JONATHAN AND MARY KAY BORISCH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN AND MARY KAY BORISCH FAMILY FOUNDATION (EIN 27-3008834)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-14
- IRS object ID
- 201533189349100503
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-14T09:14:50-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 6164195440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Monroe Suite 350 | 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 | 6167747000 | PhoneNum |
| Signature | 2015-10-30 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,466,394 | 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 |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,169,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,665 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $478,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $476,701 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $781 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $781 | LegalFeesDsbrsChrtblAmt |
| 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 | $56,213 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,498 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $844 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $687,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $687,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $765,803 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,608 | CashBOYAmt |
| Cash EOY | $2,796 | CashEOYAmt |
| Cash EOYFMV | $2,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $251,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,724 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,332,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,846,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,012,789 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $967,126 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,217,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,206,085 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,606,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,311,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,466,394 | 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 EOY | -$295,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,606,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,311,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,606,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,311,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,606,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,596 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,319,071 | SubtotalAmt |
| Other Decreases | $7,687 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,311,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIFTH THIRD PUBLIC SECURITIES - ST | $1,031,791 | $995,996 | $35,795 | $35,795 |
| FIFTH THIRD PUBLIC SECURITIES - LT | $370,912 | $338,075 | $32,837 | $32,837 |
| PNC PUBLIC SECURITIES - ST | $962,969 | $967,840 | -$4,871 | -$4,871 |
| PNC PUBLIC SECURITIES - LT | $2,803,774 | $2,497,151 | $306,623 | $306,623 |
| FIFTH THIRD WASH SALE | $159 | |||
| PNC CAPITAL GAIN DISTRIBUTIONS | $9,468 | |||
| FIFTH THIRD CAPITAL GAIN DISTRIBUTIONS | $29,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,196 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,069,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,286,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.170111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,139,696 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,563,578 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,383,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,719,978 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088033 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $2,791,068 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.336401 | TotalDistributionRt |
| Average Distribution | 0.0841 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,574,348 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,703 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $388,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $689,481 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,221 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,221 | SubtotalAmt |
| Tax Based On Investment Income | $4,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,957 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,957 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,736 | OverpaymentAmt |
| Applied To ES Tax | $2,736 | 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 | Yes (true) | 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 | 6164195447 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 MONROE SUITE 350 | 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 | ||||||||
| 169 Monroe Suite 350 | Grand Rapids | MI | 49503 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MARY K BORISCH | ||||||||
| 169 Monroe Suite 350 | Grand Rapids | MI | 49503 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| THOMAS L BORISCH | ||||||||
| 169 Monroe Suite 350 | Grand Rapids | MI | 49503 | SECRETARY | 1.0 | $0 | $0 | $0 |
| MATTHEW A BORISCH | ||||||||
| 169 Monroe Suite 350 | Grand Rapids | MI | 49503 | TREASURER | 1.0 | $0 | $0 | $0 |
| DAVID E BORISCH | ||||||||
| 169 Monroe Suite 350 | 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 |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | |||||
| PO BOX 3636 | GRAND RAPIDS | MI | 49501 | 0 | $52,498 |
| STEADFAST CONSULTING AND INVESTMENTS LLC | |||||
| 169 MONROE AVE SUITE 350 | GRAND RAPIDS | MI | 49503 | 0 | $3,715 |
| 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 | $4,478,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,644,008 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,644,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,574,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,221 | TotalTaxAmt |
| Distributable Before Adj | $224,496 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $224,496 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $224,496 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,481 | 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 | $689,481 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,221 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $685,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $184,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $778,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,105,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $224,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $464,985 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,570,424 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,570,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $184,320 | ExcessFromYear3Amt |
| Excess From Year2 | $142,646 | ExcessFromYear2Amt |
| Excess From Year1 | $778,473 | ExcessFromYear1Amt |
| Excess From Current Year | $464,985 | ExcessFromCurrentYearAmt |
| 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bridge Street House of Prayer | |||||||
| 1054 BRIDGE STREET NW | GRAND RAPIDS | MI | 49504 | NONE | PC | CHRISTIAN OUTREACH | $50,000 |
| BARNABAS FOUNDATION | |||||||
| 18601 NORTH CREEK DRIVE SUITE B | TINLEY PARK | IL | 60477 | NONE | PC | CHRISTIAN OUTREACH | $337,500 |
| DUTTON CHRISTIAN SCHOOLS | |||||||
| 6729 HANNA LAKE AVE SE | CALEDONIA | MI | 49316 | NONE | PC | CHRISTIAN EDUCATION | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $687,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,464 | 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 | $409,037 | 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 | $476,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $476,542 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $2,846,689 | $3,012,789 |
| REAL ESTATE INVESTMENTS | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $1,080,414 | $1,074,900 |
| ALTERNATIVES | $136,761 | $131,185 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $781 | LegalFeesAmt |
| Disbursements Charitable Prps | $781 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER TO DAYENU FOUNDATION TRUST | Desc |
| Amt | $7,687 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION - FIFTH THIRD | $1,216 | $0 |
| NONDIVIDEND DISTRIBUTION - PNC | $449 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $52,498 | $52,498 |
| MANAGEMENT FEES | $3,715 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - FIFTH THIRD | $601 | $601 |
| FOREIGN TAXES - PNC | $243 | $243 |
| FEDERAL INCOME TAXES | $18,000 | $0 |