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VAN AKEN FAM FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
VAN AKEN FAM FOUNDATION TR (EIN 13-7210757)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201631319349100708
Schema version
2015v2.1
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)
Return2016-05-10T06:42:09-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIBSONMAYER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 OXFORD VALLEY ROAD SUITE 1202AAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137210757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Van Aken Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVANABusinessNameControlTxt
Phone2157410300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Town Center DriveAddressLine1Txt
CityLanghorneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19047ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDALE VAN AKENPersonNm
Person TitleEXECUTIVE TRUSTEEPersonTitleTxt
Phone2157410300PhoneNum
Signature2016-05-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN P MAYER CPAPreparerPersonNm
Phone2153693300PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$828,378FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,457DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,457DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,467TotalRevAndExpnssAmt
Total Net Invst Incm$48,467TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$675AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,624TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$770OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,219TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,452ExcessRevenueOverExpensesAmt
Net Investment Income$48,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,772SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,410SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,410SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$924,089OtherInvestmentsBOYAmt
Other Investments EOY$930,999OtherInvestmentsEOYAmt
Other Investments EOYFMV$807,968OtherInvestmentsEOYFMVAmt
Total Assets BOY$952,861TotalAssetsBOYAmt
Total Assets EOY$951,409TotalAssetsEOYAmt
Total Assets EOYFMV$828,378TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$952,861UnrestrictedBOYAmt
Unrestricted EOY$951,409UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$952,861TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$951,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$952,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$951,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$952,861TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,452ExcessRevenueOverExpensesAmt
Subtotal$951,409SubtotalAmt
Tot Net Ast Or Fund Balances EOY$951,409TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,540AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$961,316NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048413DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,520AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$950,227NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047904DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,115AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$915,923NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048165DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$902,892NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038764DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,685AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$749,644NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042267DistributionYr5Rt
Total Distribution0.225513TotalDistributionRt
Average Distribution0.045103AverageDistributionRt
Net Vl Noncharitable Assets$893,273NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,289AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$485NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,774AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$485InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$485SubtotalAmt
Tax Based On Investment Income$485TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,600OriginalReturnOverpaymentAmt
Overpayment$1,115OverpaymentAmt
Applied To ES Tax$1,115AppliedToESTaxAmt

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 StatePAOrgReportOrRegisterStateCd
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 BooksDALE VAN AKENIndividualWithBooksNm
Phone2158623775PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1886 Town Center DriveAddressLine1Txt
CityLanghorneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19047ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DALE VAN AKEN
886 Town Center DriveLanghornePA19047TRUSTEE0$0$0$0
DEBORAH VAN AKEN
886 Town Center DriveLanghornePA19047TRUSTEE0$0$0$0
KATHERINE VAN AKEN
886 Town Center DriveLanghornePA19047TRUSTEE0$0$0$0
ADAM VAN AKEN
886 Town Center DrivelANGHORNEPA19047TRUSTEE0$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$864,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$906,876TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$906,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,603CashDeemedCharitableAmt
Net Vl Noncharitable Assets$893,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,664MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,664MinimumInvestmentReturnAmt
Tax Based On Investment Income$485TaxBasedOnInvestmentIncomeAmt
Total Tax$485TotalTaxAmt
Distributable Before Adj$44,179DistributableBeforeAdjAmt
Distributable Before Ded$44,179DistributableBeforeDedAmt
Distributable As Adjusted$44,179DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,700ExpensesAndContributionsAmt
Qualifying Distributions$46,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$485PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,215AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,179DistributableAsAdjustedAmt
Undistributed Income PY$45,620UndistributedIncomePYAmt
Qualifying Distributions$46,700QualifyingDistributionsAmt
Applied To Year1$45,620AppliedToYear1Amt
Remaining Distri From Corpus$1,080RemainingDistriFromCorpusAmt
Total Corpus$1,080TotalCorpusAmt
Undistributed Income CY$44,179UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,080ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,080ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDALE VAN AKENContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FAMILY SERVICE ASSOC OF BUCKS COUNTY
4 CORNERSTONE DRIVELANGHORNEPA19047EXEMPTHOMELESS SHELTER$5,000
KBFUS - WELLS INTERNATIONAL
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020EXEMPTUNRESTRICTED$7,000
ST MARY MEDICAL CENTER
LANGHORNE NEWTOWN ROADLANGHORNEPA19047EXEMPTBUILDING PROGRAM$3,500
MERCER STREET FRIENDS
151 MERCER STREETTRENTONNJ08611EXEMPTFOOD SERVICES$8,000
PLANT A SEED FOUNDATION
301 OXFORD VALLEY RDYARDLEYPA19067EXEMPTUNRESRICTED$500
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148EXEMPTUNRESTRICTED$2,500
NEIGHBORHOOD OUTREACH FOUNDATION
POBOX 159WASHINGTON CROSSINGPA18977EXEMPTUNRESTRICTED$0
PHILA RONALD MCDONALD HOUSE
3925 CHESTNUT STREETPHILADELPHIAPA19104EXEMPTSHELTER$5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138EXEMPTUNRESTRICTED$4,000
NCSE
PO BOX 9477BERKLEYCA94709EXEMPTUNRESTRICTED$1,500
ANCHOR HOUSE
482 CENTRE STREETTRENTONNJ08611EXEMPTUNRESTRICTED$500
WELCOMING THE STRANGER
POBOX 1156LANGHORNEPA19047EXEMPTUNRESTRICTED$1,200
MUSICOPIA
2001 MARKET STREETPHILADELPHIAPA19103EXEMPTUNRESTRICTED$5,000
KENCREST CENTERS
502 W GERMANTOWN PIKEPLYMOUTH MEETINGPA19462EXEMPTUNRESTRICTED$0
TRENTON AREA SOUP KITCHEN
72 1/2 ESCHER STREETTRENTONNJ08609EXEMPTUNRESTRICTED$2,000
Yardkey United Methodist Church
300 Yardley Langhorne RoadMorrisvillePA19067EXEMPTUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,457ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,467ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,467TotalIncomeProducingActyAmt

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)
CategoryGIBSONMAYER LLC PREPARE RETURNCategoryTxt
Amt$675Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCLOSED END & EXCHANGE TRADED FUNDSCategoryOrItemTxt
Book Value$930,999BookValueAmt
EOYFMV$807,968EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOther deductionsDesc
Revenue And Expenses Per Books$770RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS INVESTMENT FEESCategoryTxt
Amt$150Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed excise tax paid$1,200
Foreign taxes paid$424

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