BARBER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BARBER FOUNDATION (EIN 38-2964580)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-21
- IRS object ID
- 201131729349100508
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-21T15:41:29-05:00 | 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 | VANDER PLOEG BERGAKKER & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4145 EMBASSY DRIVE SE | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49546 | 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 | 382964580 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARB | NameControl |
| Phone | 6168919131 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 BRIER CREEK CIRCLE | AddressLine1 |
| City | THE VILLAGES | City |
| State | FL | State |
| ZIP Code | 32132 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD BARBER | Name |
| Title | OFFICER | Title |
| Phone | 6165541010 | Phone |
| Date Signed | 2011-06-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM ANGELL | Name |
| Phone | 6169570691 | Phone |
| 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 | 1870102 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 488 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 36186 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36186 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18829 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18829 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22029 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 234901 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22029 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 77532 | TotalRevenueAndExpenses |
| Total Net Investment Income | 77044 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 850 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 792 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 792 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1667 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1667 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31067 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1667 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 46465 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 75377 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2424 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5251 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5251 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 87042 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 87042 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5372 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 634928 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 713002 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 767925 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1230209 | InvestmentsOtherBOY |
| Investments Other EOY | 1195773 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1091554 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1954603 | TotalAssetsBOY |
| Total Assets EOY | 2001068 | TotalAssetsEOY |
| Total Assets EOYFMV | 1870102 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 163239 | CapitalStockBOY |
| Capital Stock EOY | 163239 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1791364 | RetainedEarningsBOY |
| Retained Earnings EOY | 1837829 | RetainedEarningsEOY |
| Total Net Assets BOY | 1954603 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2001068 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1954603 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2001068 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1954603 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 46465 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2001068 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2001068 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | P | 140593 | 129812 | 10781 | 10781 |
| NATIONAL FINANCIAL SERVICES | P | 94308 | 83060 | 11248 | 11248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22029 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19040 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1536039 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.012396 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1539255 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.018840 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1591366 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.005027 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1500719 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.021823 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1406372 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024887 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.082973 | TotalDistributionRatio |
| Average Distribution Ratio | 0.016595 | AverageDistributionRatio |
| Net Noncharitable Assets | 1758363 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 29180 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 754 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29934 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1508 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1508 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1508 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1160 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1160 | TotalCreditsAndPayments |
| Tax Due | 348 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GERALD BARBER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6162922917 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 BRIAR CREEK CIRCLE | AddressLine1 |
| City | THE VILLAGES | City |
| State | FL | State |
| ZIP Code | 32132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 |
|---|---|---|---|---|---|---|---|---|
| GERALD L BARBER | ||||||||
| 6740 LYDIA CT | CALEDONIA | MI | 49316 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CHRISTINE L BARBER | ||||||||
| 6740 LYDIA CT | CALEDONIA | MI | 49316 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| BRITTANY N BARBER | ||||||||
| 6740 LYDIA CT | CALEDONIA | MI | 49316 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JEREMY C BARBER | ||||||||
| 6740 LYDIA CT | CALEDONIA | MI | 49316 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JORDAN L BARBER | ||||||||
| 6740 LYDIA CT | CALEDONIA | MI | 49316 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1781252 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3888 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1785140 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1785140 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26777 | CashDeemedCharitable |
| Net Noncharitable Assets | 1758363 | NetNoncharitableAssets |
| Minimum Investment Return | 87918 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 87918 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1508 | TaxBasedOnInvestmentIncome |
| Total Tax | 1508 | TotalTax |
| Distributable Amount Before Adj | 86410 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 86410 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 86410 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 29400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 29400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 86410 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9534 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29400 | QualifyingDistributions |
| Applied To Year1 | 9534 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19866 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 66544 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE | |||||||
| 161 OTTAWA | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC | GENERAL DONATION | $500 |
| CATHEDRAL OF ST ANDREW | |||||||
| 265 SHELDON | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC | GENERAL DONATION | $15,000 |
| CALEDONIA TOWNSHIP PUBLIC LIBRARY | |||||||
| 6260 92ND ST SE | CALEDONIA | MI | 49316 | NONE | PUBLIC | GENERAL DONATION | $12,500 |
| DIOCESE OF GRAND RAPIDS | |||||||
| 360 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC | GENERAL DONATION | $1,000 |
| GRAND RAPIDS COMMUNITY COLLEGE | |||||||
| 143 BOSTWICK | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC | GENERAL DONATION | $350 |
| ALZEHIEMERS ASSOCIATION | |||||||
| 2944 FULLER AV NE | GRAND RAPIDS | MI | 49505 | NONE | PUBLIC | GENERAL DONATION | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,186 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,829 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,029 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $77,044 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 77044 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $850 | Amount |
| Net Investment Income | 850 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GNMA INVESTMENT | 214613 | 223648 |
| WELLS FARGO BOND | 151049 | 180970 |
| CITI MORT. BOND | 90708 | 97576 |
| COUNTRYWIDE BOND | 171466 | 172219 |
| COUNTRYWIDE BOND | 85166 | 93512 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| KINDER (FKA GANTOS) - 3,333 SHS | 33216 | 0 |
| LECHTERS - 500 SHS | 3386 | 0 |
| IMC MORTGAGE CORP - 300 SHS | 4784 | 0 |
| VIVUS INC - 400 SHS | 5056 | 3748 |
| NATIONAL TECH SYST INC - 200 SHS | 1530 | 1612 |
| 6000 SHARES OF MANCHESTER INC NEW | 39070 | 12 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY ASSET MANAGER - GROWTH FUND | AT COST | 63354 | 68066 |
| CAPITAL ASSET FUND | AT COST | 1472 | 1472 |
| FIDELITY ASSET MANAGER FUND | AT COST | 1080660 | 977630 |
| RYDEX SERIES TRUST TELECOMM FUND | AT COST | 9784 | 3883 |
| FIFIFTH THIRD MM FUND | AT COST | 40503 | 40503 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 25 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $792 | Amount |
| Net Investment Income | 792 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |