CHRISTIAN W KONSTANZER ENDOWMENT FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN W KONSTANZER ENDOWMENT FUND (EIN 41-2046188)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-14
IRS object ID
202302269349100645
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-14T17:27:41-07:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412046188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Christian W Konstanzer Foundation Kiwanis Club of Mount ClemensBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone5862390490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 Crocker BoulevardAddressLine1Txt
CityMount ClemensCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAndrea I KruegerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5862390490PhoneNum
Signature2023-02-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAndreaPersonFirstNm
Person LastKruegerPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$179,563FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,659DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$6,704TotalRevAndExpnssAmt
Total Net Invst Incm$6,704TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$178TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,489ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,489ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,673TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,489TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,031ExcessRevenueOverExpensesAmt
Net Investment Income$6,704NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,223SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,656SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,656SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$76,166USGovernmentObligationsBOYAmt
US Government Obligations EOY$76,245USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$61,132USGovtObligationsEOYFMVAmt
Corporate Stock BOY$21,719CorporateStockBOYAmt
Corporate Stock EOY$21,719CorporateStockEOYAmt
Corporate Stock EOYFMV$21,201CorporateStockEOYFMVAmt
Corporate Bonds BOY$97,438CorporateBondsBOYAmt
Corporate Bonds EOY$97,457CorporateBondsEOYAmt
Corporate Bonds EOYFMV$82,574CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$206,546TotalAssetsBOYAmt
Total Assets EOY$210,077TotalAssetsEOYAmt
Total Assets EOYFMV$179,563TotalAssetsEOYFMVAmt
Accounts Payable BOY$500AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$206,046NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$210,077NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$206,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$210,077TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$206,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$210,077TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$206,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,031ExcessRevenueOverExpensesAmt
Subtotal$210,077SubtotalAmt
Tot Net Ast Or Fund Balances EOY$210,077TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$93InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$93SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$93ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$93TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAndrea KruegerIndividualWithBooksNm
Phone5862390490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 Crocker BlvdAddressLine1Txt
CityMount ClemensCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22019UndistributedIncomePY2Yr
Undistributed Income PY32020UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jill Johnson
60 Crocker BlvdMount ClemensMI48043Trustee0.00$0$0$0
Andrea Krueger
60 Crocker BlvdMount ClemensMI48043Trustee4.00$0$0$0
Phil Gilchrist
60 Crocker BlvdMount ClemensMI48043Trustee0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$184,984AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$196,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$196,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$193,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$93TotalTaxAmt
Distributable Before Adj$9,599DistributableBeforeAdjAmt
Distributable Before Ded$9,599DistributableBeforeDedAmt
Distributable As Adjusted$9,599DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,489ExpensesAndContributionsAmt
Qualifying Distributions$2,489QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,599DistributableAsAdjustedAmt
Undistributed Income PY$10,017UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22019PriorYear2Yr
Total For Prior Years$17,110TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,489QualifyingDistributionsAmt
Applied To Year1$2,489AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$17,110PriorYearUndistributedIncmAmt
Taxable1$17,110Taxable1Amt
Taxable2$7,528Taxable2Amt
Undistributed Income CY$9,599UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKiwanis Konstanzer Trustees co KiwaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line160 Crocker BlvdAddressLine1Txt
CityMount ClemensCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5862390490RecipientPhoneNum
Form And Info And MaterialsCopy of application attachedFormAndInfoAndMaterialsTxt
Submission DeadlinesNo deadline.SubmissionDeadlinesTxt
Restrictions On AwardsLimited to hearing impaired assistance for persons in financial need.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
Mount Clemens Kiwanis Club Foundation
60 Crocker BoulevardMount ClemensMI48043PCKiwanis Charities$2,327
HealthDrive Audiology Group
PO Box 22010New YorkNY100872010IHearing ImpairedAssistance$162obo Concetta GrossiNo relation
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,489TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,659RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,704RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,704TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3, 4,LineNumberTxt
Relationship StatementAssets were managed to optimize ROI and maximize income for gifting.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Franklin Income A - Debt instrument alloc$12,238$12,136
Franklin Income C - Debt instruments alloc$1,196$1,221
Templeton Global A$7,573$4,899
Templeton Global C$8,342$5,593
Lord Abbett Short Dur C - Debt instruments alloc$26,461$23,535
MFS Diversified Inc C - Debt instruments alloc$13,768$12,882
PIMCO Total Return A - Debt instruments alloc$15,412$11,715
PIMCO Total Return C - Debt instruments alloc$12,467$10,593

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Franklin Income A - Equity allocation$10,799$10,787
Franklin Income C - Equilty allocation$1,056$1,085
MFS Diversified Inc C - Equity allocation$9,864$9,329

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$76,245USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$61,132USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLate Int & PenDesc
Revenue And Expenses Per Books$6RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNII TaxCategoryTxt
Amt$178Amt

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