CHRISTIAN W KONSTANZER ENDOWMENT FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN W KONSTANZER ENDOWMENT FUND (EIN 41-2046188)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-16
IRS object ID
202142289349100234
Schema version
2019v5.1
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)
Return2021-08-16T15:52:33-04:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201634427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOHREN ASSOCIATES PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 BELLEVIEW STE 103AddressLine1Txt
CityMOUNT CLEMENSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412046188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN W KONSTANZER FOUNDATION KIWANIS CLUB OFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11430 SOUTH GRATIOTAddressLine1Txt
CityMOUNT CLEMENSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM POTTHOFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5864689700PhoneNum
Signature2021-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle E Bohren CPAPreparerPersonNm
PTINP00751998PTIN
Phone5864694906PhoneNum
Preparation2021-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$200,055FMVAssetsEOYAmt
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$173InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$173InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$173InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,867DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,867DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,867DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$114NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,154TotalRevAndExpnssAmt
Total Net Invst Incm$5,154TotalNetInvstIncmAmt
Total Adj Net Incm$5,040TotalAdjNetIncmAmt
Taxes Rev And Expnss$279TaxesRevAndExpnssAmt
Taxes Net Invst Incm$279TaxesNetInvstIncmAmt
Taxes Adj Net Incm$279TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$279TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$279TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$279TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$279TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,291ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,291ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,570TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$279TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$279TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,570TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,584ExcessRevenueOverExpensesAmt
Net Investment Income$4,875NetInvestmentIncomeAmt
Adjusted Net Income$4,761AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$202,132USGovernmentObligationsBOYAmt
US Government Obligations EOY$200,055USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$200,055USGovtObligationsEOYFMVAmt
Total Assets BOY$202,132TotalAssetsBOYAmt
Total Assets EOY$200,055TotalAssetsEOYAmt
Total Assets EOYFMV$200,055TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$202,132NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$200,055NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$202,132TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$200,055TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$202,132TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$200,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$202,132TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,584ExcessRevenueOverExpensesAmt
Subtotal$204,716SubtotalAmt
Other Decreases$4,661OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$200,055TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERICAN EXPRESS CENTURION CDP2015-12-242019-12-02$20,000$19,886$114$114
WELLS FARGO BK NAP2018-11-262019-12-30$20,000$20,000
STATE BANK OF INDIA CDP2015-12-242019-10-17$5,000$5,000
FieldValueIRS element (for citing)
Capital Gain Net Income$114CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$98InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$98SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Tax Due$98TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksWILLIAM POTTHOFFIndividualWithBooksNm
Phone5864689700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11430 SOUTH GRATIOTAddressLine1Txt
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 PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
1430 SOUTH GRATIOTMOUNT CLEMENSMI48043TRUSTEE2.00$0$0$0
WILLIAM POTTHOFF
1430 SOUTH GRATIOTMOUNT CLEMENSMI48043TRUSTEE2.00$0$0$0
PHIL GILCHRIST
1430 SOUTH GRATIOTMOUNT CLEMENSMI48043TRUSTEE2.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,570ExpensesAndContributionsAmt
Qualifying Distributions$2,570QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,570AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$2,570QualifyingDistributionsAmt
Remaining Distri From Corpus$2,570RemainingDistriFromCorpusAmt
Total Corpus$2,570TotalCorpusAmt
Excess Distri Cyov To Next Yr$2,570ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,570ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonKIWANIS CLUB MT CLEMENS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11430 S GRATIOT AVEAddressLine1Txt
CityMOUNT CLEMENSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48043ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeKIWANIS CHARITIESGrantOrContributionPurposeTxt
Amt$2,291Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,291TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,040RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$114RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,154RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,154TotalIncomeProducingActyAmt

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 Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$200,055StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$200,055StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE INVESTMENT DECLINEDesc
Amt$4,661Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$279Amt
Net Investment Income$279NetInvestmentIncomeAmt
Adjusted Net Income$279AdjustedNetIncomeAmt
Disbursements Charitable Prps$279DisbursementsCharitablePrpsAmt

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