HENRY E AND ANNABEL S LARZELERE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HENRY E AND ANNABEL S LARZELERE FOUNDATION (EIN 38-3530833)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-04-03
IRS object ID: 201310939349100506
Schema version: 2012v2.1
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
Compensation Explanation
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-03T15:24:15-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANDREWS HOOPER PAVLIK PLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4295 OKEMOS RD STE 200	AddressLine1
City	OKEMOS	City
State	MI	State
ZIP Code	488646201	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	383530833	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HENRY E & ANNABEL S LARZELERE	BusinessNameLine1
Business Name Line2	FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	HENR	NameControl
Phone	5173513313	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1944 WINCHESTER	AddressLine1
City	EAST LANSING	City
State	MI	State
ZIP Code	48823	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN LARZELERE	Name
Title	DIRECTOR	Title
Phone	5173513313	Phone
Date Signed	2013-03-25	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CARRIE L HINDMON	Name
Phone	5177060800	Phone
Date Prepared	2013-03-25	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	3557	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	510	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	94	DividendsRevAndExpnss
Dividends Net Invst Incm	94	DividendsNetInvstIncm
Dividends Adj Net Incm	94	DividendsAdjNetIncm
Total Revenue And Expenses	604	TotalRevenueAndExpenses
Total Net Investment Income	94	TotalNetInvestmentIncome
Total Adjusted Net Income	94	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	450	AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss	-30	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	420	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	283	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	283	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	703	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	283	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-99	ExcessOfRevenueOverExpenses
Net Investment Income	94	NetInvestmentIncome
Adjusted Net Income	94	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	142	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	43	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	43	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1100	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1100	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3514	InvestmentsCorpStockEOYFMV
Total Assets BOY	1242	TotalAssetsBOY
Total Assets EOY	1143	TotalAssetsEOY
Total Assets EOYFMV	3557	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1242	RetainedEarningsBOY
Retained Earnings EOY	1143	RetainedEarningsEOY
Total Net Assets BOY	1242	TotalNetAssetsBOY
Total Net Assets EOY	1143	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1242	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1143	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1242	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-99	ExcessOfRevenueOverExpenses
Subtotal	1143	Subtotal
Total Net Assets Fund Balances EOY	1143	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Noncharitable Assets Year1	3029	NoncharitableAssetsYear1
Qualifying Distributions Year2	108	QualifyingDistributionsYear2
Noncharitable Assets Year2	2728	NoncharitableAssetsYear2
Distribution Ratio Year2	0.039589	DistributionRatioYear2
Qualifying Distributions Year3	65	QualifyingDistributionsYear3
Noncharitable Assets Year3	2182	NoncharitableAssetsYear3
Distribution Ratio Year3	0.029789	DistributionRatioYear3
Qualifying Distributions Year4	66	QualifyingDistributionsYear4
Noncharitable Assets Year4	1314	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050228	DistributionRatioYear4
Qualifying Distributions Year5	60	QualifyingDistributionsYear5
Noncharitable Assets Year5	1335	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044944	DistributionRatioYear5
Total Distribution Ratio	0.164550	TotalDistributionRatio
Average Distribution Ratio	0.032910	AverageDistributionRatio
Net Noncharitable Assets	3314	NetNoncharitableAssets
Adjusted Noncharitable Assets	109	AdjustedNoncharitableAssets
One Percent Net Investment Income	1	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	110	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	283	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1	InvestmentIncomeExciseTax
Subtotal	1	Subtotal
Tax Based On Investment Income	1	TaxBasedOnInvestmentIncome
Tax Due	1	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	false	AtLeast5000InAssets
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JOHN LARZELERE	BooksInCareOfPersonName
Books In Care Of Phone Number	5173513313	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1944 WINCHESTER	AddressLine1
City	EAST LANSING	City
State	MI	State
ZIP Code	48823	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
G PAUL DYGERT
44612 LARCHWOOD DR	NORTHVILLE	MI	48168	DIRECTOR	0.01	0	0	0
MARY LARZELERE DYGERT
4405 W MICHIGAN AVE	LANSING	MI	48917	DIRECTOR	0.01	0	0	0
JOHN LARZELERE
1944 WINCHESTER DRIVE	EAST LANSING	MI	48823	DIRECTOR	0.01	0	0	0
KRISTEN LOOBES
1153 SWATHER	KENTWOOD	MI	49508	DIRECTOR	0.01	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	3294	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	70	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3364	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	3364	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	50	CashDeemedCharitable
Net Noncharitable Assets	3314	NetNoncharitableAssets
Minimum Investment Return	166	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	166	MinimumInvestmentReturn
Tax Based On Investment Income	1	TaxBasedOnInvestmentIncome
Total Tax	1	TotalTax
Distributable Amount Before Adj	165	DistributableAmountBeforeAdj
Distributable Amount Before Ded	165	DistributableAmountBeforeDed
Distributable Amount As Adjusted	165	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	283	ExpensesAndContributions
Qualifying Distributions	283	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	282	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	165	DistributableAmountAsAdjusted
Undistributed Income Prior Year	149	UndistributedIncomePriorYear
Qualifying Distributions	283	QualifyingDistributions
Applied To Year1	149	AppliedToYear1
Applied To Current Year	134	AppliedToCurrentYear
Undistributed Income CY	31	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHIGAN STATE UNIVERSITY	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 AGRICULTURE HALL	AddressLine1
City	EAST LANSING	City
State	MI	State
ZIP Code	48824	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	N/A	RecipientRelationship
Recipient Foundation Status	509(A)(1)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	GENERAL SUPPORT	PurposeOfGrantOrContribution
Amount	$283	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	283	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$94	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$94	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	94	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$450	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

G PAUL DYGERT
MARY LARZELERE DYGERT
JOHN LARZELERE
KRISTEN LOOBES

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	INVESTMENT - CORP STOCK	NameOfStock
EOY Book Value	1100	EOYBookValue
EOYFMV	3514	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
SERVICE FEE	-50
ANNUAL REPORT FEES	20