H & H VAN KLAVEREN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- H & H VAN KLAVEREN FAMILY FOUNDATION (EIN 56-2296408)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349108675
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T17:18:59-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770000018 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIMBLEBY COLEMAN CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W ROSEBURG AVE | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 953505255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562296408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & H VAN KLAVEREN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | H&HV | BusinessNameControlTxt |
| Phone | 2095954606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6012 WOODLAND AVE | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95358 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VAN KLAVEREN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2095954606 | PhoneNum |
| Signature | 2021-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | VAN KLAVEREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN A MILLER | PreparerPersonNm |
| PTIN | P00295581 | PTIN |
| Phone | 2095274220 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,799,383 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $570,319 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,277 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,401 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,842 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $674,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,993 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $466 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,014 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,363 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $134,755 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $148,984 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $134,755 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $134,755 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $93,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,102 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,695,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,976,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,462,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,028,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,307,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,799,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,028,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,307,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,028,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,307,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,028,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,307,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,028,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,476 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,487,841 | SubtotalAmt |
| Other Decreases | $180,586 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,307,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $945 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $945 | SubtotalAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,109 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,109 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,164 | OverpaymentAmt |
| Applied To ES Tax | $1,164 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | C MARK VAN KLAVEREN | IndividualWithBooksNm |
| Phone | 2095954606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6012 WOODLAND AVE | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BERNICE H VAN KLAVEREN | ||||||||
| 6012 WOODLAND AVE | MODESTO | CA | 95358 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| DAVID VAN KLAVEREN | ||||||||
| 6012 WOODLAND AVE | MODESTO | CA | 95358 | SECRETARY | 000.00 | $0 | $0 | $0 |
| C MARK VAN KLAVEREN | ||||||||
| 6012 WOODLAND AVE | MODESTO | CA | 95358 | TREASURER/DI | 000.00 | $0 | $0 | $0 |
| BRUCE VAN KLAVEREN | ||||||||
| 6012 WOODLAND AVE | MODESTO | CA | 95358 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HENRY VAN KLAVEREN JR | ||||||||
| 6012 WOODLAND AVE | MODESTO | CA | 95358 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,454,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,520,123 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,520,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,482,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $945 | TotalTaxAmt |
| Distributable Before Adj | $123,171 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,171 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $202,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,171 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $106,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,832 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $158,224 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $415,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $494,858 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $494,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,867 | ExcessFromYear4Amt |
| Excess From Year3 | $21,832 | ExcessFromYear3Amt |
| Excess From Year2 | $158,224 | ExcessFromYear2Amt |
| Excess From Year1 | $128,606 | ExcessFromYear1Amt |
| Excess From Current Year | $79,329 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DORDT COLLEGE | ||||||
| 498 4TH AVE NE | SIOIX CENTER | IA | 51250 | EDUCATIONAL | TO FURTHUR ACTIVITY OF ORGANIZATION | $100,000 |
| BETHANY CHRISTIAN SERVICES | ||||||
| 3048 HAHN DR | MODESTO | CA | 95350 | RELIGIOUS | TO FURTHER PURPOSE OF ORGANIZATION | $22,500 |
| COMMUNITY HOSPICE | ||||||
| 4368 SPYRES WAY | MODESTO | CA | 95356 | CHARITABLE | TO FURTHUR PURPOSE OF ORGANIZATION | $2,500 |
| VALLEY CHILDRENS HOSPITAL | ||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $1,500 |
| MISSION INDIA | ||||||
| 1142 44TH ST SE | KENTWOOD | MI | 49508 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $30,000 |
| BACK TO GOD HOUR MINISTRIES | ||||||
| 1700 28TH ST SE | GRAND RAPIDS | MI | 49508 | RELIGIOUS | TO FURTHER PURPOSE OF MINISTRIES | $15,000 |
| KUYPER COLLEGE | ||||||
| 3333 E BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | EDUCATIONAL | TO FURTHER PURPOSE OF EDUCATION | $10,000 |
| LUKE SOCIETY | ||||||
| 3409 S GATEWAY BLVD 1000 | SIOUX FALLS | SD | 57106 | CHARITABLE | TO FURTHER ORGANIZATIONS PURPOSE | $5,000 |
| WORLD RENEW | ||||||
| 1700 28TH ST SE | GRAND RAPID | MI | 49508 | CHARITABLE | TO FURTHER ORGANIZATIONS PURPOSE | $11,500 |
| AGAPE FLIGHT | ||||||
| 100 AIRPORT AVE E | VENICE | FL | 34285 | CHARITABLE | TO FURTHER ORGANIZATIONS PURPOSE | $1,250 |
| ANIMAL COMPASSION TEAM | ||||||
| 2789 S ORANGE AVE | FRESNO | CA | 93725 | CHARITABLE | TO FURTHER ORGANIZATIONS PURPOSE | $1,000 |
| ST JUDE | ||||||
| 262 DANNY THOMAS | MEMPHIS | TN | 38105 | CHARITABLE | TO FURTHER ORGANIZATION'S PURPOSE | $1,000 |
| THE LIGHT HOUSE RECOVERY PROGRAM | ||||||
| 1651 L ST | FRESNO | CA | 93721 | CHARITABLE | TO FURTHER ORGANATIONS PURPOSE | $250 |
| K LOVE | ||||||
| 5700 W OAK BLVD | ROCKLIN | CA | 95765 | CHARITABLE | TO FURTHER CHARITABLE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,703 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST -NOTE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,137 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HENRY VAN KLAVEREN CHARITABLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6012 WOODLAND AVE | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $570,319 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES AND INVESTMENTS | NoncashPropertyDesc |
| Fair Market Value | $563,433 | FairMarketValueAmt |
| Received | 2020-11-30 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 02432 | 2017-07 | PURCHASE | 2020-12 | $13,744 | $8,689 | $5,055 |
| MERRILL LYNCH 04000 | 2016-01 | PURCHASE | 2020-07 | $270,132 | $246,885 | $23,247 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MEYERS SQUIBB | $11,078 | $11,631 |
| CALENERGY CO INC | $13,476 | $14,917 |
| ELI LILLY | $11,792 | $12,752 |
| GOLDMAN SACHS GROUP | $10,619 | $11,226 |
| VERIZON COMMUNICATIONS | $10,278 | $11,786 |
| MORGAN STANLEY SEBORDINATED | $10,307 | $11,790 |
| GOLDMAN SACHS GROUP | ||
| GENERAL ELECTRIC CAP CORP |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (82 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBOTT LABS | AT COST | $4,705 | $12,370 |
| ABBVIE INC | AT COST | $11,845 | $15,858 |
| AIR PRODUCTS | AT COST | $9,740 | $18,579 |
| ALTRIA GROUP | AT COST | $112,631 | $68,060 |
| AMGEN INC | AT COST | $4,583 | $6,208 |
| AMERICAN TOWER | AT COST | $3,490 | $3,591 |
| AT & T | AT COST | $9,746 | $8,628 |
| AUTOMATIC DATA | AT COST | $10,699 | $13,744 |
| BRISTOL-MYERS | AT COST | $17,460 | $17,058 |
| BLACKROCK EQUITY | AT COST | $241,704 | $234,619 |
| BLACKROCK GLOBAL | AT COST | $13 | $13 |
| BLACKROCK INC | AT COST | $9,519 | $18,760 |
| BROADCOM | AT COST | $11,465 | $17,514 |
| CATALENT INC | AT COST | $15,052 | $18,733 |
| C.H. ROBINSON | AT COST | ||
| CISCO SYSTEMS | AT COST | $16,379 | $14,768 |
| CISCO SYSTEMS | AT COST | $4,475 | $4,251 |
| CISCO SYSTEMS | AT COST | $9,409 | $14,812 |
| COMCAST | AT COST | $6,902 | $9,432 |
| COCA COLA | AT COST | $5,019 | $5,484 |
| CHEVRON | AT COST | $13,471 | $9,965 |
| CROWN CASTLE REIT | AT COST | $8,458 | $16,397 |
| EATON CORP | AT COST | $5,388 | $6,608 |
| EVERSOURCE ENERGY | AT COST | $1,981 | $2,336 |
| EMERSON ELEC CO | AT COST | ||
| FIRST EAGLE GLOBAL CLASS | AT COST | $220,847 | $234,792 |
| FIRST EAGLE GOLD FUND | AT COST | $51,057 | $45,251 |
| FIRST TRUST PREFERRED | AT COST | $99,973 | $101,758 |
| GENERAL ELECTRIC | AT COST | ||
| HARTFORD MUT | AT COST | $184,805 | $201,760 |
| HONEYWELL | AT COST | $17,830 | $25,099 |
| HONEYWELL | AT COST | $7,373 | $11,911 |
| HOME DEPOT | AT COST | $9,397 | $21,781 |
| ISHARES IBOXX HIGH YIELD | AT COST | $50,034 | $49,325 |
| ISHARES TIPS | AT COST | $42,872 | $47,869 |
| ILLINOIS TOOL WORKS | AT COST | $5,816 | $9,582 |
| JOHNSON AND JOHNSON | AT COST | $74,838 | $101,982 |
| JP MORGAN CHASE | AT COST | $11,636 | $21,984 |
| JOHNSON AND JOHNSON | AT COST | $2,250 | $3,462 |
| JP MORGAN CHASE | AT COST | ||
| KRAFT | AT COST | ||
| LORD ABBETT SHORT | AT COST | $28,270 | $27,678 |
| LOCKHEED MARTIN CORP | AT COST | $10,468 | $16,684 |
| LYONDELLBASELL INDUSTRIE | AT COST | $1,943 | $2,017 |
| ELI LILLY CO | AT COST | $7,113 | $10,806 |
| MFS VALUE FD | AT COST | $66,421 | $72,670 |
| MICROSOFT CORP | AT COST | $83,972 | $296,931 |
| MERCK AND CO INC | AT COST | $18,682 | $19,387 |
| MONDELEZ INTERNATIONAL INC | AT COST | $13,918 | $15,962 |
| MEDTRONIC PLC SHS | AT COST | $8,773 | $12,651 |
| MARSH & MCLENNAN COS INC | AT COST | $8,468 | $12,402 |
| MCDONALDS CORP | AT COST | $9,985 | $13,304 |
| MICROSOFT CORP | AT COST | $4,727 | $20,685 |
| NEXTERA ENERGY | AT COST | ||
| NEXTERA ENERGY INC | AT COST | $10,623 | $29,934 |
| PROCTOR & GAMBLE | AT COST | $16,543 | $25,741 |
| PROLOGIS INC | AT COST | $8,686 | $9,866 |
| PRUDENTIAL SHORT TERM | AT COST | ||
| PGIM | AT COST | $50,019 | $51,923 |
| PAYCHEX INC | AT COST | $7,364 | $14,443 |
| PNC FINCL SERVICES GROUP | AT COST | $11,186 | $11,324 |
| PHILLIPS 66 | AT COST | $6,055 | $3,847 |
| PEPSICO INC | AT COST | $13,906 | $19,576 |
| PROCTER & GAMBLE CO | AT COST | $7,991 | $9,183 |
| QUALCOMM INC | AT COST | $12,758 | $15,996 |
| REALTY INCM CRP | AT COST | $4,984 | $5,098 |
| SPDR US FINANCIAL | AT COST | $15,982 | $16,302 |
| SEMPRA ENERGY | AT COST | $9,167 | $10,193 |
| STARBUCKS CORP | AT COST | $8,197 | $17,010 |
| WEC ENERGY GROUP INC | AT COST | $6,325 | $11,320 |
| TCW SELECT | AT COST | $80,579 | $97,194 |
| TRUIST FINL CORP | AT COST | $12,637 | $16,344 |
| TEXAS INSTRUMENT | AT COST | $53,213 | $67,293 |
| TEXAS INSTRUMENTS | AT COST | $10,676 | $24,784 |
| RAYTHEON TECHNOLOGIES | AT COST | $15,818 | $16,090 |
| UNITED TECH CORP | AT COST | ||
| UNITED TECH CORP | AT COST | ||
| UNITED TECHS CORP | AT COST | ||
| UNITED PARCEL SVC | AT COST | $2,832 | $2,863 |
| US BANCORP | AT COST | $9,234 | $8,200 |
| VERIZON COMMUNICATIONS | AT COST | $9,575 | $10,693 |
| WAL-MART STORES INC | AT COST | $16,635 | $31,425 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $180,586 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT ACCOUNT FEES | $10,169 |
| MISCELLANEOUS | -$155 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST -NOTE | Desc |
| Revenue And Expenses Per Books | $7,842 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALLEY COMMUNITY CHURCH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $300,000 | LoanOriginalAmt |
| Balance Due | $134,755 | BalanceDueAmt |
| Note | 2004-01 | NoteDt |
| Loan Maturity | 2020-12 | LoanMaturityDt |
| Repayment Terms | DUE THE 10TH DAY OF MONTH | RepaymentTermsTxt |
| Interest | 0.0600 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $2,000 | Amt |