VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201743129349100509
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T10:16:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 5440 Farr Road | AddressLine1Txt |
| City | Fruitport | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kimberly van kampen boyer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5617072337 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kerry J Nelson CPA | PreparerPersonNm |
| PTIN | P00932757 | PTIN |
| Phone | 2317399441 | PhoneNum |
| Preparation | 2017-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $2,071,114 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,015,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,045 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,470 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,743 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $633,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $619,513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $810,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $619,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $319,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $319,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,130,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $939,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,805 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,155,530 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,051,941 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,103,735 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $487,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,893 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $410,150 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $366,869 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $367,681 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,059,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,949,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,071,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,059,293 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,949,037 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,059,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,949,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,059,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,949,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,059,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,879 | OtherIncreasesAmt |
| Subtotal | $1,949,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,949,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS - Short TERM | $125,718 | $132,043 | -$6,325 | -$6,325 | |
| UBS - Long TERM | $149,756 | $164,188 | -$14,432 | -$14,432 | |
| Capital Gains Dividends | $2,780 | $2,780 | $2,780 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $960,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,095,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.458554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,036,235 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,249,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.460634 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,162,906 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,482,932 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.468360 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $749,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,439,801 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.307221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $864,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,304,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.375139 | DistributionYr5Rt |
| Total Distribution | 2.069908 | TotalDistributionRt |
| Average Distribution | 0.413982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,337,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $967,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $151 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $967,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $939,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,963 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,963 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,660 | OverpaymentAmt |
| Applied To ES Tax | $4,660 | 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 | JOAN M MACK | IndividualWithBooksNm |
| Phone | 2318656000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 FARR ROAD | AddressLine1Txt |
| City | FRUITPORT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49415 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 boyer | ||||||||
| 13285 southfields road | wellington | FL | 33414 | president / director | 0.20 | $0 | $0 | $0 |
| frederic jacques boyer | ||||||||
| 13285 southfields road | wellington | FL | 33414 | secretary / director | 10.00 | $0 | $0 | $0 |
| michael william molinari | ||||||||
| 13285 southfields road | wellington | FL | 33414 | director | 0.20 | $0 | $0 | $0 |
| joan m mack | ||||||||
| 12688 headwater circle | wellington | FL | 33414 | administrator | 35.00 | $135,960 | $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 American Equestrians Got Talent - Tax-exempt organization's fundraising event | Description1Txt |
| Expenses1 | $64,060 | Expenses1Amt |
| Description2 | Event Sponsorship for the Bluebird Gala - Tax-exempt organization's fundraising event. | Description2Txt |
| Expenses2 | $51,759 | Expenses2Amt |
| Description3 | Event Sponsorship for United States Pre Association - Tax-exempt organization's fundraising event | Description3Txt |
| Expenses3 | $77,063 | Expenses3Amt |
| Description4 | Event Sponsorship for Dressage 4 Kids - Tax-exempt organization's fundraising event | Description4Txt |
| Expenses4 | $88,293 | 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 | $920,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,051,941 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,373,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,373,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,337,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $116,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $939,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $939,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $939,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $753,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $629,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,040,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $924,942 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $856,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,205,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $939,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $822,486 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,027,825 | 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 | $753,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,273,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $629,641 | ExcessFromYear4Amt |
| Excess From Year3 | $1,040,679 | ExcessFromYear3Amt |
| Excess From Year2 | $924,942 | ExcessFromYear2Amt |
| Excess From Year1 | $856,239 | ExcessFromYear1Amt |
| Excess From Current Year | $822,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | joan m mack | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 farr rd | AddressLine1Txt |
| City | fruitport | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49415 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| American Legion | ||||||||
| Post 390 c/o James Napuli 4054 | Bahia Isle Circle | Wellington | FL | 33414 | none | tax-exempt | General Support | $2,000 |
| Brigham Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | none | tax-exempt | General Support | $5,000 | |
| Dressage 4 Kids | ||||||||
| 25 lake dr | bedford | NY | 10506 | None | tax-exempt | Youth Development Programs | $40,000 | |
| Equestrian Aid Foundation | ||||||||
| 12773 Forest hills | wellington | FL | 33414 | none | tax-exempt | Disabled Services Program | $25,000 | |
| Fidelity Gift Fund | ||||||||
| po box 770001 | cincinnati | OH | 452770053 | none | tax-exempt | Independent Public Charity | $25,000 | |
| Hannah and Friends | ||||||||
| 51250 Hollyhock Road | South Bend | IN | 46637 | none | tax-exempt | General Support | $2,000 | |
| Horses and Hounds Foundation | ||||||||
| 11399 Piping Plover Road | Lake Worth | FL | 33449 | none | tax-exempt | General Support | $3,000 | |
| United Way Of the Lakeshore | ||||||||
| 313 e clay ave | muskegon | MI | 49942 | none | tax-exempt | Program Support | $10,000 | |
| Muskegon Museum of Art | ||||||||
| 296 w webster | muskegon | MI | 49440 | none | tax-exempt | Art museum Programs | $70,000 | |
| Opera Fusion | ||||||||
| Broward Ctr 201 sw 5th | fort lauderdale | FL | 33312 | none | tax-exempt | General Program Support | $20,000 | |
| United states pre association | ||||||||
| 11360 fortune circle | wellington | FL | 33414 | none | tax-exempt | Educational Programs | $27,560 | |
| United states equestrian team | ||||||||
| 4047 iron works pkwy | lexington | KY | 40511 | none | tax-exempt | equestrian training and support Program | $30,000 | |
| Vinceremos Therapeutic riding center | ||||||||
| 1330 6th court north | loxahatchee | FL | 33470 | none | tax-exempt | disabled services Programs | $55,000 | |
| West Michigan SPartans | ||||||||
| 634 front st nw | grand rapids | MI | 49504 | none | tax-exempt | Chef Prize Sponsonship gift | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $319,560 | 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 | $1,292 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,068 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | judith van kampen trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 s third street suite 230 | AddressLine1Txt |
| City | geneva | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | 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 | $4,743 | Amt |
| Net Investment Income | $4,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| corporate bonds - UBS | $302,375 | $303,232 |
| mutual funds - ubs | $54,448 | $49,593 |
| ETF - UBS | $10,046 | $10,031 |
| Accrued Interest - UBS | $0 | $4,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stock - UBS | $413,975 | $479,213 |
| mutual funds - ubs | $62,195 | $64,251 |
| mutual funds - ubs | $40,252 | $42,429 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,470 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expenses | $12,079 | $12,079 | $0 |
| Office Supplies | $1,378 | $0 | $0 |
| Bank Fees | $50 | $50 | $0 |
| Event Sponsorship | $619,513 | $0 | $619,513 |
| Miscellaneous | $10 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to Tax Adjustment - accrued interest | Desc |
| Amt | $4,879 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Processing Fees | CategoryTxt |
| Amt | $1,193 | 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 |
|---|---|---|---|
| Excise Tax | $1,000 | $1,000 | $0 |
| Payroll taxes | $20,549 | $0 | $0 |
| Foreign Taxes | $44 | $44 | $0 |