VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-02-09
- IRS object ID
- 202300409349101210
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-09T13:36:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 SEMINOLE RD STE 200 | AddressLine1Txt |
| City | MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201190854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN KAMPEN BOYER MOLINARI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANK | BusinessNameControlTxt |
| Phone | 5617072337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 W SAVIDGE STREET | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY VAN KAMPEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5617072337 | PhoneNum |
| Signature | 2023-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | VAN KAMPEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P PRIDNIA CPA | PreparerPersonNm |
| PTIN | P00024592 | PTIN |
| Phone | 2317399441 | PhoneNum |
| Preparation | 2023-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | 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 | $1,947,996 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,702 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $165 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,883 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,883 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,441 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $444 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,221 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,685 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $479 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,456 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,426 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $784 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $286,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $589,174 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $589,174 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $875,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $823,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$691,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,144 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $741,174 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $637,585 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $689,379 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $881,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $782,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $638,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $95,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,716 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $320,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $317,245 | LandEOYAmt |
| Land EOYFMV | $317,245 | LandEOYFMVAmt |
| Total Assets BOY | $2,321,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,632,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,947,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,321,927 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,632,802 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,321,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,321,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,632,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,321,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$691,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,252 | OtherIncreasesAmt |
| Subtotal | $1,632,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,802 | 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 |
|---|---|---|---|---|---|
| WELLS FARGO | P | $357,324 | $355,241 | $2,083 | $2,083 |
| WELLS FARGO | P | $770,837 | $634,107 | $136,730 | $136,730 |
| CAPITAL GAINS DIVIDENDS | P | $70 | $70 | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,947 | TaxDueAmt |
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 | IL | OrgReportOrRegisterStateCd |
| 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 | VANKAMPENFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATIE HARPER | IndividualWithBooksNm |
| Phone | 5617072337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 W SAVIDGE STREET | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY VAN KAMPEN | ||||||||
| 6950 NW 90TH STREET | OCALA | FL | 34482 | PRESIDENT / DIRECTOR | 0.20 | $0 | $0 | $0 |
| MICHAEL WILLIAM MOLINARI | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| PATRICK MOLINARI ESQ | ||||||||
| 246 E CHESTNUT AVE 903 | CHICAGO | IL | 60611 | ATTORNEY | 0.20 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO CHARITABLE ACTIVITIES WERE HELD IN 2020 DUE TO COVID-19. GRANTS WERE GIVEN IN LIEU OF ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
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 | $1,204,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,006,624 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,349,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,349,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,314,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $113,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $823,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $823,951 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $823,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $856,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $822,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $735,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $786,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $673,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,873,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $823,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $710,166 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,584,126 | 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 | $856,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,727,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $822,486 | ExcessFromYear4Amt |
| Excess From Year3 | $735,381 | ExcessFromYear3Amt |
| Excess From Year2 | $786,039 | ExcessFromYear2Amt |
| Excess From Year1 | $673,815 | ExcessFromYear1Amt |
| Excess From Current Year | $710,166 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLY VAN KAMPEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATIE HARPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 W SAVIDGE STREET | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2318656000 | RecipientPhoneNum |
| Form And Info And Materials | A PRESCRIBED APPLICATION FORM REQUESTING INFORMATION PERTAINING ONLY TO THE APPLICANT'S CREDENTIALS AND PROJECT GOALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS FOR FUNDING MAY BE ACCEPTED THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON GRANTS, OTHER THAN, THAT GRANTS ARE TO BE EXPENDED EXCLUSIVELY IN FURTHERANCE OF THOSE GOALS SPECIFIED IN THE GRANT APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MOSAIC COUNSELING | |||||||
| 1703 S DESPELDER ST | GRAND HAVEN | MI | 49417 | TAX-EXEMPT | GENERAL SUPPORT | $1,000 | |
| THE BRANCH ACADEMY | |||||||
| 2909 W AZEELE ST | TAMPA | FL | 33609 | TAX-EXEMPT | SCHOLARSHIP FUND | $5,000 | |
| ST JOSEPH'S HOSPITAL FOUNDATION | |||||||
| 2700 W DR MARTIN LUTHER KING BLVD | TAMPA | FL | 33607 | TAX-EXEMPT | HEART DISEASE/HEART ATTACKS | $5,000 | UNIT 310 |
| HANDS ACROSS THE BAY | |||||||
| 3800 ULMERTON RD | CLEARWATER | FL | 33762 | TAX-EXEMPT | FAMILIES LIVING IN POVERTY AND FACING ABUSE | $5,000 | |
| HORSE FARMS FOREVER | |||||||
| PO BOX 5279 | OCALA | FL | 34478 | TAX-EXEMPT | MARION COUNTY FARMLAND PRESERVATION AREA | $5,000 | |
| CHILDREN'S CANCER CENTER | |||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | TAX-EXEMPT | CANCER CENTER FOR CHILDREN WITH CANCER | $5,000 | |
| EQUESTRIAN AID FOUNDATION | |||||||
| 11924 W FOREST HILL BLVD 10A-377 | WELLINGTON | FL | 33414 | TAX-EXEMPT | DISABLED SERVICES PROGRAM | $10,000 | |
| UNITED STATES SPANISH PRE ASSOCIATION | |||||||
| 12765 FOREST HILL BLVD 1315 | WELLINGTON | FL | 33414 | TAX-EXEMPT | PROMOTION OF THE PRE BREED IN THE UNITED STATES | $10,000 | |
| HORSES AND HOUNDS FOUNDATION | |||||||
| 11399 PIPING PLOVER ROAD | LAKE WORTH | FL | 33449 | TAX-EXEMPT | TRI-COUNTY ANIMAL CARE OF BOCA RATON; SERVICE DOGS | $10,000 | |
| INDIAN TRAILS CAMP | |||||||
| O-1859 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49534 | TAX-EXEMPT | SUMMER CAMP FOR DISABLE CHILDREN | $10,000 | |
| BIG BROTHERSBIG SISTERS OF THE LAKESHORE | |||||||
| 4265 GRAND HAVEN RD STE 201 | NORTON SHORES | MI | 49441 | TAX-EXEMPT | GENERAL SUPPORT | $10,000 | |
| BROOKE USA | |||||||
| 2333 ALEXANDRIA | LEXINGTON | KY | 40504 | TAX-EXEMPT | PROVIDES WORKING DONKEYS FOR LOW-INCOME WOMEN IN THIRD WORLD COUNTRIES | $10,000 | |
| POUND BUDDIES | |||||||
| 1300 E KEATING AVE | MUSKEGON | MI | 49442 | TAX-EXEMPT | ANIMAL CARE AND ADOPTION CENTER | $10,000 | |
| MUSKEGON COUNTY SHERIFF DEPT | |||||||
| 990 TERRACE ST | MUSKEGON | MI | 49442 | GOVT | POLICE DOGS | $10,000 | |
| PAY IT FORWARD ANIMAL OUTREACH | |||||||
| 1827 W SHERMAN | MUSKEGON | MI | 49441 | TAX-EXEMPT | VETERINARY CLINIC FOR LOW INCOME/PEOPLE IN NEED | $10,000 | |
| BGC MUSKEGON | |||||||
| 900 3RD ST STE 200 | MUSKEGON | MI | 49440 | TAX-EXEMPT | AFTER SCHOOL PROGRAM | $15,000 | |
| MUSKEGON MUSEUM OF ART | |||||||
| 296 W WEBSTER AVE | MUSKEGON | MI | 49440 | TAX-EXEMPT | ANNUAL FUNDRAISER | $15,000 | |
| FIDELITY GCC | |||||||
| 14440 PIERSON RD | CINCINNATI | OH | 452770053 | TAX-EXEMPT | BENEFITS 24 LOCAL CHARITIES | $25,000 | |
| POLO FOR A PURPOSE | |||||||
| 11924 FOREST HILL BLVD 10A-218 | WELLINGTON | FL | 33414 | TAX-EXEMPT | BENEFITS CHILDREN BATTLING BLOOD CANCER | $30,000 | |
| ARNETTE HOUSE | |||||||
| 2310 NE 24TH STREET | OCALA | FL | 34470 | TAX-EXEMPT | EMERGENCY ACCESS FOSTER HOME | $30,000 | |
| VINCEREMOS THERAPEUTIC RIDING CENTER | |||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | TAX-EXEMPT | RIDING LESSONS FOR DISABLED CHILDREN | $30,000 | |
| LILLEY CARES | |||||||
| 113 W SAVIDGE | SPRING LAKE | MI | 49456 | TAX-EXEMPT | GENERAL SUPPORT | $33,174 | |
| KIDS FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | TAX-EXEMPT | ANNUAL FUNDRAISER | $60,000 | |
| DRESSAGE 4 KIDS | |||||||
| 21 LAKE AVENUE | BEDFORD | NY | 10506 | TAX-EXEMPT | ENCOURAGE RIDERS UNDER 25 TO BECOME TRUE HORSEMEN; TO OFFER SCHOLARSHIPS; TO DEVELOP GOOD SPORTSMANSHIP; TO SUPPORT PROGRAMS FOR ADULTS WHO IN TURN EDUCATE YOUTH; AND TO HAVE FUN | $100,000 | |
| DISCOVER DRESSAGE | |||||||
| 113 W SAVIDGE | SPRING LAKE | MI | 49456 | TAX-EXEMPT | GENERAL SUPPORT | $135,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $589,174 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,702 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,883 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,420 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KIM VAN KAMPEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 NW 90TH ST | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,685 | Amt |
| Net Investment Income | $7,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING | PropertyDesc |
| Acquired | 2020-08-14 | AcquiredDt |
| Cost Or Other Basis | $320,671 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39.000000000000 | LifeRt |
| Current Year Expense | $3,426 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARNASSUS FUNDS ENDEAVOR FUNDS 1,411 SHS | $51,103 | $68,234 |
| LORD ABBETT DEBENTURE BOND 5,560 SHS | $44,681 | $46,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ILLINOIS TOOL WORKS INC 108 SHS | $13,380 | $22,019 |
| JP MORGAN CHASE & CO 424 SHS | $43,084 | $53,878 |
| LINDE PLC 84 SHS | $13,730 | $22,135 |
| MCCORMICK & CO INC 168 SHS | $9,006 | $16,061 |
| MCDONALDS CORP 55 SHS | $6,440 | $11,802 |
| MEDTRONIC PLC 157 SHS | $12,396 | $18,391 |
| MICROSOFT CORP 129 SHS | $15,971 | $28,692 |
| NETFLIX.COM INC 61 SHS | $20,133 | $32,985 |
| PLANET FITNESS INC 296 SHS | $19,983 | $22,978 |
| STARWOOD PROPERTY TR INC 1,167 SHS | $24,985 | $22,523 |
| V F CORP 168 SHS | $11,765 | $14,348 |
| HOME DEPOT INC 79 SHS | $13,981 | $20,984 |
| HONEYWELL INTERNATIONAL INC 100 SHS | $14,426 | $21,270 |
| FIRST TRUST DOW JONE EFT SELECT 385 SHS | $19,948 | $18,434 |
| ACCENTURE PLC IRELAND 94 SHS | $15,053 | $24,553 |
| AFLAC INC 548 SHS | $22,453 | $24,370 |
| ALPHABET INC 20 SHS | $16,637 | $35,038 |
| AMAZON COM INC 20 SHS | $34,591 | $65,139 |
| APPLE INC 520 SHS | $25,048 | $68,999 |
| AUTOMATIC DATA PROCESSING 79 SHS | $14,964 | $22,906 |
| BECTON DICKINSON & CO 79 SHS | $17,589 | $19,767 |
| GENL DYNAMICS CORP 163 SHS | $32,580 | $24,258 |
| BLACKROCK INC 47 SHS | $18,120 | $33,912 |
| ENERGY TRANSFER LP 700 SHS | $10,120 | $4,326 |
| FACTSET RESEARCH SYSTEMS INC 46 SHS | $9,426 | $15,295 |
| FIRST TR MID CAP 759 SHS | $33,728 | $49,623 |
| FIRST TRUST CAPITAL ETF STRENGTH 599 SHS | $31,154 | $40,433 |
| CARMAX INC 290 SHS | $17,353 | $27,393 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $320,671 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,426 | AccumulatedDepreciationAmt |
| Book Value | $317,245 | BookValueAmt |
| EOYFMV | $317,245 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $11,818 | $11,818 | $0 |
| BANK FEES | $37 | $0 | $0 |
| EVENT SPONSORSHIP | $210,288 | $0 | $210,288 |
| OFFICE EXPENSES | $2,812 | $0 | $2,812 |
| MISC FEES | $270 | $0 | $0 |
| INSURANCE | $3,474 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJUSTMENT | $2,083 |
| PARTNERSHIP DISTRIBUTION | $169 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL PROCESSING FEES | CategoryTxt |
| Amt | $1,168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,761 | $276 | $0 |
| FOREIGN TAXES | $41 | $41 | $0 |
| PROPERTY TAXES | $1,618 | $162 | $1,456 |