VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-07
- IRS object ID
- 202312509349100601
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T06:15:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-08-24 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P PRIDNIA CPA | PreparerPersonNm |
| PTIN | P00024592 | PTIN |
| Phone | 2317399441 | PhoneNum |
| Preparation | 2023-08-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,033,494 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $419 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,808 | 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 | $45,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,725 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,622 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,622 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,650 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $134,362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $249,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$593,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,989 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $533,996 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $430,407 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $482,201 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $162,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $172,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $259,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $265,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $265,715 | CorporateBondsEOYFMVAmt |
| Land BOY | $564,789 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $1,537,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $944,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,033,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,537,525 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $944,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,537,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $944,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,537,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $944,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,537,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$593,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $434 | OtherIncreasesAmt |
| Subtotal | $944,860 | SubtotalAmt |
| Other Decreases | $701 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $944,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BUILDING | P | $560,000 | $20,270 | $612,923 | -$32,653 | -$32,653 |
| WELLS FARGO | P | $307,322 | $320,353 | -$13,031 | -$13,031 | |
| WELLS FARGO | P | $260,323 | $217,266 | $43,057 | $43,057 | |
| CAPITAL GAINS DIVIDENDS | P | $873 | $873 | $873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,754 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,548 | 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 | $3,548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,548 | OverpaymentAmt |
| Applied To ES Tax | $3,548 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 2318656000 | 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 | EVENT SPONSORSHIP FOR SHERIFF MIKE POULIN - TAX EXEMPT ORGANIZATION'S FUNDRAISING EVENT | Description1Txt |
| Expenses1 | $65,606 | Expenses1Amt |
| Description2 | EVENT SPONSORSHIP FOR BIG BROTHERS BIG SISTERS - TAX EXEMPT ORGANIZATION'S FUNDRAISING EVENT | Description2Txt |
| Expenses2 | $61,640 | Expenses2Amt |
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 | $339,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,446 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $482,201 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,009,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,009,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,696 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $49,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $509,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $735,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $786,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $673,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $710,166 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,108,561 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $509,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459,491 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,568,052 | 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 | $735,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,832,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $786,039 | ExcessFromYear4Amt |
| Excess From Year3 | $673,815 | ExcessFromYear3Amt |
| Excess From Year2 | $710,166 | ExcessFromYear2Amt |
| Excess From Year1 | $203,160 | ExcessFromYear1Amt |
| Excess From Current Year | $459,491 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DISCOVER DRESSAGE | ||||||
| 113 W SAVIDGE | SPRING LAKE | MI | 49456 | PC | GENERAL SUPPORT | $212,750 |
| KIDS FOOD BASKET | ||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | PC | ANNUAL FUNDRAISER | $40,850 |
| TRI CITY KIWANIS | ||||||
| PO BOX 571 | GRAND HAVEN | MI | 49417 | PC | DONATION (VAN FOR INJURED YOUNG ATHLETE) | $20,000 |
| MUSKEGON MUSEUM OF ART | ||||||
| 296 W WEBSTER AVE | MUSKEGON | MI | 49440 | PC | ANNUAL FUNDRAISING GALA | $15,000 |
| UNITED STATES SPANISH PRE ASSOCIATION | ||||||
| 12765 FOREST HILL BLVD 1315 | WELLINGTON | FL | 33414 | PC | PROMOTION OF THE PRE BREED IN THE UNITED STATES | $13,000 |
| HORSES AND HOUNDS FOUNDATION | ||||||
| 11399 PIPING PLOVER ROAD | LAKE WORTH | FL | 33449 | PC | FINANCIAL SUPPORT OF ABANDONED AND/OR ABUSED ANIMALS. | $10,000 |
| ARNETTE HOUSE | ||||||
| 2310 NE 24TH STREET | OCALA | FL | 34470 | PC | EMERGENCY YOUTH SHELTER/FOSTER HOME | $10,000 |
| OPERATION BBQ RELIEF | ||||||
| PO BOX 414378 WS 198 | KANSAS CITY | MO | 49505 | PC | FOOD TRUCK FOR HURRICANE IAN | $10,000 |
| LILLEY CARES | ||||||
| 113 W SAVIDGE | SPRING LAKE | MI | 49456 | PC | GENERAL SUPPORT | $9,000 |
| VINCEREMOS THERAPEUTIC RIDING CENTER | ||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | PC | RIDING LESSONS FOR DISABLED CHILDREN | $5,000 |
| HORSE FARMS FOREVER | ||||||
| PO BOX 5279 | OCALA | FL | 34478 | PC | PROTECT, PRESERVE, PREPARE AND PLAN FOR HORSES IN LOW-INCOME AREAS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,600 | 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 | $564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,199 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,720 | Amt |
| Net Investment Income | $6,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2020-08-14 | $320,671 | $11,648 | SL | 39.000000000000 | $4,796 | $4,796 |
| REMODEL 113 W SAVIDGE | 2021-12-31 | $255,766 | SL | 39.000000000000 | $3,826 | $3,826 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY FUNDS FIDELITY TREASURY PORT 250000 SHS | $250,000 | $250,000 |
| NEUBERGER BERMAN LARGE CAP VALUE FUND 365.125 SHS | $15,264 | $15,715 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC 50 SHS | $7,055 | $8,080 |
| UNITED PARCEL SERVICE 30 SHS | $6,076 | $5,215 |
| TARGET CORP 50 SHS | $8,555 | $7,452 |
| RIO TINTO PLC SPONSORED 100 SHS | $5,302 | $7,120 |
| PLANET FITNESS INC 100 SHS | $5,875 | $7,880 |
| NVIDIA CORP 100 SHS | $15,609 | $14,614 |
| MCDONALDS CORP 55 SHS | $6,440 | $14,494 |
| JP MORGAN CHASE & CO 100 SHS | $9,523 | $13,410 |
| HOME DEPOT INC 39 SHS | $6,902 | $12,319 |
| ILLINOIS TOOL WORKS INC 58 SHS | $7,186 | $12,777 |
| FIRST TRUST CAPITAL ETF STRENGTH 299 SHS | $15,551 | $22,410 |
| ACCENTURE PLC IRELAND 44 SHS | $7,046 | $11,741 |
| CARMAX INC 140 SHS | $8,377 | $8,525 |
| CLOROX COMPANY 50 SHS | $7,247 | $7,016 |
| VANGUARD SHORT TERM ETF 345 SHS | $26,079 | $25,941 |
| FIRST TR GLOBAL ETF TACTICAL COMMIDITY 500 SHS | $13,680 | $12,245 |
| FIRST TR MID CAP 200 SHS | $8,887 | $11,278 |
| DOLLAR TREE STORES INC 50 SHS | $7,109 | $7,072 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $875 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $701 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $4,455 | $4,455 | $0 |
| EVENT SPONSORSHIP | $134,362 | $0 | $134,362 |
| WEBSITE FEE | $2,704 | $0 | $0 |
| INSURANCE | $5,711 | $0 | $0 |
| PROGRAM EXPENSES | $20,648 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTION/NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $434 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL PROCESSING FEES | CategoryTxt |
| Amt | $1,489 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,450 | $345 | $1,725 |
| EXCISE TAXES | $6,012 | $0 | $0 |