| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | 375 | 375 | ||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 108,375 | 126,834 | 133,128 | 152,830 | 147,500 | 668,667 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 108,375 | 126,834 | 133,128 | 152,830 | 147,875 | 669,042 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 8 | Public support. (Subtract line 7c from line 6.) | 669,042 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | 108,375 | 126,834 | 133,128 | 152,830 | 147,875 | 669,042 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | 53 | 62 | 66 | 341 | 434 | 956 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | 53 | 62 | 66 | 341 | 434 | 956 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 108,428 | 126,896 | 133,194 | 153,171 | 148,309 | 669,998 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2025. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2026. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| List of grants and similar amounts paid Part I line 10 | Activity GENERAL PURPOSES Grantee LAKESIDE FAMILY CHURCH Street 9123 CALIFORNIA RD City, State, Zip Bridgman, MI 49106Relationship NONE Amount 412Activity GENERAL PURPOSES Grantee IMMANUEL LUTHERAN CHURCH Street 9650 CHURCH STREET City, State, Zip Bridgman, MI 49106Relationship NONE Amount 543Activity ENTERTAINMENT DONATION AND PUBLIC SAFETY SUPPORT Grantee BERRIEN COUNTY YOUTH FAIR Street 9122 N. US HIGHWAY 31 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 4,015Activity FIREWORKS DISPLAY Grantee ORONOKO CHARTER TOWNSHIP Street 4583 E. SNOW ROAD City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 5,000Activity SPORT TEAMS AND ALTHETIC DEPTS Grantee BERRIEN SPRINGS PUBLIC SCHOOLS Street 201 SYLVESTER AVE City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 175Activity HOSPITALITY DONATION Grantee BERRIEN COUNTY FIREFIGHTERS ASSN Street 4411 E SNOW ROAD City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 400Activity BERRIEN COUNTY SHERIFF DEPT - SHOP WITH A COP Grantee BERRIEN COMMUNITY FOUNDATION Street 919 PORT STREET City, State, Zip Saint Joseph, MI 49085Relationship NONE Amount 2,000Activity GENERAL PURPOSES Grantee BERRIEN/EAU CLAIRE ROTARY Street PO BOX 93 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 111Activity SCHOLARSHIP Grantee EVIE MORRISON Street 10721 GARR ROAD City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 1,000Activity SCHOLARSHIP Grantee SUZY MARKLE Street 9560 PAINTER SCHOOL ROAD City, State, Zip Berrien Center, MI 49102Relationship NONE Amount 1,000Activity GIRLS SOCCER AND GENERAL PURPOSES Grantee LAKE EFFECT TRACK CLUB Street C/O AMY KNAUF 437 S MAIN STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 975Activity GENERAL PURPOSES Grantee AMERICAN LEGION POST 85 Street 112 N. BLUFF ST City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 699Activity SCHOLARSHIP Grantee ADIE HILDEBRAND Street 10267 GARR RD City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 1,000Activity CTE PROGRAMS Grantee BERRIEN SPRINGS HIGH SCHOOL Street PO BOX 130 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 722Activity GENERAL PURPOSE Grantee TRINITY LUTHERAN CHURCH SCHOOL Street 9123 GEORGE STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 715Activity BUSINESS PROFESSIONAL ASSOCIATION Grantee BERRIEN SPRINGS HIGH SCHOOL Street PO BOX 130 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 556Activity GENERAL PURPOSES Grantee FLOWERS EARLY LEARNING Street 775 HAZEN ST City, State, Zip Paw Paw, MI 49079Relationship NONE Amount 117Activity GENERAL PURPOSES Grantee ZION UNITED CONGREGATION CHURCH Street 9212 MARLENE DR City, State, Zip Baroda, MI 49101Relationship NONE Amount 185Activity BOY SCOUT TROOP 541 Grantee BOY SCOUTS OF AMERICA Street 132 SOUTH OAK STREET City, State, Zip Buchanan, MI 49107Relationship NONE Amount 891Activity GENERAL PURPOSES Grantee BOY SCOUTS OF AMERICA Street 1560 S 11TH STREET City, State, Zip Niles, MI 49120Relationship NONE Amount 75Activity GENERAL PURPOSES Grantee MICHIANA FIL-AM Street 8454 KEPHART LN City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 861Activity GENERAL PURPOSE Grantee NILES ATHLETICS Street 1441 EAGLE ST City, State, Zip Niles, MI 49120Relationship NONE Amount 111Activity GENERAL PURPOSES Grantee TRINITY LUTHERAN CHURCH Street 619 MAIN STREET City, State, Zip Saint Joseph, MI 49085Relationship NONE Amount 55Activity GENERAL PURPOSES Grantee NILES SERVICE LEAGUE Street P.O. BOX 704 City, State, Zip Niles, MI 49120Relationship NONE Amount 995Activity GENERAL PURPOSES Grantee VILLAGE ADVENTIST ELEMENTARY SCHOOLStreet 409 MARS STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 354Activity EASTER DONATION Grantee BERRIEN COUNTY YOUTH FAIR Street 9122 N US 31 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 500Activity SPONSORSHIPS AND EQUIPMENT DONATIONS Grantee GREATER BERRIEN SPRINGS REC DPT Street 504 MIDDLE SCHOOL DR City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 5,446Activity GIRLS SOCCER Grantee SHAMROCK ATHLETIC BOOSTERS Street 201 SYLVESTER AVE City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 800Activity GENERAL PURPOSE Grantee RUTH MURDOCH ELEMENTARY SCHOOL Street 8885 GARLAND AVE City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 961Activity GENERAL PURPOSE Grantee VILLAGE OF BERRIEN SPRINGS Street 112 N CASS STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 94Activity CTE - BUILDING TRADES Grantee BERRIEN SPRINGS HIGH SCHOOL Street 201 SYLVESTER AVE City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 65Activity PATHFINDERS YOUTH GROUP Grantee STEVENSVILLE SDA CHURCH Street PO BOX 182 City, State, Zip Stevensville, MI 49127Relationship NONE Amount 130Activity GENERAL PURPOSES Grantee REDBUD AREA MINISTRIES Street 708 N RED BUD TRAIL City, State, Zip Buchanan, MI 49107Relationship NONE Amount 178Activity GENERAL PURPOSES Grantee PORTAGE PRAIRIE UNITED METHODIST CHStreet 2450 ORANGE RD City, State, Zip Niles, MI 49120Relationship NONE Amount 650Activity HOLIDAY - ICE SCULPTURE Grantee VILLAGE OF BERRIEN SPRINGS Street 112 N CASS STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 300Activity GENERAL PURPOSES Grantee ANDREWS ACADEMY Street 8655 UNIVERISTY BLVD City, State, Zip Berrien Springs, MI 49104Relationship NONE Amount 267Activity BAND BOOSTERS Grantee BERRIEN SPRINGS PUBLIC SCHOOLS Street PO BOX 130 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 1,723Activity TRUNK OR TREAT YOUTH ACTIVITY Grantee TRINITY LUTHERAN CHURCH Street 9123 GEORGE STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 149Activity RESTORATION OF DAIRY WAGON Grantee BERRIEN COUNTY HISTORICAL SOCIETY Street 313 N CASS STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 2,500Activity SHAMROCK STEAM Grantee BERRIEN SPRING PUBLIC SCHOOLS Street P.O. BOX 130 City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 7,139Activity PROGRAM SERVICES Grantee RIVERVIEW CHRISTIAN CHURCH Street 2929 NILES AVE City, State, Zip Saint Joseph, MI 49085Relationship NONE Amount 231Activity EASTER EGG HUNT Grantee VILLAGE OF BERRIEN SPRINGS Street 112 N CASS STREET City, State, Zip Berrien Springs, MI 49103Relationship NONE Amount 3,575 |
| Description of other expenses Part I line 16 | Description AmountMEETING EXPENSES 1,524BUSINESS LICENSES 20ADVERTISING 2,613DEPRECIATION 243INSURANCE 2,741MISCELLANEOUS 377 |
| Other program services Part III line 31 | AMOUNTS DISBURSED TO TAX EXEMPT ORGANIZATIONS THAT PROMOTE THE TAX EXEMPT PURPOSE OF THE ORGANIZATION |
| General explanation attachment | FORM 990-EZ, PART III ORGANIZATIONS TAX EXEMPT PURPOSE TO ASSIST AND PROMOTE CIVIC ACTIVITIES AND CONTRIBUTE TO COMMUNITY BETTERMENT PROJECTS FOR RESIDENTS OF SOUTHWEST MICHIGAN. |
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| Software Version: |