VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-09-29
IRS object ID: 202232729349100103
Schema version: 2021v4.2
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-29T07:39:02-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	2022-07-13	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	2022-07-12	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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,732,645	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	$1,634	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$30	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$12,036	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$12,036	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$260,853	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$967,494	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$260,853	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$274,523	TotalRevAndExpnssAmt
Total Net Invst Incm	$272,919	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
Pension Empl Bnft Rev And Expnss	$6,091	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$609	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$3,046	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$475	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,230	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$7,230	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,234	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$6,960	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$427	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,134	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$8,222	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$13,205	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$0	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$151,662	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$7,888	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$140,518	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$240,079	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$20,654	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$168,198	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$129,438	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$129,438	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$369,517	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$20,654	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$297,636	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$94,994	ExcessRevenueOverExpensesAmt
Net Investment Income	$252,265	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$44,144	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$16,971	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$16,971	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$637,585	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$533,996	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$585,790	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$538,044	CorporateStockBOYAmt
Corporate Stock EOY	$162,696	CorporateStockEOYAmt
Corporate Stock EOYFMV	$296,022	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$95,784	CorporateBondsBOYAmt
Corporate Bonds EOY	$259,073	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$269,073	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$576,437	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$11,648	LandBldgEquipAccumDeprecAmt
Land BOY	$317,245	LandBOYAmt
Land EOY	$564,789	LandEOYAmt
Land EOYFMV	$564,789	LandEOYFMVAmt
Total Assets BOY	$1,632,802	TotalAssetsBOYAmt
Total Assets EOY	$1,537,525	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,732,645	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,632,802	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,537,525	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,632,802	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,537,525	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,632,802	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,537,525	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,632,802	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$94,994	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,537,808	SubtotalAmt
Other Decreases	$283	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,537,525	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	$300,184	$300,879	-$695	-$695
WELLS FARGO	P	$659,215	$405,762	$253,453	$253,453
CAPITAL GAINS DIVIDENDS	P	$8,095		$8,095	$8,095

Field	Value	IRS element (for citing)
Capital Gain Net Income	$260,853	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,506	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,506	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,506	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$5,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,000	TotalPaymentsAndCreditsAmt
Es Penalty	$46	EsPenaltyAmt
Overpayment	$1,448	OverpaymentAmt
Applied To ES Tax	$1,448	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	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	EVENT SPONSORSHIP FOR POUND BUDDIES - TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT	Description1Txt
Expenses1	$6,824	Expenses1Amt
Description2	EVENT SPONSORSHIP FOR SHERIFF MIKE POULIN - TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT	Description2Txt
Expenses2	$15,105	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	$750,280	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$88,618	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,150,579	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,989,477	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,989,477	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$29,842	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,959,635	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$97,982	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$97,982	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,506	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,506	TotalTaxAmt
Distributable Before Adj	$94,476	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$94,476	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$94,476	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$297,636	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$297,636	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$94,476	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$822,486	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$735,381	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$786,039	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$673,815	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$710,166	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,727,887	TotalExcessDistributionCyovAmt
Qualifying Distributions	$297,636	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$94,476	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$203,160	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,931,047	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	$822,486	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,108,561	ExcessDistriCyovToNextYrAmt
Excess From Year4	$735,381	ExcessFromYear4Amt
Excess From Year3	$786,039	ExcessFromYear3Amt
Excess From Year2	$673,815	ExcessFromYear2Amt
Excess From Year1	$710,166	ExcessFromYear1Amt
Excess From Current Year	$203,160	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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AREA HORSE SHOWS OF OCALA
XXX STREET	OCALA	FL	34470	PC	UNDERWROTE ARNETTE HOUSE LUNCHEON	$3,782
ARNETTE HOUSE
2310 NE 24TH STREET	OCALA	FL	34470	PC	EMERGENCY YOUTH SHELTER/FOSTER HOME	$10,000
BETHANNY CHRISTIAN
901 EASTERN AVE NE	GRAND RAPIDS	MI	49503	PC	EQUINE THERAPY PROGRAM	$4,800
BIG BROTHERSBIG SISTERS OF THE LAKESHORE
4265 GRAND HAVEN RD STE 201	NORTON SHORES	MI	49441	PC	AFTER SCHOOL PROGRAM FOR LOW-INCOME CHILDREN	$2,500
DRESSAGE 4 KIDS
21 LAKE AVENUE	BEDFORD	NY	10506	PC	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	$11,356
HORSE FARMS FOREVER
PO BOX 5279	OCALA	FL	34478	PC	PROTECT, PRESERVE, PREPARE AND PLAN FOR HORSES IN LOW-INCOME AREAS	$5,000
HORSES AND HOUNDS FOUNDATION
11399 PIPING PLOVER ROAD	LAKE WORTH	FL	33449	PC	FINANCIAL SUPPORT OF ABANDONED AND/OR ABUSED ANIMALS.	$10,000
HORSES 'N HEROES
2680 N US HWY 441	CITRA	FL	32113	PC	FINANCIAL SUPPORT FOR AN AFTER SCHOOL/SUMMER PROGRAM THAT TEACHES UNDERPRIVILEGED GIRLS HOW TO TAKE CARE OF AND RIDE HORSES; TEACHES DISCIPLINE AND WORK ETHIC	$12,000
MUSKEGON MUSEUM OF ART
296 W WEBSTER AVE	MUSKEGON	MI	49440	PC	ANNUAL FUNDRAISING GALA	$20,000
UNITED STATES EQUESTRIAN TEAM FEDERATION
1040 POTTERVILLE RD	GLADSTONE	NJ	07934	PC	FINANCIAL SUPPORT OF OLYMPIC PROGRAM; PATHWAYS TO THE PODIUMS TO PROMOTE EQUESTRIAN ACTIVITIES AND PROVIDE FINANCIAL SUPPORT FOR PROMISING YOUTH	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$129,438	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	$1,634	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$12,036	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$260,853	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$274,523	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$274,523	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	$7,230	Amt
Net Investment Income	$7,230	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	$3,426	SL	39.000000000000	$8,222	$0
REMODEL 113 W SAVIDGE	2021-12-31	$255,766		SL	39.000000000000	$0	$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EATON VANCE MUNS TR I EV HIGH YIELD MUNI FUNDS 6,510.882 SHS	$61,008	$60,812
HARTFORD MUT FDS INC BALANCED INCOME FD 4,866.461 SHS	$79,825	$77,960
LORD ABBETT DEBENTURE BOND 11,255.625 SHS	$92,528	$93,647
PARNASSUS FUNDS ENDEAVOR FUNDS 677.527 SHS	$25,712	$36,654

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND 44 SHS	$7,046	$18,240
AFLAC INC 298 SHS	$11,299	$17,400
AMAZON COM INC 10 SHS	$18,022	$33,343
AUTOMATIC DATA PROCESSING 60 SHS	$6,907	$14,795
CARMAX INC 140 SHS	$8,377	$18,232
FIRST TR MID CAP 359 SHS	$15,953	$26,631
FIRST TRUST CAPITAL ETF STRENGTH 299 SHS	$15,551	$25,280
HOME DEPOT INC 39 SHS	$6,902	$16,185
ILLINOIS TOOL WORKS INC 58 SHS	$7,186	$14,314
JP MORGAN CHASE & CO 150 SHS	$14,285	$23,753
MCCORMICK & CO INC 100 SHS	$5,361	$9,661
MCDONALDS CORP 55 SHS	$6,440	$14,744
MICROSOFT CORP 59 SHS	$9,128	$19,843
NETFLIX.COM INC 30 SHS	$9,902	$18,073
PLANET FITNESS INC 146 SHS	$8,572	$13,226
V F CORP 168 SHS	$11,765	$12,302

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BUILDING	$320,671	$11,648	$309,023	$309,023
REMODEL 113 W SAVIDGE	$255,766	$0	$255,766	$255,766

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$475	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	$283	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	$7,888	$7,888	$0
EVENT SPONSORSHIP	$140,518	$0	$140,518
MISCELLANEOUS EXPENSES	$464	$0	$0
INSURANCE	$2,370	$0	$0
LATE FEES	$422	$0	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PAYROLL PROCESSING FEES	CategoryTxt
Amt	$1,234	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	$4,268	$427	$2,134
PROPERTY TAXES	$745	$0	$0
EXCISE TAXES	$1,947	$0	$0