VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-10
- IRS object ID
- 201502229349100460
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-10T09:19:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472608599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINRICHSZENKPESAVENTO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 HARLEM AVE STE 200 | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604024521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | ADMINISTRATOR | PersonTitleTxt |
| Phone | 5617072337 | PhoneNum |
| Signature | 2015-08-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH W KIMMERLING CPA | PreparerPersonNm |
| PTIN | P00194000 | PTIN |
| Phone | 7084478399 | PhoneNum |
| Preparation | 2015-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,385,478 | 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 | $13,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,722 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,090,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $15,216 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $845 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,657 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,657 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,225 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,179 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,002 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $618,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $595,728 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $799,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $595,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $441,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $441,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,240,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,036,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,201 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,201 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,346,658 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,251,274 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,294,863 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $580,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $509,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $621,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $423,712 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $400,241 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $421,262 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,358,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,208,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,385,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,358,894 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,208,788 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,358,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,358,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,208,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,358,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,106 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,208,788 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS SHORT TERM PAGE 9 OF 47 | P | 2014-01-31 | 2014-12-01 | $146,040 | $142,837 | $3,203 | $3,203 |
| UBS LONG TERM PAGE 24 OF 47 | P | 2013-11-01 | 2014-12-31 | $412,739 | $362,846 | $49,893 | $49,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,722 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,203 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,162,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,482,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.468360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $749,557 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,439,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.307221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $864,558 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,304,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.375139 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $620,698 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,975,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.314179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $415,823 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,930,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215376 | DistributionYr5Rt |
| Total Distribution | 1.680275 | TotalDistributionRt |
| Average Distribution | 0.336055 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,249,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $755,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $593 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $756,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,036,828 | 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 | $593 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $593 | SubtotalAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,596 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,596 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,003 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $2,003 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A - NONE | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | PRES, DIR | 20.00 | $0 | $0 | $0 |
| FREDERIC JACQUES BOYER | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | SECY, DIR | 10.00 | $0 | $0 | $0 |
| MICHAEL WILLIAM MOLINARI | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOAN M MACK | ||||||||
| 5440 FARR ROAD | FRUITPORT | MI | 49415 | ADMINISTRATO | 35.00 | $102,000 | $15,216 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EVENT SPONSORSHIP FOR DRESSAGE 4 KIDS TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description1Txt |
| Expenses1 | $82,970 | Expenses1Amt |
| Description2 | EVENT SPONSORSHIP FOR UNITED STATES EQUESTRIAN TEAM TAX- EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description2Txt |
| Expenses2 | $60,759 | Expenses2Amt |
| Description3 | EVENT SPONSORSHIP FOR UNITED STATES PRE ASSOCIATION TAX- EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description3Txt |
| Expenses3 | $45,560 | Expenses3Amt |
| Description4 | EVENT SPONSORSHIP FOR LOVE, INC. TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description4Txt |
| Expenses4 | $32,188 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $956,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,298,966 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,283,842 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,283,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,249,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $593 | TotalTaxAmt |
| Distributable Before Adj | $111,886 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,886 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,036,828 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,036,828 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $593 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,036,235 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,886 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $321,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $525,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $753,838 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $629,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,040,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,271,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,036,828 | QualifyingDistributionsAmt |
| Applied To Current Year | $111,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $924,942 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,196,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $321,981 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,874,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $525,737 | ExcessFromYear4Amt |
| Excess From Year3 | $753,838 | ExcessFromYear3Amt |
| Excess From Year2 | $629,641 | ExcessFromYear2Amt |
| Excess From Year1 | $1,040,679 | ExcessFromYear1Amt |
| Excess From Current Year | $924,942 | 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 ROAD | 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. APPLICATIONS SHALL BE ACKNOWLEDGED AND | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTIST UNIVERSITY HEALTH | |||||||
| 671 WINYA DR | ORLANDO | FL | 32803 | N/A - NONE | TAX-EXEMPT | HEALTH & WELFARE PROGRAMS | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 1706 CLINTON STRET | MUSKEGON | MI | 49442 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $5,000 |
| DRESSAGE 4 KIDS | |||||||
| 25 LAKE DRIVE | BEDFORD | NY | 10506 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $80,000 |
| FIDELITY CHARITABLE GIFT | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | N/A - NONE | TAX-EXEMPT | INDEPENDENT PUBLIC CHARITY | $135,000 |
| MUSKEGON MUSEUM OF ART | |||||||
| 296 W WEBSTER | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $5,000 |
| UNITED STATES EQUESTRIAN | |||||||
| 4047 IRON WORKS PKWY | LEXINGTON | KY | 40511 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $75,000 |
| UNITED WAY | |||||||
| 31 27 E CLAY | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $10,000 |
| UNITED STATES PRE ASSOCIATION | |||||||
| 11360 FORTUNE CIRCLE | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $110,000 |
| VENCERAMOS THERAPEUTIC RI | |||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $20,000 |
| WOMEN WHO CARE | |||||||
| 1415 ROOD POINT RD | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | PHILANTHROPIC PROGRAMS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $441,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $13,471 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $20,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $56,722 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JUDITH VAN KAMPEN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 S THIRD STREET | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| 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 | $8,657 | Amt |
| Net Investment Income | $8,657 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS UBS | $239,169 | $259,935 |
| MUTUAL FUNDS UBS | $161,072 | $161,327 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK UBS | $384,400 | $489,799 |
| MUTUAL FUNDS UBS | $85,831 | $87,469 |
| MUTUAL FUNDS UBS | $38,841 | $43,884 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $845 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT ADVISORY FEES | $18,211 | $18,211 | |
| OFFICE SUPPLIES | $1,111 | ||
| EVENT SPONSORSHIP & PROMOTION | $598,728 | $595,728 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL PROCESSING FEES | $1,563 |
| CONSULTING FEES | $17,662 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECRETARY OF STATE TAX FEES | $115 | $115 |
| PAYROLL TAXES | $8,149 | |
| FOREIGN TAXES | $64 | $64 |
| EXCISE TAX | $4,000 | $4,000 |