BERNARD J AND CAMILLE CEBELAK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD J AND CAMILLE CEBELAK FOUNDATION (EIN 38-2641979)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-25
- IRS object ID
- 201412069349100006
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-25T13:23:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381337372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEENE GARTER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 GRANDVILLE AVE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495034036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382641979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD J AND CAMILLE CEBELAK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEBE | BusinessNameControlTxt |
| Phone | 2319722099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11931 TIMBERLANE DR | AddressLine1 |
| City | STANWOOD | City |
| State | MI | State |
| ZIP Code | 49346 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SWEENEY | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 2319722099 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET W BISHOP CPA | PreparerPersonNm |
| PTIN | P00295096 | PTIN |
| Phone | 6162355200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | 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 | $2,948,022 | 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 |
| Dividends Rev And Expnss | $68,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,033,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,695 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $226,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,145 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,165 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,437 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $305 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $305 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,627,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,456,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,813,999 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $796,178 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $643,914 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $669,681 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $194,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $395,186 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $390,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,695,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,569,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,948,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,885,780 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,885,780 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$190,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$316,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,695,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,695,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,569,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,695,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,573,367 | SubtotalAmt |
| Other Decreases | $3,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $35,425 | $31,992 | $3,433 | $3,433 |
| PUBLICLY TRADED SECURITIES | P | $960,837 | $843,425 | $117,412 | $117,412 |
| CAPITAL GAINS DIVIDENDS | P | $36,850 | $36,850 | $36,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,695 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $288,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,897,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $272,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,099,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087926 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $250,490 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,022,699 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082870 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,035 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,804,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $213,627 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,286,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064993 | DistributionYr5Rt |
| Total Distribution | 0.362910 | TotalDistributionRt |
| Average Distribution | 0.072582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,865,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,974 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,970 | 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 | $1,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,066 | OverpaymentAmt |
| Applied To ES Tax | $2,066 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOE SWEENEY | IndividualWithBooksNm |
| Phone | 2319722099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11931 TIMBERLANE DR | AddressLine1 |
| City | STANWOOD | City |
| State | MI | State |
| ZIP Code | 49346 | ZIPCode |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAMILLE CEBELAK | ||||||||
| 100 GLENVIEW PLACE 404 | NAPLES | FL | 34108 | PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH M SWEENEY | ||||||||
| 11931 TIMBERLANE DRIVE | STANWOOD | MI | 49346 | ASST. TREASURER | 1.00 | $5,000 | $0 | $0 |
| MICHAEL J MURASKI | ||||||||
| 22501 EGYPT CREEK COURT | ADA | MI | 49301 | TREASURER, TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| SUZANNE SINGEL | ||||||||
| 45559 IRVINE DRIVE | NOVI | MI | 48374 | SECRETARY, TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| PATRICE KONWINSKI OP | ||||||||
| 534 BRIAR LANE NE | GRAND RAPIDS | MI | 49503 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| LORI MITCHELL | ||||||||
| 5223 WILLOW HOLLOW | OXFORD | MI | 48371 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| JUDY SIEKMAN | ||||||||
| 2391 CASCADE LAKES COURT SE | GRAND RAPIDS | MI | 49546 | TRUSTEE | 1.00 | $5,000 | $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 | $2,838,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,908,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,908,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,865,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,974 | TotalTaxAmt |
| Distributable Before Adj | $141,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,974 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $316,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,664 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $102,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $599,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $53,664 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $546,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $102,951 | ExcessFromYear3Amt |
| Excess From Year2 | $120,552 | ExcessFromYear2Amt |
| Excess From Year1 | $144,900 | ExcessFromYear1Amt |
| Excess From Current Year | $177,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JIM FISHER DEVELOPMENT CENTER | |||||||
| 6042 S INDIANA AVENUE | CHICAGO | IL | 60637 | NONE | CHARITABLE | GENERAL | $10,000 |
| ACTON INSTITUTE | |||||||
| 98 E FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $35,000 |
| ALPHA WOMEN'S CENTER | |||||||
| 1725 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | NONE | CHARITABLE | GENERAL | $20,000 |
| AQUINAS COLLEGE | |||||||
| 1607 ROBINSON ROAD SE | GRAND RAPIDS | MI | 49506 | NONE | EDUCATION | GENERAL | $45,000 |
| HOLY FAMILY RADIO | |||||||
| 2504 ARDMORE STREET SE | GRAND RAPIDS | MI | 49506 | NONE | CHARITABLE | GENERAL | $5,000 |
| PREGNANCY CRISIS AID | |||||||
| 807 BRIDGE NW | GRAND RAPIDS | MI | 49504 | NONE | CHARITABLE | GENERAL | $10,000 |
| CATHERINE'S HEALTH CENTER | |||||||
| 1211 LAFEYETTE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $5,000 |
| ENNIS CENTER FOR CHILDREN | |||||||
| 1959 EAST JEFFERSON SUITE 100 | DETROIT | MI | 48207 | NONE | CHARITABLE | GENERAL | $20,000 |
| WOODLAND HOSPICE | |||||||
| 2597 S MERIDIAN ROAD | MOUNT PLEASANT | MI | 48858 | NONE | CHARITABLE | GENERAL | $5,000 |
| MICHIGAN DYSLEXIA INSTITUTE | |||||||
| 532 E SHIAWASSE | LANSING | MI | 48912 | NONE | CHARITABLE | GENERAL | $10,000 |
| ST LEO'S SOUP KITCHEN | |||||||
| 4860 15TH STREET | DETROIT | MI | 48208 | NONE | CHARITABLE | GENERAL | $5,000 |
| HOPE FOR HAITI | |||||||
| 1021 5TH AVENUE N | NAPLES | FL | 34102 | NONE | CHARITABLE | GENERAL | $19,000 |
| ST THOMAS THE APOSTLE SCHOOL | |||||||
| 1429 WILCOX PARK | GRAND RAPIDS | MI | 49506 | NONE | EDUCATION | GENERAL | $12,000 |
| ST VINCENT DE PAUL CHURCH | |||||||
| 168 WRIGHT AVENUE | SHEPHERD | MI | 48883 | NONE | RELIGIOUS | GENERAL | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 3501 COVINGTON ROAD | KALAMAZOO | MI | 49001 | NONE | CHARITABLE | GENERAL | $10,000 |
| DIOCESE OF GRAND RAPIDS | |||||||
| 360 DIVISION AVENUE S | GRAND RAPIDS | MI | 49503 | NONE | RELIGIOUS | GENERAL | $30,000 |
| FRANCISCAN LIFE PROCESS | |||||||
| 11650 DOWNES STREET | LOWELL | MI | 49331 | NONE | CHARITABLE | GENERAL | $3,000 |
| GOD'S KITCHEN | |||||||
| 303 SOUTH DIVISION | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $5,000 |
| GRAND RAPIDS DOMINICANS FOR MARYWOOD | |||||||
| 2025 FULTON STREET | EAST GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $5,000 |
| HAVEN | |||||||
| PO BOX 431045 | PONTIAC | MI | 48343 | NONE | CHARITABLE | GENERAL | $7,500 |
| ST VINCENT AND SARAH FISHER CENTER FOR CHILDREN | |||||||
| 27400 WEST 12 MILE ROAD | FARMINGTON HILLS | MI | 48334 | NONE | CHARITABLE | GENERAL | $10,000 |
| PINE REST CHRISTIAN MENTAL HEALTH | |||||||
| 300 68TH STREET SE | GRAND RAPIDS | MI | 49501 | NONE | CHARITABLE | GENERAL | $5,000 |
| ST JOSEPH CHURCH | |||||||
| 715 N LAPEER ROAD | LAKE ORION | MI | 48362 | NONE | RELIGIOUS | GENERAL | $10,000 |
| ASSUMPTION OF THE BLESSED VIRGIN MARY CHURCH | |||||||
| 6390 BELMONT AVENUE NE | BELMONT | MI | 49306 | NONE | RELIGIOUS | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,145 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $643,914 | EOYBookValueAmt |
| EOYFMV | $669,681 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,456,642 | EOYBookValueAmt |
| EOYFMV | $1,813,999 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | AT COST | $195,269 | $189,011 |
| COMMODITIES | AT COST | $199,917 | $201,455 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARNER NORCROSS & JUDD LLP | CategoryTxt |
| Legal Fees | $2,165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,165 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TAX DIFFERENCE IN INCOME | Description |
| Amount | $3,749 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST AGENCY FEES | CategoryTxt |
| Amt | $12,268 | Amt |
| Net Investment Income | $12,268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST - FOREIGN TAXES | $1,437 | $1,437 | $0 |
| EXCISE TAX | $471 | $0 | $0 |