HENRY E AND ANNABEL S LARZELERE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HENRY E AND ANNABEL S LARZELERE FOUNDATION (EIN 38-3530833)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-29
- IRS object ID
- 201131199349100113
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-29T13:11:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-04-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARRIE L HINDMON | Name |
| Phone | 5177060800 | Phone |
| Date Prepared | 2011-04-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2983 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 76 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 76 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 76 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 76 | TotalAdjustedNetIncome |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 108 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 76 | NetInvestmentIncome |
| Adjusted Net Income | 76 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 87 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1100 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1100 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2928 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1187 | TotalAssetsBOY |
| Total Assets EOY | 1155 | TotalAssetsEOY |
| Total Assets EOYFMV | 2983 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1187 | RetainedEarningsBOY |
| Retained Earnings EOY | 1155 | RetainedEarningsEOY |
| Total Net Assets BOY | 1187 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1155 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1187 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1155 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1187 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32 | ExcessOfRevenueOverExpenses |
| Subtotal | 1155 | Subtotal |
| Total Net Assets Fund Balances EOY | 1155 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2182 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029789 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1314 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050228 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1335 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044944 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1222 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046645 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1143 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124234 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.295840 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059168 | AverageDistributionRatio |
| Net Noncharitable Assets | 2728 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 161 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 162 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Tax Due | 2 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANNABEL S LARZELERE | ||||||||
| 2700 BURCHAM DRIVE APT 350 | EAST LANSING | MI | 48823 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| G PAUL DYGERT | ||||||||
| 44612 LARCHWOOD DR | NORTHVILLE | MI | 48168 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MARY LARZELERE DYGERT | ||||||||
| 4405 W MICHIGAN AVE | LANSING | MI | 48917 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOHN LARZELERE | ||||||||
| 1944 WINCHESTER DRIVE | EAST LANSING | MI | 48823 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KRISTEN LOOBES | ||||||||
| 1153 SWATHER | KENTWOOD | MI | 49508 | DIRECTOR | 0.00 | 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 | 2705 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 65 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2770 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2770 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42 | CashDeemedCharitable |
| Net Noncharitable Assets | 2728 | NetNoncharitableAssets |
| Minimum Investment Return | 136 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 136 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount Before Adj | 134 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 134 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 134 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108 | ExpensesAndContributions |
| Qualifying Distributions | 108 | QualifyingDistributions |
| Adj Qualifying Distributions | 108 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 134 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 108 | UndistributedIncomePriorYear |
| Qualifying Distributions | 108 | QualifyingDistributions |
| Applied To Year1 | 108 | AppliedToYear1 |
| Undistributed Income CY | 134 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | MICHIGAN STATE UNIVERSITY | RecipientPersonName |
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 | $108 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108 | 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 | $76 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| ANNABEL S LARZELERE |
| 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 | 2928 | EOYFMV |