VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- VAN KAMPEN BOYER MOLINARI CHARITABLE FOUNDATION (EIN 20-1190854)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201122249349100412
- 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
- Compensation Explanation
- Employee Compensation Expln
- 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 | 2011-08-12T13:10:51-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 13285 SOUTHFIELDS ROAD | AddressLine1 |
| City | WELLINGTON | City |
| State | FL | State |
| ZIP Code | 33414 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY VAN KAMPEN BOYER | Name |
| Title | PRESIDENT | Title |
| Phone | 5617072337 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH W KIMMERLING CPA | Name |
| Phone | 7084478399 | Phone |
| Date Prepared | 2011-08-12 | DatePrepared |
| 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 | 2429445 | 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 | 1417 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1417 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 139466 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 139466 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 71858 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 795369 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 71858 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1212741 | TotalRevenueAndExpenses |
| Total Net Investment Income | 212741 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 60500 | OthEmplSlrsWgsRevAndExpnss |
| Pension Empl Bnft Rev And Expnss | 5051 | PensionEmplBnftRevAndExpnss |
| Legal Fees Rev And Expnss | 3344 | LegalFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 1526 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 5717 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5717 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 4435 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 16048 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16048 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 96621 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21765 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 620698 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 620698 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 717319 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21765 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 620698 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 495422 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 190976 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1716332 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 728050 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 817241 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOY | 812312 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 896377 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 671392 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 715827 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1716332 | TotalAssetsBOY |
| Total Assets EOY | 2211754 | TotalAssetsEOY |
| Total Assets EOYFMV | 2429445 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1716332 | UnrestrictedBOY |
| Unrestricted EOY | 2211754 | UnrestrictedEOY |
| Total Net Assets BOY | 1716332 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2211754 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1716332 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2211754 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1716332 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 495422 | ExcessOfRevenueOverExpenses |
| Subtotal | 2211754 | Subtotal |
| Total Net Assets Fund Balances EOY | 2211754 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| UBS SUMMARY PAGE 5 OF 6 | P | 239611 | 235705 | 3906 | 3906 | ||
| UBS SUMMARY PAGE 6 OF 6 | P | 487410 | 418729 | 68681 | 68681 | ||
| FIFTH THIRD SUMMARY PAGE 41 OF 42 | P | 66848 | 69077 | -2229 | -2229 | ||
| PEPCO HOLDINGS BOND | P | 1500 | 1500 | 1500 | 2009-04-20 | 2010-07-02 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 71858 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1677 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 415823 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1930688 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.215376 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 397794 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 829444 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.479591 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 145930 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 493515 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.295695 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203292 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 524135 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.387862 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142617 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 251792 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.566408 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.944932 | TotalDistributionRatio |
| Average Distribution Ratio | 0.388986 | AverageDistributionRatio |
| Net Noncharitable Assets | 1975621 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 768489 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1910 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 770399 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 620698 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3820 | InvestmentIncomeExciseTax |
| Subtotal | 3820 | Subtotal |
| Tax Based On Investment Income | 3820 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3700 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3700 | TotalCreditsAndPayments |
| Tax Due | 120 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | FL | 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 | KIMBERLY VAN KAMPEN BOYER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5617072337 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13285 SOUTHFIELDS ROAD | AddressLine1 |
| City | WELLINGTON | City |
| State | FL | State |
| ZIP Code | 33414 | 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 (3 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 | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | PRES, DIR | 20.00 | 0 | 0 | 0 |
| FREDERIC JACQUES BOYER | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | SECY, DIR | 10.00 | 0 | 0 | 0 |
| MICHAEL WILLIAM MOLINARI | ||||||||
| 13285 SOUTHFIELDS ROAD | WELLINGTON | FL | 33414 | DIRECTOR | 0.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOAN M MACK | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 BRUCKER ST | AddressLine1 |
| City | GRAND HAVEN | City |
| State | MI | State |
| ZIP Code | 49417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | Title |
| Average Hours Per Week | 35.00 | AverageHoursPerWeek |
| Compensation | 60500 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 806102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1199605 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2005707 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2005707 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30086 | CashDeemedCharitable |
| Net Noncharitable Assets | 1975621 | NetNoncharitableAssets |
| Minimum Investment Return | 98781 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 98781 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3820 | TaxBasedOnInvestmentIncome |
| Total Tax | 3820 | TotalTax |
| Distributable Amount Before Adj | 94961 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 94961 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 94961 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 620698 | ExpensesAndContributions |
| Qualifying Distributions | 620698 | QualifyingDistributions |
| Adj Qualifying Distributions | 620698 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 94961 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 142617 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 203292 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 122222 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 357234 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 321981 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1147346 | TotalExcessDistriCarryover |
| Qualifying Distributions | 620698 | QualifyingDistributions |
| Applied To Current Year | 94961 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 525737 | RemainingDistriFromCorpus |
| Total Corpus | 1673083 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 142617 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1530466 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 203292 | ExcessFromYear4 |
| Excess From Year3 | 122222 | ExcessFromYear3 |
| Excess From Year2 | 357234 | ExcessFromYear2 |
| Excess From Year1 | 321981 | ExcessFromYear1 |
| Excess From Current Year | 525737 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KIMBERLY VAN KAMPEN BOYER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13285 SOUTHFIELDS ROAD | AddressLine1 |
| City | WELLINGTON | City |
| State | FL | State |
| ZIP Code | 33414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5617072337 | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | N/A - NONE | TAX-EXEMPT | EMERGENCY RESPONSE PROGRAMS | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1706 CLINTON STREET | MUSKEGON | MI | 49442 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $31,620 | |
| CATHOLIC CHARITIES | ||||||||
| 1095 THIRD STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $35,774 | |
| CHARLIE WEAVER BENEFIT TR | ||||||||
| 65 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING & SUPPORT PROGRA | $5,000 | 22ND FLOOR |
| COURTNEY KING-DYE MEDICAL | ||||||||
| 62170 MT VERNON | WASHINGTON | MI | 48094 | N/A - NONE | TAX-EXEMPT | MEDICAL TREATMENT | $12,894 | |
| DRESSAGE KIDS | ||||||||
| 890 MOUNTAIN ROAD | CHESHIRE | CT | 06410 | N/A - NONE | TAX-EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $61,521 | |
| EQUESTRIAN AID FOUNDATION | ||||||||
| 11924 W FOREST HILL BLVD | WELLINGTON | FL | 33414 | N/A - NONE | TAX-EXEMPT | MEDICAL TREATMENT | $10,000 | SUITE 22-377 |
| EVERY WOMEN'S PLACE | ||||||||
| 1221 W LAKETON | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $29,135 | |
| FIDELITY CHARITABLE GIFT | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | N/A - NONE | TAX-EXEMPT | INDEPENDENT PUBLIC CHARITY | $5,000 | |
| HORSE SPORTS BY THE BAY | ||||||||
| 801 S GARFIELD AVE 317 | TRAVERSE CITY | MI | 49686 | N/A - NONE | HORSE SHOW OPER & PROMO GRANT | $30,000 | ||
| LOVE INC | ||||||||
| 2735 EAST APPLE AVE | MUSKEGON | MI | 49444 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $24,361 | |
| MEDAL EQUESTRIAN FOUNDATI | ||||||||
| 62170 MT VERNON | WASHINGTON | MI | 48094 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $20,000 | |
| MICHIGAN DUNES MONTESSORI | ||||||||
| 5248 HENRY STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $24,870 | |
| MUSKEGON MUSEUM OF ART | ||||||||
| 296 W WEBSTER AVE | MUSKEGON | MI | 49440 | N/A - NONE | TAX-EXEMPT | ART MUSEUM PROGRAMS | $32,500 | |
| RED BRA SOCIETY | ||||||||
| 11710 W MAIN STREET | MUSKEGON | MI | 49441 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $15,351 | |
| UNITED STATES EQUESTRIAN | ||||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 079349955 | N/A - NONE | TAX-EXEMPT | EQUESTRIAN TRAINING AND SUPPORT PROG | $156,921 | |
| UNITED WAY | ||||||||
| 313 W WEBSTER | MUSKEGON | MI | 49443 | N/A - NONE | TAX-EXEMPT | COMMUNITY DEVELOPMENT PROGRAMS | $45,940 | |
| US PURE SPANISH HORSE ASS | ||||||||
| 5440 E FARR ROAD | FRUITPORT | MI | 49415 | N/A - NONE | TAX-EXEMPT | EDUCATIONAL PROGRAMS | $40,011 | |
| VENCERAMOS THERAPEUTIC RI | ||||||||
| 13300 6TH COURT NORTH | LOXAHATCHEE | FL | 33470 | N/A - NONE | TAX-EXEMPT | DISABLED SERVICES PROGRAMS | $29,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 620698 | 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 | $1,417 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $139,466 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 71858 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140,883 | ExclusionAmount |
| Related Or Exempt Function Income | 71858 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 212741 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| KIMBERLY VAN KAMPEN BOYER |
| FREDERIC JACQUES BOYER |
| MICHAEL WILLIAM MOLINARI |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | JOAN M MACK | EmployeeName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS UBS SUMMARY PAGE 68 | 305302 | 341295 |
| MUTUAL FUNDS UBS SUMMARY PAGE 70 | 188617 | 193960 |
| FIXED INCOME FIFTH THIRD SUMMARY P 3 | 177473 | 180572 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCK UBS SUMMARY PAGE 65 | 398289 | 452107 |
| MUTUAL FUNDS UBS SUMMARY PAGE 66 | 68700 | 76745 |
| MUTUAL FUNDS UBS SUMMARY PAGE 71 | 117845 | 118768 |
| CLOSED END FUNDS UBS SUMMARY PAGE 72 | 7602 | 8878 |
| MUTUAL FUNDS UBS SUMMARY PAGE 72 | 10701 | 13194 |
| MUTUAL FUNDS UBS SUMMARY PAGE 73 | 39392 | 44185 |
| CORPORATE STOCK FIFTH THIRD PAGE 5 | 107554 | 116685 |
| MUTUAL FUNDS FIFTH THIRD PAGE 5 | 43000 | 45034 |
| MUTUAL FUNDS FIFTH THIRD PAGE 6 | 19229 | 20781 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $3,344 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | 16048 | 16048 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL PROCESSING FEES | Category |
| Amount | $1,526 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | $5,589 | 5589 |
| SECRETARY OF TAX FEES | $128 | 128 |