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PAT AND HERB ELDEAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PAT AND HERB ELDEAN FAMILY FOUNDATION (EIN 41-2026050)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349101222
Schema version
2020v4.0
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)
Return2021-11-15T11:00:11-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-11SignatureDt
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 PersonCHARLES A BROWERPreparerPersonNm
PTINP00151658PTIN
Phone6163960500PhoneNum
Preparation2021-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$302,141FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,610ContriRcvdRevAndExpnssAmt
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$4,839DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,839DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,839DividendsAdjNetIncmAmt
Total Rev And Expnss$35,455TotalRevAndExpnssAmt
Total Net Invst Incm$4,845TotalNetInvstIncmAmt
Total Adj Net Incm$4,845TotalAdjNetIncmAmt
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$18,020ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,020ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,170TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,020TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,285ExcessRevenueOverExpensesAmt
Net Investment Income$4,695NetInvestmentIncomeAmt
Adjusted Net Income$4,845AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,619CashBOYAmt
Cash EOY$22,294CashEOYAmt
Cash EOYFMV$22,294CashEOYFMVAmt
Corporate Stock BOY$252,611CorporateStockBOYAmt
Corporate Stock EOY$283,221CorporateStockEOYAmt
Corporate Stock EOYFMV$279,847CorporateStockEOYFMVAmt
Total Assets BOY$288,230TotalAssetsBOYAmt
Total Assets EOY$305,515TotalAssetsEOYAmt
Total Assets EOYFMV$302,141TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$288,230RetainedEarningBOYAmt
Retained Earning EOY$305,515RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$288,230TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$305,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$288,230TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$305,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$288,230TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,285ExcessRevenueOverExpensesAmt
Subtotal$305,515SubtotalAmt
Tot Net Ast Or Fund Balances EOY$305,515TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$65InvestmentIncomeExciseTaxAmt
Subtotal$65SubtotalAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Tax Due$65TaxDueAmt

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$266,229AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$295,186TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$295,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$290,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Total Tax$65TotalTaxAmt
Distributable Before Adj$14,473DistributableBeforeAdjAmt
Distributable Before Ded$14,473DistributableBeforeDedAmt
Distributable As Adjusted$14,473DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,020ExpensesAndContributionsAmt
Qualifying Distributions$18,020QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,020AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,473DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$442ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$742ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,218TotalExcessDistributionCyovAmt
Qualifying Distributions$18,020QualifyingDistributionsAmt
Applied To Current Year$14,473AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,547RemainingDistriFromCorpusAmt
Total Corpus$4,765TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,765ExcessDistriCyovToNextYrAmt
Excess From Year3$442ExcessFromYear3Amt
Excess From Year2$34ExcessFromYear2Amt
Excess From Year1$742ExcessFromYear1Amt
Excess From Current Year$3,547ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT FRANCIS
195 W 13TH STHOLLANDMI49423FUND OPERATIONS$2,470
CSA SAINT FRANCIS
195 W 13TH STHOLLANDMI49423FUND OPERATIONS$1,500
SAINT FRANCIS RETIREMENT FUND
195 W 13TH STHOLLANDMI49423FUND OPERATIONS$200
ST VINCENT DE PAUL
195 W 13TH STHOLLANDMI49423FUND OPERATIONS$650
CORPUS CHRISTIE FOUNDATION
12100 QUINCY STHOLLANDMI49424FUND OPERATIONS$500
CORPUS CHRISTIE SCHOOL
12100 QUINCY STHOLLANDMI49424FUND OPERATIONS$500
CASA
41 GRAVES PLACE 249HOLLANDMI49423FUND OPERATIONS$500
CHILDREN'S ADVOCACY CENTER
12125 UNION STREETHOLLANDMI49424FUND OPERATIONS$400
COMMUNITY ACTION HOUSE
739 PAW PAW DRIVEHOLLANDMI49423FUND OPERATIONS$1,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMRICUSGA31709FUND OPERATIONS$300
HOLLAND MUSEUM
31 W 10TH STREETHOLLANDMI49423FUND OPERATIONS$300
MAKE A WISH FOUNDATION
7600 GRAND RIVER AVEHOLLANDMI48114FUND OPERATIONS$500
NPR WGVU PUBLIC MEDIA
301 FULTON ST WGRAND RAPIDSMI49504FUND OPERATIONS$500
RESILIENCE (WOMEN IN TRANSITION)
411 BUTTERNUT DRIVEHOLLANDMI49424FUND OPERATIONS$500
PHI SIGMA KAPPA FOUNDATION
2925 E 96TH STINDIANAPOLISIN46240FUND OPERATIONS$1,000
HOPE COLLEGE - HASP
141 E 12TH STREETHOLLANDMI49422FUND OPERATIONS$4,500
LIGHTHOUSE IMMIGRANT ADVOCATES
735 PAW PAW DRIVEHOLLANDMI49423FUND OPERATIONS$500
OUR SHEPHERDS OUR FUTURE
360 DIVISION AVE SGRAND RAPIDSMI49503FUND OPERATIONS$2,000
GOOD SAMARITAN MINISTRIES
513 E 8TH STREETHOLLANDMI49423FUND OPERATIONS$100
FIRST UNITED METHODIST CHURCH
57 W 10TH STREETHOLLANDMI49423FUND OPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,020TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,839ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,845ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,845TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHERB PAT ELDEANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ELDEAN DRIVEAddressLine1Txt
CityMACATAWACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49434ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,610TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1100 SH APPLE INC$13,6692020-12-28
1100 SH MOTOROLA SOLUTIONS INC$16,9412020-12-28

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$283,221EOYBookValueAmt
EOYFMV$279,847EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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