H & H VAN KLAVEREN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- H & H VAN KLAVEREN FAMILY FOUNDATION (EIN 56-2296408)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349103817
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:37:19-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 FOUNDATIO | BusinessNameLine1Txt |
| 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 | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLIVE T GRIMBLEBY | PreparerPersonNm |
| PTIN | P00209714 | PTIN |
| Phone | 2095274220 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.14.93.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 15:37:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05D07A3131CDDABBA912EFB5C7ED3D4ADB5C6C7F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE34DB799DEEE844F0794E8E99F7AB5C0DEA4BD4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,455,395 | 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 | $505,452 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,965 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $47 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$110,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,170,716 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $11,073 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $497,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,565 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,452 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $96 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,269 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,553 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $357,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,429 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $177,448 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $177,448 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $177,448 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds EOY | $117,291 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,266 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,940,110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,941,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,050,252 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,000 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $40,000 | LandEOYAmt |
| Land EOYFMV | $40,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,992,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,350,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,455,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,992,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,350,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,992,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,350,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,992,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,350,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,992,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $357,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,350,119 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,350,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBIVIE INC | D | 2016-07-11 | 2017-05-30 | $15,409 | $14,616 | $793 | $793 |
| DUKE ENERGY | D | 2015-08-26 | 2017-06-21 | $41,169 | $37,138 | $4,031 | $4,031 |
| ABBVIE | D | 2015-08-26 | 2017-05-30 | $80,881 | $76,719 | $4,162 | $4,162 |
| LORD ABBETT SHORT DURATION | D | 2016-01-27 | 2017-05-26 | $270,071 | $270,071 | ||
| AMN ELEC POWER | D | 2016-01-27 | 2017-05-30 | $15,313 | $13,604 | $1,709 | $1,709 |
| PRUDENTIAL SHORT TERM | D | 2016-01-27 | 2017-05-26 | $368,794 | $366,468 | $2,326 | $2,326 |
| AMN ELEC POWER CO | D | 2016-11-03 | 2017-05-30 | $356 | $316 | $40 | $40 |
| THORNBURG INCOME BUILDER | D | 2013-10-11 | 2017-05-26 | $119,893 | $249,000 | -$129,107 | -$129,107 |
| ASTRAZENECA PLC | D | 2016-07-21 | 2017-06-21 | $20,476 | $16,061 | $4,415 | $4,415 |
| ABBOTT LABS | D | 2016-07-07 | 2017-06-21 | $49,009 | $38,655 | $10,354 | $10,354 |
| AT & T | D | 2016-11-03 | 2017-06-21 | $1,335 | $1,493 | -$158 | -$158 |
| AT & T | D | 2016-01-27 | 2017-06-21 | $54,253 | $60,661 | -$6,408 | -$6,408 |
| AUTOMATIC DATA | D | 2016-01-27 | 2017-06-21 | $10,243 | $10,345 | -$102 | -$102 |
| BB & T CORPORATION | D | 2016-10-25 | 2017-06-21 | $6,019 | $6,448 | -$429 | -$429 |
| BB & T CORPORATION | D | 2015-08-26 | 2017-06-21 | $62,933 | $67,417 | -$4,484 | -$4,484 |
| BCE INC | D | 2016-07-11 | 2017-05-30 | $7,187 | $6,867 | $320 | $320 |
| BCE INC | D | 2016-01-27 | 2017-05-30 | $44,796 | $42,802 | $1,994 | $1,994 |
| BLACKROCK CA MUN INC | D | 2011-12-14 | 2017-06-20 | $608 | $642 | -$34 | -$34 |
| BLACKROCK MUNIYLD CA QLT | D | 2012-02-24 | 2017-06-20 | $587 | $619 | -$32 | -$32 |
| DUKE ENERGY | D | 2016-11-03 | 2017-06-21 | $1,384 | $1,249 | $135 | $135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$110,475 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,470 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $364,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.342923 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $180,938 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $139,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $180,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.774975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $307,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162519 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $240,199 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 1.280417 | TotalDistributionRt |
| Average Distribution | 0.426806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,110,558 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $900,799 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $880 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $901,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,760 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,760 | SubtotalAmt |
| Tax Based On Investment Income | $1,760 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $1,762 | TaxDueAmt |
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 |
| 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 | DAVID VAN KLAVEREN | IndividualWithBooksNm |
| Phone | 2095954606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4040 | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95352 | 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 |
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 | ||||||||
| PO BOX 4040 | MODESTO | CA | 95352 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| DAVID VAN KLAVEREN | ||||||||
| PO BOX 4040 | MODESTO | CA | 95352 | SECRETARY | 000.00 | $0 | $0 | $0 |
| C MARK VAN KLAVEREN | ||||||||
| PO BOX 4040 | MODESTO | CA | 95352 | TREASURER/DI | 000.00 | $0 | $0 | $0 |
| BRUCE VAN KLAVEREN | ||||||||
| PO BOX 4040 | MODESTO | CA | 95352 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HENRY VAN KLAVEREN JR | ||||||||
| PO BOX 4040 | MODESTO | CA | 95352 | 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 | $2,008,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,142,698 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,142,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,110,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,760 | TotalTaxAmt |
| Distributable Before Adj | $103,768 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,768 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,768 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $125,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,768 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $34,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $106,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $272,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,832 | RemainingDistriFromCorpusAmt |
| Total Corpus | $294,617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $294,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,874 | ExcessFromYear4Amt |
| Excess From Year3 | $131,044 | ExcessFromYear3Amt |
| Excess From Year1 | $106,867 | ExcessFromYear1Amt |
| Excess From Current Year | $21,832 | 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 | $25,000 |
| BETHANY CHRISTIAN SERVICES | ||||||
| 3048 HAHN DR | MODESTO | CA | 95350 | RELIGIOUS | TO FURTHER PURPOSE OF ORGANIZATION | $20,000 |
| COMMUNITY HOSPICE | ||||||
| 4368 SPYRES WAY | MODESTO | CA | 95356 | TO FURTHUR PURPOSE OF ORGANIZATION | $1,750 | |
| LIVING WATER INTL | ||||||
| 4001 GREENBRIAR DR | STAFFORD | TX | 77477 | TO FURTHER PURPOSE OF ORGANIZATION | $3,000 | |
| PLANT THE SEED MINISTRIES | ||||||
| 2870 PEACHTREE RD NW | ATLANTA | GA | 30305 | RELIGIOUS | TO FURTHER PURPOSE OF MINISTRIES | $1,250 |
| VALLEY CHILDRENS HOSPITAL | ||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $1,000 |
| HEART OF THE HORSE RANCH | ||||||
| 14335 ACADEMY OAKS LN | CLOVIS | CA | 93619 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $2,500 |
| MISSION INDIA | ||||||
| 1142 44TH ST SE | KENTWOOD | MI | 49508 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $15,000 |
| BACK TO GOD HOUR MINISTRIES | ||||||
| 1700 28TH ST SE | GRAND RAPIDS | MI | 49508 | RELIGIOUS | TO FURTHER PURPOSE OF MINISTRIES | $25,000 |
| LUKE SOC | ||||||
| 3409 S GATEWAY BLVD 1000 | SIOUX FALLS | SD | 57106 | TO FURTHER PURPOSE OF ORGANIZATION | $10,000 | |
| PARTNER WORLDWIDE | ||||||
| 6139 TAHOE DR SE | GRAND RAPIDS | MI | 49546 | TO FURTHER PURPOSE OF ORGANIZATION | $10,000 | |
| KUYPER COLLEGE | ||||||
| 3333 E BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | EDUCATIONAL | TO FURTHER PURPOSE OF EDUCATION | $10,000 |
| GIDEON'S INTL | ||||||
| 501 W HARDING WAY | STOCKTON | CA | 95204 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $100 |
| ST JUDES CHILDREN'S RESEARCH | ||||||
| 311 CALIFORNIA ST 650 | SAN FRANCISCO | CA | 94104 | CHARITABLE | TO FURTHER PURPOSE OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,965 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$110,475 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST -NOTE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$11,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $47 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,390 | 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 | ESTATE OF HENRY VAN KLAVEREN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4040 | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $505,452 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | LAND | $40,000 | 2017-01-01 |
| 1 | NOTE | $190,452 | 2017-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,452 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | DONATION | HowAcquiredTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MEYERS SQUIBB | $12,518 | $12,160 |
| CALENERGY CO INC | $15,025 | $14,688 |
| ELI LILLY | $13,109 | $12,827 |
| GENZYME CORP | $10,934 | $10,622 |
| GOLDMAN SACHS GROUP | $11,218 | $10,838 |
| ORACLE CORP | $10,886 | $10,437 |
| VERIZON COMMUNICATIONS | $10,513 | $10,427 |
| GENERAL ELEC CAP CORP | $11,308 | $10,788 |
| MORGAN STANLEY SEBORDINATED | $10,593 | $10,479 |
| GOLDMAN SACHS GROUP | $11,187 | $11,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK CA MUN INC. | AT COST | ||
| BLACKROCK MUNIYLD CA QLT | AT COST | ||
| THORNBURG INCOME BUILDER | AT COST | ||
| THORNBURG INCOME BUILDER | AT COST | ||
| PRUDENTIAL SHORT TERM | AT COST | $124,212 | $123,649 |
| LORD ABBETT SHORT | AT COST | $125,000 | $123,547 |
| ABBOTT LABS | AT COST | ||
| ALTRIA GROUP | AT COST | $112,631 | $118,541 |
| ASTRAZENECA PLC | AT COST | ||
| ABBVIE INC | AT COST | ||
| AT & T | AT COST | ||
| AMN ELEC POWER | AT COST | ||
| AMGEN INC | AT COST | $26,895 | $31,650 |
| AUTOMATIC DATA | AT COST | $17,897 | $20,274 |
| BB&T CORPORATION | AT COST | ||
| BCE INC | AT COST | ||
| DUKE ENERGY CORP NEW | AT COST | ||
| JOHNSON AND JOHNSON | AT COST | $74,838 | $90,539 |
| MICROSOFT CORP | AT COST | $83,972 | $114,196 |
| PHILIP MORRIS INTL | AT COST | $93,473 | $107,657 |
| CVS HEALTH CORP | AT COST | $16,427 | $15,225 |
| EMERSON ELEC CO | AT COST | $16,709 | $19,862 |
| GENERAL ELECTRIC | AT COST | $10,673 | $8,725 |
| PROCTOR & GAMBLE | AT COST | $16,543 | $16,998 |
| QUALCOMM INC | AT COST | $16,908 | $19,206 |
| TEXAS INSTRUMENTS | AT COST | $16,326 | $21,410 |
| 3M COMPANY | AT COST | $16,601 | $18,359 |
| TIFFANY & CO NEW | AT COST | $16,617 | $18,919 |
| UNION PACIFIC CORP | AT COST | $16,685 | $20,786 |
| UNITED TECHS CORP | AT COST | $16,435 | $17,222 |
| WAL-MART STORES INC | AT COST | $16,637 | $21,528 |
| ISHARES TIPS | AT COST | $49,960 | $49,853 |
| ISHARES IBOXX HIGH YIELD | AT COST | $50,034 | $49,302 |
| FIRST TRUST PREFERRED | AT COST | $99,973 | $100,850 |
| FIRST EAGLE GLOBAL CLASS | AT COST | $261,428 | $265,768 |
| HARTFORD MUT | AT COST | $183,888 | $187,432 |
| BLACKROCK GLOBAL | AT COST | $265,450 | $267,282 |
| INVESCO DIVERSIFIED | AT COST | $179,241 | $182,603 |
| AIR PRODUCTS & CHEM | AT COST | $16,498 | $18,869 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND - 69801 RAMON RD | CategoryOrItemTxt |
| Cost Or Other Basis | $40,000 | CostOrOtherBasisAmt |
| Book Value | $40,000 | BookValueAmt |
| EOYFMV | $40,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RV PROPERTY-RAMON RD | ||
| UTILITIES | $388 | $388 |
| PROPERTY TAXES | $316 | $316 |
| MANAGEMENT FEES | $2,849 | $2,849 |
| EXPENSES | ||
| INVESTMENT ACCOUNT FEES | $6,511 | |
| DEPARTMENT OF CHARITABLE REG | $150 | |
| MISCELLANEOUS | $105 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST -NOTE | Desc |
| Revenue And Expenses Per Books | $11,073 | 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 | $177,448 | BalanceDueAmt |
| Note | 2004-01 | NoteDt |
| Loan Maturity | 2019-02 | LoanMaturityDt |
| Repayment Terms | DUE THE 10TH DAY OF MONTH | RepaymentTermsTxt |
| Interest | 0.0600 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | |
| US TREASURY | $96 |