VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349102376
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- 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 | 2014-11-17T14:02:12-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363053312 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESAVENTO & PESAVENTO LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 SOUTH HARLEM AVE SUITE 200 | AddressLine1 |
| City | BERWYN | City |
| State | IL | State |
| ZIP Code | 60402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | FRUITPORT | City |
| State | MI | State |
| ZIP Code | 49415 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY VAN KAMPEN BOYER | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 5617072337 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH W KIMMERLING CPA | PreparerPersonNm |
| PTIN | P00194000 | PTIN |
| Phone | 7084478399 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,512,951 | 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 | $21,363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,363 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,101,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,122,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $15,216 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,680 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,622 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,622 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,089 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,620 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $703,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $681,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $874,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $681,766 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,356,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,163,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$234,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,025 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,553,835 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,346,658 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,346,658 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $528,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $580,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $707,546 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $486,887 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $423,712 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,722 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,593,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,358,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,512,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,593,205 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,358,894 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,593,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,593,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,358,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,593,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$234,311 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,358,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS JANUARY SHORT TERM PAGE 64 | P | $9,675 | $11,775 | -$2,100 | -$2,100 |
| UBS JULY LONG TERM PAGE 80 | P | $8,767 | $9,601 | -$834 | -$834 |
| UBS LONG TERM | P | $924 | $924 | $924 | |
| UBS JANUARY LONG TERM PAGE 64 | P | $10,001 | $9,646 | $355 | $355 |
| UBS AUGUST SHORT TERM PAGE 70 | P | $17,243 | $17,524 | -$281 | -$281 |
| UBS FEBRUARY SHORT TERM PAGE 64 | P | $38,477 | $33,202 | $5,275 | $5,275 |
| UBS AUGUST LONG TERM PAGE 71 | P | $52,049 | $45,695 | $6,354 | $6,354 |
| UBS FEBRUARY LONG TERM PAGE 65 | P | $61,174 | $48,295 | $12,879 | $12,879 |
| UBS SEPTEMBER SHORT TERM PAGE 73 | P | $36,579 | $33,651 | $2,928 | $2,928 |
| UBS MARCH SHORT TERM PAGE 71 | P | $23,489 | $20,661 | $2,828 | $2,828 |
| UBS SEPTEMBER LONG TERM PAGE 74 | P | $143,587 | $128,029 | $15,558 | $15,558 |
| UBS MARCH LONG TERM PAGE 72 | P | $7,577 | $5,179 | $2,398 | $2,398 |
| UBS OCTOBER SHORT TERM PAGE 69 | P | $31,030 | $28,130 | $2,900 | $2,900 |
| UBS APRIL SHORT TERM PAGE 72 | P | $6,900 | $5,589 | $1,311 | $1,311 |
| UBS OCTOBER LONG TERM PAGE 71 | P | $34,941 | $26,910 | $8,031 | $8,031 |
| UBS APRIL LONG TERM PAGE 73 | P | $17,918 | $12,971 | $4,947 | $4,947 |
| UBS OCTOBER SHORT TERM PAGE 71 | P | $3,019 | $3,303 | -$284 | -$284 |
| UBS MAY SHORT TERM PAGE 73 | P | $76,471 | $74,177 | $2,294 | $2,294 |
| UBS NOVEMBER SHORT TERM PAGE 65 | P | $19,740 | $19,472 | $268 | $268 |
| UBS MAY LONG TERM PAGE 74 | P | $14,329 | $11,115 | $3,214 | $3,214 |
| UBS NOVEMBER LONG TERM PAGE 66 | P | $22,976 | $26,134 | -$3,158 | -$3,158 |
| UBS JUNE SHORT TERM PAGE 73 | P | $156,836 | $156,579 | $257 | $257 |
| UBS NOVEMBER SHORT TERM PAGE 66 | P | $1,808 | $1,825 | -$17 | -$17 |
| UBS JUNE LONG TERM PAGE 73 | P | $15,779 | $15,347 | $432 | $432 |
| UBS DECEMBER SHORT TERM PAGE 31 | P | $39,611 | $43,402 | -$3,791 | -$3,791 |
| UBS JULY SHORT TERM PAGE 78 | P | $112,822 | $114,169 | -$1,347 | -$1,347 |
| UBS DECEMBER LONG TERM PAGE 31 | P | $7,807 | $3,895 | $3,912 | $3,912 |
| UBS JULY LONG TERM PAGE 79 | P | $45,152 | $39,128 | $6,024 | $6,024 |
| UBS DECEMBER SHORT TERM PAGE 31 | P | $14,860 | $13,699 | $1,161 | $1,161 |
| UBS JULY SHORT TERM PAGE 79 | P | $70,381 | $70,786 | -$405 | -$405 |
| UBS SHORT TERM | P | $430 | -$430 | -$430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,603 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,567 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $749,557 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,439,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.307221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $864,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,304,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.375139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $620,698 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,975,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.314179 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $415,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,930,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.215376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $397,794 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $829,444 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.479591 | DistributionYr5Rt |
| Total Distribution | 1.691506 | TotalDistributionRt |
| Average Distribution | 0.338301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,482,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $839,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $840,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,163,866 | 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 | $960 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $960 | SubtotalAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,556 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,556 | TotalPaymentsAndCreditsAmt |
| Overpayment | $596 | OverpaymentAmt |
| Applied To ES Tax | $596 | AppliedToESTaxAmt |
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 | AddressLine1 |
| City | FRUITPORT | City |
| State | MI | State |
| ZIP Code | 49415 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $100,000 | $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 | $90,452 | Expenses1Amt |
| Description2 | EVENT SPONSORSHIP FOR WGREATER MUSKEGON WOMAN'S CLUB TAX- EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description2Txt |
| Expenses2 | $44,709 | Expenses2Amt |
| Description3 | EVENT SPONSORSHIP FOR LOVE, INC. TAX-EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description3Txt |
| Expenses3 | $31,292 | Expenses3Amt |
| Description4 | EVENT SPONSORSHIP FOR UNITED STATES EQUESTRIAN TEAM TAX- EXEMPT ORGANIZATION'S FUNDRAISING EVENT. | Description4Txt |
| Expenses4 | $28,963 | 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 | $1,054,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450,247 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,520,743 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,520,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,482,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $960 | TotalTaxAmt |
| Distributable Before Adj | $123,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,163,866 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,163,866 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $960 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,162,906 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,187 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $357,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $321,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $525,737 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $753,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $629,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,588,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,163,866 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,040,679 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,629,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $357,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,271,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $321,981 | ExcessFromYear4Amt |
| Excess From Year3 | $525,737 | ExcessFromYear3Amt |
| Excess From Year2 | $753,838 | ExcessFromYear2Amt |
| Excess From Year1 | $629,641 | ExcessFromYear1Amt |
| Excess From Current Year | $1,040,679 | 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 | AddressLine1 |
| City | FRUITPORT | City |
| State | MI | State |
| ZIP Code | 49415 | ZIPCode |
| 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM SOCIETY | |||||||
| 4340 EAST-WEST HWY SUITE | BETHESDA | MD | 20814 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 1706 CLINTON STRET | MUSKEGON | MI | 49442 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $2,000 |
| DRESSAGE 4 KIDS | |||||||
| 25 LAKE DRIVE | BEDFORD | NY | 10506 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $90,000 |
| FIDELITY CHARITABLE GIFT | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | N/A - NONE | TAX-EXEMPT | INDEPENDENT PUBLIC CHARITY | $125,000 |
| HORSES & HOUNDS CHARITABLE FOUND | |||||||
| 11399 PIPING PLOVER RD | LAKE WORTH | FL | 33449 | N/A - NONE | TAX-EXEMPT | ANIMAL WELFARE PROGRAMS | $10,000 |
| HUMANE SOCIETY OF PALM BEACH COUNTY | |||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A - NONE | TAX-EXEMPT | ANIMAL WELFARE PROGRAMS | $2,500 |
| MUSKEGON MUSEUM OF ART | |||||||
| 296 W WEBSTER | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $70,000 |
| UNITED STATES EQUESTRIAN | |||||||
| 4047 IRON WORKS PKWY | LEXINGTON | KY | 40511 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $60,000 |
| UNITED WAY | |||||||
| 31 27 E CLAY | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $10,000 |
| US PRE ASSOCIATION | |||||||
| 11360 FORTUNE CIRCLE | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $95,000 |
| VENCERAMOS THERAPEUTIC RI | |||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $15,000 |
| 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 | $482,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $21,363 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $29,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $71,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,514 | 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 | AddressLine1 |
| Address Line2 | SUITE 230 | AddressLine2 |
| City | GENEVA | City |
| State | IL | State |
| ZIP Code | 60134 | ZIPCode |
| 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 | $5,622 | Amt |
| Net Investment Income | $5,622 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| KIMBERLY VAN KAMPEN BOYER |
| FREDERIC JACQUES BOYER |
| MICHAEL WILLIAM MOLINARI |
| JOAN M MACK |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS UBS | $246,062 | $450,722 |
| MUTUAL FUNDS UBS | $177,650 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK UBS | $465,560 | $577,999 |
| MUTUAL FUNDS UBS | $81,284 | $89,243 |
| CLOSED END FUNDS UBS | ||
| MUTUAL FUNDS UBS | ||
| MUTUAL FUNDS UBS | $33,655 | $40,304 |
| MUTUAL FUNDS UBS | ||
| PREFERRED STOCK UBS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,680 | 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 | $20,636 | $20,636 | |
| OFFICE SUPPLIES | $960 | ||
| EVENT SPONSORSHIP & PROMOTION | $681,766 | $681,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL PROCESSING FEES | $1,437 |
| CONSULTING FEES | $17,652 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECRETARY OF STATE TAX FEES | $115 | $115 |
| PAYROLL TAXES | $7,851 | |
| FOREIGN TAXES | $170 | $170 |