VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201322889349100227
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-15T15:16:36-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESAVENTO & PESAVENTO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201190854 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | VANK | NameControl |
| Phone | 5617072337 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY VAN KAMPEN BOYER | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 5617072337 | Phone |
| Date Signed | 2013-09-19 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH W KIMMERLING CPA | Name |
| Phone | 7084478399 | Phone |
| Date Prepared | 2013-09-20 | DatePrepared |
| 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 | 2682590 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 53067 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 53067 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21628 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21160 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 49149 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 805788 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 49149 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1123844 | TotalRevenueAndExpenses |
| Total Net Investment Income | 123376 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 101250 | CompOfcrDirTrstRevAndExpnss |
| Pension Empl Bnft Rev And Expnss | 14582 | PensionEmplBnftRevAndExpnss |
| Legal Fees Rev And Expnss | 32031 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 3344 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3343 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 10875 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 8761 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1015 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 5543 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 16827 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15320 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 193213 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19678 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 749557 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 749557 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 942770 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19678 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 749557 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 181074 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 103698 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30480 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23844 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23844 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1553835 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1553835 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 716970 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 528639 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 581918 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 414681 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 486887 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 522993 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans BOY | 1250000 | InvestmentsMortgageLoansBOY |
| Total Assets BOY | 2412131 | TotalAssetsBOY |
| Total Assets EOY | 2593205 | TotalAssetsEOY |
| Total Assets EOYFMV | 2682590 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2412131 | UnrestrictedBOY |
| Unrestricted EOY | 2593205 | UnrestrictedEOY |
| Total Net Assets BOY | 2412131 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2593205 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2412131 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2593205 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2412131 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 181074 | ExcessOfRevenueOverExpenses |
| Subtotal | 2593205 | Subtotal |
| Total Net Assets Fund Balances EOY | 2593205 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| WELLS FARGO PAGE 18 OF 19 | P | 7181 | 148 | 7033 | 7033 | ||
| WELLS FARGO PAGE 19 OF 19 | P | 1 | 1 | ||||
| UBS PAGE 9 OF 56 | P | 96502 | 96373 | 129 | 129 | ||
| UBS PAGE 22 OF 56 | P | 117411 | 126940 | -9529 | -9529 | ||
| UBS PAGE 24 OF 56 | P | 28321 | 25013 | 3308 | 3308 | ||
| UBS PAGE 40 OF 56 | P | 537785 | 496838 | 40947 | 40947 | ||
| UBS PAGE 41 OF 56 | P | 13536 | 11326 | 2210 | 2210 | ||
| MEDCO HEALTH SOLUTIONS | P | 3024 | 3024 | 3024 | 2012-04-02 | 2012-04-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49149 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2367 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 864558 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2304636 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.375139 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 620698 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1975621 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.314179 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 415823 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1930688 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.215376 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 397794 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 829444 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.479591 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 145930 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 493515 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.295695 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.679980 | TotalDistributionRatio |
| Average Distribution Ratio | 0.335996 | AverageDistributionRatio |
| Net Noncharitable Assets | 2439801 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 819763 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1037 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 820800 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 749557 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2074 | InvestmentIncomeExciseTax |
| Subtotal | 2074 | Subtotal |
| Tax Based On Investment Income | 2074 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3630 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3630 | TotalCreditsAndPayments |
| Overpayment | 1556 | Overpayment |
| Amount Credited To Next Year | 1556 | AmountCreditedToNextYear |
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 | IL | StatesFiledWith |
| States Filed With | MI | 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 - NONE | WebsiteAddress |
| Books In Care Of Person Name | JOAN M MACK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2318656000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY VAN KAMPEN BOYER | ||||||||
| 5440 FARR ROAD | FRUITPORT | MI | 49415 | PRES, DIR | 20.00 | 0 | 0 | 0 |
| FREDERIC JACQUES BOYER | ||||||||
| 5440 FARR ROAD | FRUITPORT | MI | 49415 | SECY, DIR | 10.00 | 0 | 0 | 0 |
| MICHAEL WILLIAM MOLINARI | ||||||||
| 5440 FARR ROAD | FRUITPORT | MI | 49415 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOAN M MACK | ||||||||
| 5440 FARR ROAD | FRUITPORT | MI | 49415 | ADMINISTRATO | 35.00 | 101250 | 14582 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1129837 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27162 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1319956 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2476955 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2476955 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37154 | CashDeemedCharitable |
| Net Noncharitable Assets | 2439801 | NetNoncharitableAssets |
| Minimum Investment Return | 121990 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 121990 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2074 | TaxBasedOnInvestmentIncome |
| Total Tax | 2074 | TotalTax |
| Distributable Amount Before Adj | 119916 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 119916 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 119916 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 749557 | ExpensesAndContributions |
| Qualifying Distributions | 749557 | QualifyingDistributions |
| Adj Qualifying Distributions | 749557 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 119916 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 122222 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 357234 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 321981 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 525737 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 753838 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2081012 | TotalExcessDistriCarryover |
| Qualifying Distributions | 749557 | QualifyingDistributions |
| Applied To Current Year | 119916 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 629641 | RemainingDistriFromCorpus |
| Total Corpus | 2710653 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 122222 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2588431 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 357234 | ExcessFromYear4 |
| Excess From Year3 | 321981 | ExcessFromYear3 |
| Excess From Year2 | 525737 | ExcessFromYear2 |
| Excess From Year1 | 753838 | ExcessFromYear1 |
| Excess From Current Year | 629641 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOAN M MACK | RecipientName |
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 Number | 2318656000 | RecipientPhoneNumber |
| Form And Info And Materials | A PRESCRIBED APPLICATION FORM REQUESTING INFORMATION PERTAINING ONLY TO THE APPLICANT'S CREDENTIALS AND PROJECT GOALS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS FOR FUNDING MAY BE ACCEPTED THROUGHOUT THE YEAR. APPLICATIONS SHALL BE ACKNOWLEDGED AND | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGEWELL SERVICES | |||||||||||
| 560 SEMINOLE RD | MUSKEGON | MI | 49444 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $30,673 | ||||
| BIG BROTHERS BIG SISTERS | |||||||||||
| 1706 CLINTON STRET | MUSKEGON | MI | 49442 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $23,103 | ||||
| BLUEBIRD CANCER RETREATS | |||||||||||
| 917 W SAVIDGE STREET 37 | SPRING LAKE | MI | 49456 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $3,765 | ||||
| BRIDGE TO LIFE MINISTRIES | |||||||||||
| 17194 VAN WAGONER RD | SPRING LAKE | MI | 49456 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $11,242 | ||||
| DRESSAGE 4 KIDS | |||||||||||
| 25 LAKE DRIVE | BEDFORD | NY | 10506 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $121,275 | ||||
| FATHER JACK FOUNDATION | |||||||||||
| 525 S LAKE ST | WHITEHALL | MI | 49461 | N/A - NONE | TAX-EXEMPT | EMERGENCY ASSISTANCE PROGRAMS | $13,004 | ||||
| FIDELITY CHARITABLE GIFT | |||||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | N/A - NONE | TAX-EXEMPT | INDEPENDENT PUBLIC CHARITY | $125,000 | ||||
| GREATER MUSKEGON WOMAN'S CLUB | |||||||||||
| 280 W WEBSTER AVE | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $20,164 | ||||
| LOVE INC | |||||||||||
| 2735 EAST APPLE AVE | MUSKEGON | MI | 49444 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $20,844 | ||||
| MICHIGAN HORSE WELFARE | |||||||||||
| 5859 W SAGINAW HWY 273 | LANSING | MI | 48917 | N/A - NONE | TAX-EXEMPT | ANIMAL WELFARE PROGRAMS | $10,000 | ||||
| MUSKEGON CHAMBER OF COMMERCE | |||||||||||
| 380 W WESTERN STE 202 | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $25,423 | ||||
| MUSKEGON CHILD ABUSE COUNCIL | |||||||||||
| 1781 PECK STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $50,190 | ||||
| MUSKEGON MUSEUM OF ART | |||||||||||
| 296 W WEBSTER | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $17,622 | ||||
| PARA-EQUESTRIAN | |||||||||||
| N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $2,241 | 100-308 LEGGET DRIVE | OTTAWA | ON | CA | ||||
| READ MUSKEGON | |||||||||||
| PO BOX 1312 | MUSKEGON | MI | 49443 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $36,899 | ||||
| SISTER CITIES INTERNATIONAL | |||||||||||
| 915 15TH STREET NW 4TH F | WASHINGTON | DC | 20005 | N/A - NONE | TAX-EXEMPT | CULTURAL & EDUCATIONAL PROGRAMS | $18,159 | ||||
| UNITED STATES EQUESTRIAN | |||||||||||
| 4047 IRON WORKS PKWY | LEXINGTON | KY | 40511 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $118,667 | ||||
| UNITED WAY | |||||||||||
| 31 27 E CLAY | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $25,532 | ||||
| US PRE ASSOCIATION | |||||||||||
| 11360 FORTUNE CIRCLE | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $64,487 | ||||
| VENCERAMOS THERAPEUTIC RI | |||||||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $10,000 | ||||
| WOMEN WHO CARE | |||||||||||
| 1415 ROOD POINT RD | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | PHILANTHROPIC PROGRAMS | $1,267 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 749557 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $53,067 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $21,628 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $2,027 | ExclusionAmount |
| Related Or Exempt Function Income | 47122 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,722 | ExclusionAmount |
| Related Or Exempt Function Income | 47122 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123844 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JUDITH VAN KAMPEN TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $3,344 | Amount |
| Net Investment Income | 3343 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| KIMBERLY VAN KAMPEN BOYER |
| FREDERIC JACQUES BOYER |
| MICHAEL WILLIAM MOLINARI |
| JOAN M MACK |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS UBS | 288008 | 316674 |
| MUTUAL FUNDS UBS | 198879 | 206319 |
| CORPORATE BONDS WELLS FARGO | ||
| MUTUAL FUNDS WELLS FARGO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCK UBS | 330486 | 370694 |
| MUTUAL FUNDS UBS | 63345 | 70365 |
| CLOSED END FUNDS UBS | 5463 | 7453 |
| MUTUAL FUNDS UBS | 9752 | 9837 |
| MUTUAL FUNDS UBS | 30939 | 34410 |
| MUTUAL FUNDS UBS | 82137 | 82734 |
| CORPORATE STOCKS WELLS FARGO | ||
| MUTUAL FUNDS WELLS FARGO | ||
| PREFERRED STOCK UBS | 6517 | 6425 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $32,031 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | 15320 | 15320 |
| OFFICE SUPPLIES | 1507 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| PAYROLL PROCESSING FEES | $875 |
| CONSULTING FEES | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | $1,000 | 1000 |
| SECRETARY OF STATE TAX FEES | $15 | 15 |
| PAYROLL TAXES | $7,746 |