VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-25
- IRS object ID
- 201201779349100350
- Schema version
- 2011v1.2
- 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
- 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 | 2012-06-25T08:15:23-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH W KIMMERLING CPA | Name |
| Phone | 7084478399 | Phone |
| Date Prepared | 2012-06-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2467708 | 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 | 1455 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1455 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 183565 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 183565 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 72998 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1017514 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 72998 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1258018 | TotalRevenueAndExpenses |
| Total Net Investment Income | 258018 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 94333 | CompOfcrDirTrstRevAndExpnss |
| Pension Empl Bnft Rev And Expnss | 16919 | PensionEmplBnftRevAndExpnss |
| Legal Fees Rev And Expnss | 22382 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 6778 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6778 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 3840 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 12057 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4767 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 10655 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 23863 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20855 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 190827 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32400 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 866814 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 866814 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1057641 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32400 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 866814 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 200377 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 225618 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 728050 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30480 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30480 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 812312 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 716970 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 732468 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 671392 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 414681 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 422294 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans EOY | 1250000 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 1282466 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 2211754 | TotalAssetsBOY |
| Total Assets EOY | 2412131 | TotalAssetsEOY |
| Total Assets EOYFMV | 2467708 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2211754 | UnrestrictedBOY |
| Unrestricted EOY | 2412131 | UnrestrictedEOY |
| Total Net Assets BOY | 2211754 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2412131 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2211754 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2412131 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2211754 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 200377 | ExcessOfRevenueOverExpenses |
| Subtotal | 2412131 | Subtotal |
| Total Net Assets Fund Balances EOY | 2412131 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK PAGE 6 OF 16 | P | 21228 | 21207 | 21 | 21 | ||
| UBS PAGE 12 OF 22 | P | 351680 | 337686 | 13994 | 13994 | ||
| UBS PAGE 22 OF 22 | P | 541874 | 487152 | 54722 | 54722 | ||
| CENTURYLINK INC | P | 2327 | 2083 | 244 | 244 | 2011-07-13 | |
| EMERSON ELECTRIC CO | P | 4277 | 5386 | -1109 | -1109 | 2011-10-05 | 2011-05-18 |
| FHLMC NOTE | P | 26698 | 25275 | 1423 | 1423 | 2011-10-05 | 2010-01-07 |
| FHLMC NOTE | P | 26092 | 25354 | 738 | 738 | 2011-10-05 | 2009-01-08 |
| FNMA NOTE | P | 26655 | 25603 | 1052 | 1052 | 2011-10-05 | 2009-08-14 |
| MARVEL TECHNOLOGY GROUP | P | 2225 | 3003 | -778 | -778 | 2011-10-05 | |
| PIMCO FDS ALL ASSET ALL AUTH | P | 1000 | 1005 | -5 | -5 | 2011-10-19 | |
| SPDR GOLD TRUST | P | 7058 | 4537 | 2521 | 2521 | 2011-10-05 | |
| SPDR GOLD TRUST | P | 22 | 22 | 2011-10-05 | |||
| STATE STR CORP | P | 1606 | 2203 | -597 | -597 | 2011-10-05 | 2011-06-22 |
| T ROWE PRICE NEW ERA FUND | P | 2873 | 4000 | -1127 | -1127 | 2011-10-05 | 2011-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 72998 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 12906 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 620698 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1975621 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.314179 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 415823 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1930688 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.215376 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 397794 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 829444 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.479591 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 145930 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 493515 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.295695 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 203292 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 524135 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.387862 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.692703 | TotalDistributionRatio |
| Average Distribution Ratio | 0.338541 | AverageDistributionRatio |
| Net Noncharitable Assets | 2304636 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 780214 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2256 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 782470 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 866814 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2256 | InvestmentIncomeExciseTax |
| Subtotal | 2256 | Subtotal |
| Tax Based On Investment Income | 2256 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3900 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 5900 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Overpayment | 3630 | Overpayment |
| Amount Credited To Next Year | 3630 | 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 |
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 |
| 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 |
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 | 94333 | 16919 | 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 | 1319234 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 379265 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 641233 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2339732 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2339732 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35096 | CashDeemedCharitable |
| Net Noncharitable Assets | 2304636 | NetNoncharitableAssets |
| Minimum Investment Return | 115232 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 115232 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2256 | TaxBasedOnInvestmentIncome |
| Total Tax | 2256 | TotalTax |
| Distributable Amount Before Adj | 112976 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 112976 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 112976 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 866814 | ExpensesAndContributions |
| Qualifying Distributions | 866814 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2256 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 864558 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 112976 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 203292 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 122222 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 357234 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 321981 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 525737 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1530466 | TotalExcessDistriCarryover |
| Qualifying Distributions | 866814 | QualifyingDistributions |
| Applied To Current Year | 112976 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 753838 | RemainingDistriFromCorpus |
| Total Corpus | 2284304 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 203292 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2081012 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 122222 | ExcessFromYear4 |
| Excess From Year3 | 357234 | ExcessFromYear3 |
| Excess From Year2 | 321981 | ExcessFromYear2 |
| Excess From Year1 | 525737 | ExcessFromYear1 |
| Excess From Current Year | 753838 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||||
| 1706 CLINTON STREET | MUSKEGON | MI | 49442 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $21,190 | |
| BOYS & GIRLS CLUB OF WELLINGTON | ||||||||
| 3401 S SHORE BLVD | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $4,000 | |
| CATHOLIC CHARITIES | ||||||||
| 1095 THIRD STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $17,950 | |
| DRESSAGE 4 KIDS | ||||||||
| 25 LAKE DRIVE | BEDFORD | NY | 10506 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $139,705 | |
| EQUESTRIAN AID FOUNDATION | ||||||||
| 11924 W FOREST HILL BLVD | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | MEDICAL TREATMENT | $49,300 | SUITE 22-377 |
| FIDELITY CHARITABLE GIFT | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | N/A - NONE | TAX-EXEMPT | INDEPENDENT PUBLIC CHARITY | $12,500 | |
| HORSE SPORTS BY THE BAY | ||||||||
| 801 S GARFIELD AVE 317 | TRAVERSE CITY | MI | 49686 | N/A - NONE | HORSE SHOW OPER & PROMO GRANT | $30,760 | ||
| LOVE INC | ||||||||
| 2735 EAST APPLE AVE | MUSKEGON | MI | 49444 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $21,668 | |
| MEDAL EQUESTRIAN FOUNDATION | ||||||||
| 62170 MT VERNON | WASHINGTON | MI | 48094 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $40,000 | |
| MICHIGAN DUNES MONTESSORI | ||||||||
| 5248 HENRY STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $10,836 | |
| MUSKEGON CHAMBER OF COMMERCE | ||||||||
| 380 W WESTERN STE 202 | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $45,923 | |
| MUSKEGON CHILD ABUSE COUNCIL | ||||||||
| 1781 PECK STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $41,154 | |
| MUSKEGON MUSEUM OF ART | ||||||||
| 296 W WEBSTER | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $65,549 | |
| PEOPLE CENTER INC | ||||||||
| 307 E EXCHANGE | SPRING LAKE | MI | 49456 | N/A - NONE | TAX-EXEMPT | COMMUNITY PROGRAMS | $100 | |
| READ MUSKEGON | ||||||||
| PO BOX 1312 | MUSKEGON | MI | 49443 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $31,593 | |
| SISTER CITIES INTERNATIONAL | ||||||||
| 915 15TH STREET NW 4TH F | WASHINGTON | DC | 20005 | N/A - NONE | TAX-EXEMPT | CULTURAL & EDUCATIONAL PROGRAMS | $17,988 | |
| UNITED STATES EQUESTRIAN | ||||||||
| 4047 IRON WORKS PKWY | LEXINGTON | KY | 40511 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $112,780 | |
| UNITED WAY | ||||||||
| 31 27 E CLAY | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $21,780 | |
| US PRE ASSOCIATION | ||||||||
| 11360 FORTUNE CIRCLE | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $70,158 | |
| VENCERAMOS THERAPEUTIC RI | ||||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $79,800 | |
| WINGS OF MERCY | ||||||||
| 100 PINE SOUTH STREET | ZEELAND | MI | 49464 | N/A - NONE | TAX-EXEMPT | EMERGENCY RESPONSE PROGRAMS | $21,800 | |
| WOMEN WHO CARE | ||||||||
| 1415 ROOD POINT RD | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | PHILANTHROPIC PROGRAMS | $10,280 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 866814 | 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 | $1,455 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $183,565 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $1,899 | ExclusionAmount |
| Related Or Exempt Function Income | 71099 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $186,919 | ExclusionAmount |
| Related Or Exempt Function Income | 71099 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 258018 | 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 | $6,778 | Amount |
| Net Investment Income | 6778 | 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 (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS UBS | 201275 | 214799 |
| MUTUAL FUNDS UBS | 133573 | 127461 |
| FIXED INCOME FIFTH THIRD | ||
| CORPORATE BONDS WELLS FARGO | 55715 | 55916 |
| MUTUAL FUNDS WELLS FARGO | 24118 | 24118 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCK UBS | 237744 | 255474 |
| MUTUAL FUNDS UBS | 42147 | 42065 |
| CLOSED END FUNDS UBS | 5189 | 6232 |
| MUTUAL FUNDS UBS | 6903 | 6608 |
| MUTUAL FUNDS UBS | 24634 | 26060 |
| MUTUAL FUNDS UBS | 65462 | 63931 |
| CORPORATE STOCK FIFTH THIRD | ||
| MUTUAL FUNDS FIFTH THIRD | ||
| MUTUAL FUNDS FIFTH THIRD | ||
| CORPORATE STOCKS WELLS FARGO | 143413 | 140622 |
| MUTUAL FUNDS WELLS FARGO | 191478 | 191476 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $22,382 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | 20855 | 20855 |
| OFFICE SUPPLIES | 3008 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| PAYROLL PROCESSING FEES | $1,239 |
| CONSULTING FEES | $2,601 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | $4,340 | 4340 |
| SECRETARY OF STATE TAX FEES | $125 | 125 |
| FOREIGN TAXES | $302 | 302 |
| PAYROLL TAXES | $7,290 |