VANDERPOEL CONSERVATION FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- VANDERPOEL CONSERVATION FOUNDATION (EIN 36-7193086)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-29
- IRS object ID
- 201111199349100016
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-29T16:10:40-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367193086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANDERPOEL CONSERVATION FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | R66266009 / 2620496400 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VAND | NameControl |
| Phone | 4149771210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JPMORGAN CHASE BANKNAPOBOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK L UDOVICH | Name |
| Title | AUTHORIZED OFFICER | Title |
| Phone | 4149771210 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 741297 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30574 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12171 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12154 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -11239 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 174994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 31520 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12168 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5893 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4420 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1473 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 825 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 381 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 237 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7114 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4657 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2313 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12114 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4657 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7313 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 19406 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7511 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1713 | CashBOY |
| Cash EOY | 601 | CashEOY |
| Cash EOYFMV | 601 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 37135 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47468 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47468 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 469707 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 449118 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 493130 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 164499 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 195625 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 200098 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 673054 | TotalAssetsBOY |
| Total Assets EOY | 692812 | TotalAssetsEOY |
| Total Assets EOYFMV | 741297 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 673054 | CapitalStockBOY |
| Capital Stock EOY | 692812 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 673054 | TotalNetAssetsBOY |
| Total Net Assets EOY | 692812 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 673054 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 692812 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 673054 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 19406 | ExcessOfRevenueOverExpenses |
| Other Increases | 477 | OtherIncreases |
| Subtotal | 692937 | Subtotal |
| Other Decreases | 125 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 692812 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 174750 | 186233 | -11483 | -11483 | |
| CAPITAL GAINS DIVIDENDS | 244 | 244 | 244 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -11239 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18313 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 565488 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032384 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2387 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 618457 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.003860 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32906 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 630707 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052173 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32704 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 501719 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065184 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32547 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 436274 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074602 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.228203 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045641 | AverageDistributionRatio |
| Net Noncharitable Assets | 665857 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30390 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 75 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30465 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7313 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 150 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 150 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 150 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Overpayment | 90 | Overpayment |
| Amount Credited To Next Year | 90 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JPMORGAN CHASE BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3127326821 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606032003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JPMORGAN CHASE BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 5893 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 628116 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47881 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 675997 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 675997 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10140 | CashDeemedCharitable |
| Net Noncharitable Assets | 665857 | NetNoncharitableAssets |
| Minimum Investment Return | 33293 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33293 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 150 | TaxBasedOnInvestmentIncome |
| Total Tax | 150 | TotalTax |
| Distributable Amount Before Adj | 33143 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33143 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33143 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7313 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 7313 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7313 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33143 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 7579 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2284 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 9863 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7313 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7313 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9863 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9863 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 15967 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS FOR CONSERVATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST HIGHWAY 22 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | PROGRAM SUPPORT | PurposeOfGrantOrContribution |
| Amount | $5,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,171 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,239 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND - EXCISE TAX | Description |
| Exclusion Code | 01 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $946 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 946 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | WAID VANDERPOEL CHARITABLE LEAD TRU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606032003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30574 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $825 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 825 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS TRUST HIGH YIELD FUND INSTITUTIONAL SHS - 1880 SHS | 13292 | 13724 |
| VANGUARD FIXED INCOME SECS F INTR TRM CP PT (FUND 71) - 1366.677 SHS | 13355 | 13557 |
| ISHARES BARCLAYS TIPS BOND FUND - 186 SHS | 18600 | 19999 |
| EATON VANCE MUT FDS TR FLT RT CL I - 1583.644 SHS | 13889 | 14189 |
| JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 3394.301 SHS | 26485 | 27664 |
| JPM SHORT DURATION BOND FD - SEL FUND 3133 1.36% - 7557.773 SHS | 82683 | 82909 |
| JPM STR INC OPP FD FUND 3844 2.33% - 2371.622 SHS | 27321 | 28056 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 1650.166 SHS | 28075 | 31650 |
| SPDR S&P 500 ETF TRUST - 361 SHS | 43378 | 45396 |
| THORNBURG VALUE FUND FD CL I - 654.947 SHS | 20079 | 22563 |
| ISHARES S&P MIDCAP 400 INDEX FUND - 250 SHS | 18781 | 22673 |
| ISHARES RUSSELL 1000 GROWTH INDEX FUND - 136 SHS | 7847 | 7787 |
| DODGE & COX INTERNATIONAL STOCK - 431.887 SHS | 13543 | 15423 |
| FMI FDS INC LARGE CAP FD - 1392.177 SHS | 19546 | 21732 |
| ARBITRAGE FUNDS - I CL I - 1084.467 SHS | 14178 | 13870 |
| JPM US REAL ESTATE FD - SEL FUND 3037 - 1936.805 SHS | 30525 | 30175 |
| JPM INTREPID AMERICA FD - SEL FUND 1206 - 635.885 SHS | 17112 | 14581 |
| JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1534.839 SHS | 13031 | 16515 |
| JPM TAX AWARE DISCIPLINED EQ - INSTL FUND 1236 - 2097.678 SHS | 32577 | 37297 |
| JPM INTL VALUE FD - SEL FUND 1296 - 1128.625 SHS | 14552 | 15124 |
| JPM ASIA 3 FD - SEL FUND 1134 - 848.008 SHS | 26927 | 32123 |
| VANGUARD MSCI EMERGING MARKETS ETF - 626 SHS | 28068 | 30139 |
| JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 1449.475 SHS | 27197 | 29961 |
| JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 2705.428 SHS | 19290 | 23862 |
| EATON VANCE MUT FDS TR GLOBAL MACRO - I - 2080.081 SHS | 21556 | 21362 |
| SPDR GOLD TRUST - 59 SHS | 6465 | 8184 |
| ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND - 120 SHS | 6524 | 7644 |
| EAGLE SER MID CAP STK I - 585.045 SHS | 12909 | 16405 |
| ARTIO INTERNATIONAL 3 II - I - 1083.19 SHS | 13031 | 13497 |
| THREADNEEDLE ASIA PACIFIC FUND - R5 - 561.56 SHS | 6622 | 7946 |
| JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 467.701 SHS | 7305 | 7221 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CARRYING VALUE/BASIS ADJUSTMENT | Description |
| Amount | $125 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ATTORNEY GENERAL FEES | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL ADJUSTMENT | Description |
| Amount | $477 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED EXCISE TAX - CURRENT YEAR | $144 | 0 | 0 |
| FOREIGN TAX WITHHELD | $237 | 237 | 0 |