SIERRA ROSE FARMS | ||||||||
| 5953 W CUTLER RD | DEWITT | MI | 48820 | NONE | NONPROFIT | GRANT | $10,000 | |
| ST VINCENT CATHOLIC CHARITIES | ||||||||
| 2800 W WILLOW ST | LANSING | MI | 48917 | NONE | NONPROFIT | GRANT | $5,000 | |
| WAI-IAM RISE HOUSE | ||||||||
| 217 N SYCAMORE STREET | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $178,000 | |
| AMERICAN RED CROSS | ||||||||
| 7800 OUTER DRIVE WEST | DETROIT | MI | 48503 | NONE | NONPROFIT | GRANT | $15,000 | |
| EATON CLOTHING & FURNITURE | ||||||||
| 116 E LOVETT ST | CHARLOTTE | MI | 48813 | NONE | NONPROFIT | GRANT | $2,980 | |
| HABITAT FOR HUMANITY | ||||||||
| 618 S CREYTS RD STE A | LANSING | MI | 48917 | NONE | NONPROFIT | GRANT | $7,500 | |
| LANSING ART GALLERY | ||||||||
| 119 N WASHINGTON SQUARE | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $5,000 | |
| WOLDUMAR NATURE CENTER | ||||||||
| 5739 OLD LANSING RD | LANSING | MI | 48917 | NONE | NONPROFIT | GRANT | $50,000 | |
| LANSING SYMPHONY ORCHESTRA | ||||||||
| 104 S WASHINGTON SQUARE SUITE 300 | LANSING | MI | 48933 | NONE | NONPROFIT | GRANT | $5,000 | |
| MID-MICHIGAN TENNIS ASSOCIATION | ||||||||
| 1207 PRESCOTT DRIVE | EAST LANSING | MI | 48823 | NONE | NONPROFIT | GRANT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $957,214 | 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 | $72,585 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,153 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $57,941 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $639,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $57,941 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,082,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,140,142 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | TO AWARD GRANTS TO QUALIFIED NON PROFIT ORGANIZATIONS TO SUPPORT AND |
| 8 | ENRICH THE EDUCATION, SOCIAL AND ECONOMIC LIFE OF THE GREATER LANSING |
| 8 | MICHIGAN AREA. |
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 | $6,914 | Amt |
| Net Investment Income | $1,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,877 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2005-07-01 | $2,491 | $2,491 | SL | 5.000000000000 | $0 | $0 |
| 1651 LAKE LANSING, E. LANS - BUILDING | 2005-03-23 | $945,000 | $357,407 | SL | 39.000000000000 | $24,231 | $24,231 |
| 1651 LAKE LANSING, E. LANS - LAND | 2005-03-23 | $105,000 | L | $0 | $0 | ||
| 1651 LAKE LANSING, E. LANS - NEW ROOF | 2010-04-25 | $38,245 | $9,524 | SL | 39.000000000000 | $981 | $981 |
| 1651 LAKE LANSING, E. LANS - KITCHEN REMODEL | 2010-04-25 | $4,424 | $2,212 | SL | 7.000000000000 | $0 | $0 |
| 1651 LAKE LANSING, E. LANS - IMPROVEMENTS | 2014-07-01 | $145 | $145 | SL | 7.000000000000 | $0 | $0 |
| 1651 LAKE LANSING, E. LANS - IMPROVEMENTS | 2015-07-01 | $290 | $119 | SL | 7.000000000000 | $21 | $21 |
| OFFICE EQUIPMENT | 2020-10-01 | $4,572 | 200DB | 5.000000000000 | $4,572 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $17,750,182 | EOYBookValueAmt |
| EOYFMV | $24,815,666 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 1651 LAKE LANSING, E. LANS - BUILDING | $945,000 | $381,638 | $563,362 |
| 1651 LAKE LANSING, E. LANS - LAND | $105,000 | $0 | $105,000 |
| 1651 LAKE LANSING, E. LANS - NEW ROOF | $38,245 | $10,505 | $27,740 |
| 1651 LAKE LANSING, E. LANS - KITCHEN REMODEL | $4,424 | $4,424 | $0 |
| 1651 LAKE LANSING, E. LANS - IMPROVEMENTS | $145 | $145 | $0 |
| 1651 LAKE LANSING, E. LANS - IMPROVEMENTS | $290 | $285 | $5 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRENDWELL ENERGY CORPORATION | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150 | BookValueAmt |
| EOYFMV | $150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,139 | $321 | $1,818 |
| OFFICE | $4,722 | $708 | $4,014 |
| POSTAGE | $339 | $51 | $288 |
| UTILITIES | $6,662 | $999 | $5,662 |
| MEMBERSHIP AND DUES | $4,230 | $634 | $3,595 |
| OTHER OPERATING EXPENSES | $42,715 | $42,715 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LAMBDA ENERGY | $30 | $30 | $30 |
| MISCELLANEOUS INCOME | $288 | $288 | $288 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $144,057 | Amt |
| Net Investment Income | $144,057 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,439 | $0 | $12,439 |
| FOREIGN TAXES | $6,626 | $6,626 | $0 |
| FEDERAL TAX PAYMENTS | $3,735 | $0 | $0 |
| REAL ESTATE TAXES | $31,290 | $31,290 | $0 |