VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-07
- IRS object ID
- 201842509349100319
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-07T14:52:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-19 | 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 | 2018-07-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.129.83.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-07-19 | IPDt |
| IP Tm | 12:47:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C97DB91CA473E2B79A89F46DCE64EDF7242E43CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,607,504 | 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 | $1,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,822 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,822 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,351,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,126 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,641 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,688 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $650,547 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $642,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $691,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $642,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $879,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $966,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $966,547 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,051,941 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $948,352 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000,146 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $516,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,617 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $366,869 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $156,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $170,194 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,949,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,419,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,607,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,949,037 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,419,921 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,949,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,949,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,419,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,949,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,420,192 | SubtotalAmt |
| Other Decreases | $271 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS - SHORT TERM | $16,168 | $15,364 | $804 | $804 | |
| WELLS FARGO - LONG TERM | $20,359 | $20,068 | $291 | $291 | |
| UBS - LONG TERM | $407,742 | $387,188 | $20,554 | $20,554 | |
| CAPITAL GAINS DIVIDENDS | $1,920 | $1,920 | $1,920 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $939,073 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,337,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.401691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $960,986 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,095,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.458554 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,036,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,249,584 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.460634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,162,906 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,482,932 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.468360 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $749,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,439,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.307221 | DistributionYr5Rt |
| Total Distribution | 2.096460 | TotalDistributionRt |
| Average Distribution | 0.419292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,931,373 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $809,809 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $810,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $831,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $402 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,660 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,258 | OverpaymentAmt |
| Applied To ES Tax | $4,258 | 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 |
| 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 | $18,000 | $0 | $0 |
| PATRICK MOLINARI ESQ | ||||||||
| 246 E CHESTNUT AVE 903 | CHICAGO | IL | 60611 | ATTORNEY | 0.20 | $0 | $0 | $0 |
| FREDERIC JACQUES BOYER | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | FORMER DIRECTOR | 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 | $96,125 | Expenses1Amt |
| Description2 | EVENT SPONSORSHIP FOR THE BLUEBIRD GALA - TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description2Txt |
| Expenses2 | $61,172 | Expenses2Amt |
| Description3 | EVENT SPONSORSHIP FOR UNITED STATES PRE ASSOCIATION - TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT | Description3Txt |
| Expenses3 | $94,833 | Expenses3Amt |
| Description4 | EVENT SPONSORSHIP FOR DRESSAGE 4 KIDS - TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT | Description4Txt |
| Expenses4 | $88,079 | 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 | $789,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $948,352 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,960,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,960,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,931,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $402 | TotalTaxAmt |
| Distributable Before Adj | $96,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $831,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $402 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $831,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,641 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,040,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $924,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $856,239 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $822,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,273,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,167 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $735,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,009,368 | 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 | $629,641 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,379,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,040,679 | ExcessFromYear4Amt |
| Excess From Year3 | $924,942 | ExcessFromYear3Amt |
| Excess From Year2 | $856,239 | ExcessFromYear2Amt |
| Excess From Year1 | $822,486 | ExcessFromYear1Amt |
| Excess From Current Year | $735,381 | 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 | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $10,000 |
| HORSES AND HOUNDS FOUNDATION | |||||||
| 11399 PIPING PLOVER ROAD | LAKE WORTH | FL | 33449 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $3,000 |
| MUSKEGON MUSEUM OF ART | |||||||
| 296 W WEBSTER | MUSKEGON | MI | 49440 | NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $5,000 |
| UNITED STATES PRE ASSOCIATION | |||||||
| 11360 FORTUNE CIRCLE | WELLINGTON | FL | 33414 | NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $37,828 |
| VINCEREMOS THERAPEUTIC RIDING CENTER | |||||||
| 1330 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $10,000 |
| PET HAVEN RESCUE | |||||||
| 1128 ROYAL PALM BEACH BLVD | WEST PALM BEACH | FL | 33411 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $1,500 |
| DISCOVER DRESSAGE | |||||||
| 12788 W FOREST HILL BLVD SUITE 1003 | WELLINGTON | FL | 33414 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $15,000 |
| TRI-COUNTY ANIMAL RESCUE | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $1,000 |
| BROOKE USA | |||||||
| 4089 IRON WORKS PKWY | LEXINGTON | KY | 40511 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $5,000 |
| SALVATION ARMY | |||||||
| 615 SISTERS LANE | ALEXANDRIA | VA | 22313 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $45,000 |
| NATIONAL ASSOCIATION OF ANOREXIA NERVOSA | |||||||
| 220 N GREEN ST | CHICAGO | IL | 60607 | NONE | TAX-EXEMPT | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,828 | 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 | $14,822 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,126 | 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 | $1,300,000 | 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 | $3,688 | Amt |
| Net Investment Income | $3,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - WELLS FARGO | $26,163 | $26,031 |
| MUTUAL FUNDS - WELLS FARGO | $130,447 | $144,163 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK - WELLS FARGO | StockNm |
| EOY Book Value | $348,412 | EOYBookValueAmt |
| EOYFMV | $470,617 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,641 | 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 - ACCRUED INTEREST | Desc |
| Amt | $271 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $6,789 | $6,789 | $0 |
| BANK FEES | $326 | $326 | $0 |
| EVENT SPONSORSHIP | $642,720 | $0 | $642,720 |
| MISCELLANEOUS | $712 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL PROCESSING FEES | CategoryTxt |
| Amt | $207 | 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 | $1,608 | $0 | $0 |
| FOREIGN TAXES | $146 | $146 | $0 |