VAN DEUREN DONOVAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VAN DEUREN DONOVAN FAMILY FOUNDATION (EIN 39-1948321)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-31
- IRS object ID
- 201303049349100600
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-31T10:37:31-00:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391948321 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joan C & Richard A Van Deuren Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOAN | NameControl |
| Phone | 4142981000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o J DAmato 1000 N Water St Room 2 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532023197 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer D'Amato | Name |
| Title | Directore | Title |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles A Konkol CPA | Name |
| Phone | 4145432337 | Phone |
| Date Prepared | 2013-10-31 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 603396 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19491 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19491 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 19492 | TotalRevenueAndExpenses |
| Total Net Investment Income | 19492 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Interest Rev And Expnss | 6 | InterestRevAndExpnss |
| Interest Net Invst Incm | 6 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 405 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 405 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 360 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 360 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1621 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 771 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6121 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 771 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13371 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18721 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 43568 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 56939 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 56939 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 477066 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 477066 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 546457 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 520634 | TotalAssetsBOY |
| Total Assets EOY | 534005 | TotalAssetsEOY |
| Total Assets EOYFMV | 603396 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 963049 | CapitalStockBOY |
| Capital Stock EOY | 963049 | CapitalStockEOY |
| Retained Earnings BOY | -442415 | RetainedEarningsBOY |
| Retained Earnings EOY | -429044 | RetainedEarningsEOY |
| Total Net Assets BOY | 520634 | TotalNetAssetsBOY |
| Total Net Assets EOY | 534005 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 520634 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 534005 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 520634 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13371 | ExcessOfRevenueOverExpenses |
| Subtotal | 534005 | Subtotal |
| Total Net Assets Fund Balances EOY | 534005 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 551418 | NoncharitableAssetsYear1 |
| Qualifying Distributions Year2 | 30100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 524279 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.057412 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 53850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 533712 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.100897 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 558378 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.006268 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 555385 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.033310 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.197887 | TotalDistributionRatio |
| Average Distribution Ratio | 000.039577 | AverageDistributionRatio |
| Net Noncharitable Assets | 578206 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22884 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 187 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23071 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 374 | InvestmentIncomeExciseTax |
| Subtotal | 374 | Subtotal |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Tax Due | 374 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Astraeus Advisers LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8478252200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Northwest Hwy STE 209 | AddressLine1 |
| City | Park Ridge | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jennifer D'Amato | ||||||
| 1000 N Water St | Milwaukee | WI | 53202 | Director | 000.00 | 0 |
| Susan Donovan | ||||||
| 1303 Lake Worth Ln | N Palm Beach | FL | 33408 | Director | 000.00 | 0 |
| Pamela Linke | ||||||
| 2927 Jackson St | San Francisco | CA | 94115 | Director | 000.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 587011 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 587011 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 587011 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8805 | CashDeemedCharitable |
| Net Noncharitable Assets | 578206 | NetNoncharitableAssets |
| Minimum Investment Return | 28910 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28910 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Total Tax | 374 | TotalTax |
| Distributable Amount Before Adj | 28536 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 28536 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 28536 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4500 | ExpensesAndContributions |
| Qualifying Distributions | 4500 | QualifyingDistributions |
| Adj Qualifying Distributions | 4500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28536 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 27204 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4218 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 31422 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4500 | QualifyingDistributions |
| Applied To Current Year | 4500 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 24036 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 24036 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7386 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 7386 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3168 | ExcessFromYear3 |
| Excess From Year2 | 4218 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| Lost Tree Villiage Charitable Foundation | |||||
| 11520 Lost Tree Way | North Palm Beach | FL | 33408 | unrestricted | $3,500 |
| University School of Milwaukee | |||||
| 2100 W Fairy Chasm Rd | Milwaukee | WI | 53217 | unrestricted | $500 |
| Friends of Smith College | |||||
| PO Box 340029 | Boston | MA | 02241 | unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,491 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,492 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 19492 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Charles A. Konkol CPA | Category |
| Amount | $850 | Amount |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1104 shares of Vanguard 500 Index Fubd VFIN X | 112066 | 163408 |
| 1367 shares of FMI Com St Fund FMIM X | 30000 | 36178 |
| 970 shares of Harbor Intl Fund HAIN X | 50000 | 60452 |
| 16803 shares of Baird Intermediate Bond Fund | 185000 | 185336 |
| 9025 shares of Pimco Real Return Fund | 100000 | 101083 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | US Trust account fees | Description |
| Revenue And Expenses Per Books | 360 | RevenueAndExpensesPerBooks |
| Net Investment Income | 360 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | Category |
| Amount | $405 | Amount |
| Net Investment Income | 405 | NetInvestmentIncome |