CHRISTIAN W KONSTANZER ENDOWMENT FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN W KONSTANZER ENDOWMENT FUND (EIN 41-2046188)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-15
IRS object ID
202002289349100200
Schema version
2018v3.1
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)
Return2020-08-15T08:34:32-04:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

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 Begin2018-10-01TaxPeriodBeginDt

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)
PersonPHIL GILCHRISTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5864689700PhoneNum
Signature2020-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle E Bohren CPAPreparerPersonNm
PTINP00751998PTIN
Phone5864694906PhoneNum
Preparation2020-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$202,132FMVAssetsEOYAmt
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$123InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$123InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$123InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,275DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,275DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,275DividendsAdjNetIncmAmt
Gross Sales Price$20,000GrossSalesPriceAmt
Total Rev And Expnss$6,398TotalRevAndExpnssAmt
Total Net Invst Incm$6,398TotalNetInvstIncmAmt
Total Adj Net Incm$6,398TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$500AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8TaxesNetInvstIncmAmt
Taxes Adj Net Incm$8TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$8TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$508TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$508TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$508TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$508TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$508TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$508TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,890ExcessRevenueOverExpensesAmt
Net Investment Income$5,890NetInvestmentIncomeAmt
Adjusted Net Income$5,890AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$193,212USGovernmentObligationsBOYAmt
US Government Obligations EOY$202,132USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$202,132USGovtObligationsEOYFMVAmt
Total Assets BOY$193,212TotalAssetsBOYAmt
Total Assets EOY$202,132TotalAssetsEOYAmt
Total Assets EOYFMV$202,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$193,212UnrestrictedBOYAmt
Unrestricted EOY$202,132UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$193,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$202,132TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$193,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$202,132TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$193,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,890ExcessRevenueOverExpensesAmt
Other Increases$3,030OtherIncreasesAmt
Subtotal$202,132SubtotalAmt
Tot Net Ast Or Fund Balances EOY$202,132TotNetAstOrFundBalancesEOYAmt

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$118InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$118SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Tax Due$118TaxDueAmt

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 BooksJOHN MACARTHURIndividualWithBooksNm
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
JOHN MACARTHUR
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$508ExpensesAndContributionsAmt
Qualifying Distributions$508QualifyingDistributionsAmt
Adjusted Qualifying Distri$508AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$508QualifyingDistributionsAmt
Remaining Distri From Corpus$508RemainingDistriFromCorpusAmt
Total Corpus$508TotalCorpusAmt
Excess Distri Cyov To Next Yr$508ExcessDistriCyovToNextYrAmt
Excess From Current Year$508ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$6,398RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,398RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,398TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$500AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$202,132StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$202,132StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE INVESTMENT INCREASEDesc
Amt$3,030Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt
Adjusted Net Income$8AdjustedNetIncomeAmt
Disbursements Charitable Prps$8DisbursementsCharitablePrpsAmt

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