JONATHAN AND MARY KAY BORISCH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN AND MARY KAY BORISCH FAMILY FOUNDATION (EIN 27-3008834)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201633159349100408
- Schema version
- 2015v2.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T09:11:13-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273008834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dayenu Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER J STARK | InCareOfNm |
| Business Name Control | DAYE | BusinessNameControlTxt |
| Phone | 6169809987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 MONROE CENTER Suite STE 300 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN L BORISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6164195440 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATIE L FERRIS | PreparerPersonNm |
| PTIN | P00539320 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,382,693 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $107,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,104,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $80,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,294 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $885 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,796 | CashBOYAmt |
| Cash EOY | $396 | CashEOYAmt |
| Cash EOYFMV | $396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $244,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,846,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,827,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,973,396 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,217,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,247,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,145,286 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,311,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,339,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,382,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,606,667 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,606,667 | CapitalStockEOYAmt |
| Retained Earning BOY | -$295,283 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$266,722 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,311,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,339,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,311,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,339,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,311,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,900 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,342,284 | SubtotalAmt |
| Other Decreases | $2,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,339,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PNC PUBLIC SECURITIES - ST | $1,104,138 | $1,145,557 | -$41,419 | -$41,419 |
| PNC CAPITAL GAIN DISTRIBUTIONS | $11,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $685,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,574,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,069,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,286,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.170111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,139,696 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,563,578 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,383,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,719,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088033 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $2,791,068 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.486206 | TotalDistributionRt |
| Average Distribution | 0.097241 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,421,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $429,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $898 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $430,867 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,796 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,796 | SubtotalAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,736 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,736 | TotalPaymentsAndCreditsAmt |
| Overpayment | $940 | OverpaymentAmt |
| Applied To ES Tax | $940 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER J STARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6169809980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 MONROE CENTER STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN L BORISCH | ||||||||
| 146 MONROE CENTER | Grand Rapids | MI | 49503 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MARY K BORISCH | ||||||||
| 146 MONROE CENTER | Grand Rapids | MI | 49503 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| THOMAS L BORISCH | ||||||||
| 146 MONROE CENTER | Grand Rapids | MI | 49503 | SECRETARY | 1.0 | $0 | $0 | $0 |
| MATTHEW A BORISCH | ||||||||
| 146 MONROE CENTER | Grand Rapids | MI | 49503 | TREASURER | 1.0 | $0 | $0 | $0 |
| DAVID E BORISCH | ||||||||
| 146 MONROE CENTER | Grand Rapids | MI | 49503 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PNC BANK | |||||
| 620 LIBERTY AVENUE 10TH FLOOR | PITTSBURGH | PA | 15222 | 0 | $15,294 |
| STEADFAST CONSULTING AND INVESTMENTS LLC | |||||
| 169 MONROE AVE SUITE 350 | GRAND RAPIDS | MI | 49503 | 0 | $4,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,237,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,489,021 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,489,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,421,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,796 | TotalTaxAmt |
| Distributable Before Adj | $219,288 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $219,288 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $219,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $184,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $778,473 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $464,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,570,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $26,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $193,088 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $193,088 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,377,336 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,377,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $133,878 | ExcessFromYear3Amt |
| Excess From Year2 | $778,473 | ExcessFromYear2Amt |
| Excess From Year1 | $464,985 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN L BORISCH | ContributingManagerNm |
| Contributing Manager | MARY K BORISCH | ContributingManagerNm |
| Contributing Manager | THOMAS L BORISCH | ContributingManagerNm |
| Contributing Manager | MATTHEW A BORISCH | ContributingManagerNm |
| Contributing Manager | DAVID E BORISCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP QUALITY MICHIGAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 345 | AddressLine1Txt |
| City | BOYNE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,726 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | STEADFAST CONSULTING AND INVESTMENT | ContractorPersonNm |
| Explanation | THE ORGANIZATION PAID MANAGEMENT FEES TO STEADFAST CONSULTING AND INVESTMENTS, LLC WHICH IS A COMPANY OWNED BY JONATHAN AND MARY BORISCH, PRESIDENT AND VICE PRESIDENT, RESPECTIVELY, OF THE ORGANIZATION. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,827,953 | EOYBookValueAmt |
| EOYFMV | $2,973,396 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $1,111,220 | $1,052,949 |
| ALTERNATIVES | $136,761 | $92,337 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER TO DAYENU FOUNDATION TRUST | Desc |
| Amt | $2,339 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION - PNC | Desc |
| Revenue And Expenses Per Books | $3,663 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $15,294 | $15,294 |
| MANAGEMENT FEES | $4,247 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - PNC | $885 | $885 |
| FEDERAL INCOME TAXES | $2,000 | $0 |