JOHN DYKEMA AND MICHELE MALY-DYKEMA FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DYKEMA AND MICHELE MALY-DYKEMA FAMILY FOUNDATION (EIN 26-1369140)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-29
- IRS object ID
- 202631809349101108
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T13:56:31-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383639555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YFF & SCHOLMA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DRIVE NE - SUITE 210 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261369140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN DYKEMA & MICHELE MALY- | BusinessNameLine1Txt |
| Business Name Line2 | DYKEMA FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6167800000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 BUENA VISTA | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN E DYKEMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6167800000 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L YFF CPA | PreparerPersonNm |
| PTIN | P01372914 | PTIN |
| Phone | 6169426530 | PhoneNum |
| Preparation | 2026-06-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,184,103 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,477 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $789,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,511 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $538,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,136 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,645 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,097 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,313 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,313 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,432 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $234,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,941 | CashBOYAmt |
| Cash EOY | $53,091 | CashEOYAmt |
| Cash EOYFMV | $53,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,321 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,504,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,784,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,872,793 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $754,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $744,759 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $763,196 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $328,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $299,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $399,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,743,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,976,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,184,103 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $3,219 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $57,319 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $3,219 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,319 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $55,000 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $4,685,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,919,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,740,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,919,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,743,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,976,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,740,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $234,117 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,974,578 | SubtotalAmt |
| Other Decreases | $55,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,919,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,662 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,289 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,289 | SubtotalAmt |
| Tax Based On Investment Income | $3,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,890 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,890 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,601 | OverpaymentAmt |
| Applied To ES Tax | $3,601 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | MI | 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 | JOHN E DYKEMA | IndividualWithBooksNm |
| Phone | 6167800000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 BUENA VISTA | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2018 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E DYKEMA | ||||||||
| 423 BUENA VISTA | SPRING LAKE | MI | 49456 | PRESIDENT | 16.00 | $0 | $0 | $0 |
| MICHELE MALY-DYKEMA | ||||||||
| 423 BUENA VISTA | SPRING LAKE | MI | 49546 | TREASURER | 4.00 | $0 | $0 | $0 |
| ADAM DYKEMA | ||||||||
| 1800 S HANOVER ST | BALTIMORE | MD | 21230 | VP HEALTH | 2.00 | $0 | $0 | $0 |
| ALEX DYKEMA | ||||||||
| 630 N STATE ST | CHICAGO | IL | 60654 | VP ENVIRONME | 2.00 | $0 | $0 | $0 |
| GABRIELLE DYKEMA | ||||||||
| 630 N STATE ST | CHICAGO | IL | 60654 | VP CHILDREN | 2.00 | $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 | $5,503,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $264,121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,039,503 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,039,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,948,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,289 | TotalTaxAmt |
| Distributable Before Adj | $294,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $294,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $268,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,512 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Total For Prior Years | $3,952 | TotalForPriorYearsAmt |
| Qualifying Distributions | $268,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,512 | AppliedToYear1Amt |
| Applied To Current Year | $259,288 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $3,952 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $3,952 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $34,869 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | ||||||||
| 150 N MICHIGAN AVE STE 7 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BEAR NECESSITIES | ||||||||
| 55 W WACKER DR 1100 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOYS & GIRLS CLUB OF GR | ||||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL SUPPORT | $4,720 | |
| CAPUCHIN SOUP KITCHEN | ||||||||
| PO BOX 772091 | DETROIT | MI | 48277 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||||
| 319 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CHARITIES WEST MICHIGAN | ||||||||
| 40 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO COALITION FOR HOMELESSNESS | ||||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COREWELL HEALTH FOUNDATION | ||||||||
| 25 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COUNCIL OF MICHIGAN FOUNDATION | ||||||||
| 3101 EAST GRAND BLVD | DETROIT | MI | 48202 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVE STE 510 | NEW YORK CITY | NY | 10017 | NONE | PC | GENERAL SUPPORT | $4,880 | |
| DA BLODGETT - ST JOHNS | ||||||||
| 2355 KNAPP ST NE | GRAND RAPIDS | MI | 49505 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DEGAGE MINISTRIES | ||||||||
| 144 S DIVISION AVE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DETROIT PUBLIC SAFETY FDN | ||||||||
| 1301 3RD AVE | DETROIT | MI | 48226 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENFIEW | IL | 60026 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FEEDING AMERICA W MI FOOD BANK | ||||||||
| 864 W RIVER CENTER DR | COMSTOCK PARK | MI | 49321 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR SECONDARY CATHOLIC | ||||||||
| 360 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GR CHOIR OF MEN AND BOYS | ||||||||
| PO BOX 6152 | GRAND RAPIDS | MI | 49516 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GRAND HAVEN COAST GUARD FESTIVAL | ||||||||
| 113 N SECOND ST | GRAND HAVEN | MI | 49417 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 49501 | NONE | PC | R.B.ANNIS WATER RESOURCES INSTITUTE | $5,000 | |
| GUARDIANS OF FL ANIMAL RESCUE | ||||||||
| 10012 GULF CENTER DR | FORT MYERS | FL | 33913 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GUILDING LIGHT MISSION | ||||||||
| 255 S DIVISION AVE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HELP PREGNANCY AID | ||||||||
| 705 BRIDGE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JUVENILE DIABETES RESEARCH (JDRF) | ||||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK CITY | NY | 10281 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| KALAMAZOO COLLEGE | ||||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| KALAMAZOO LOAVES & FISHES | ||||||||
| 901 PORTAGE ST | KALAMAZOO | MI | 49001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| KIDS FOOD BASKET | ||||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| KILLGOAR FOUNDATION | ||||||||
| 1935 PLYMOUTH SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FD | ||||||||
| 2560 HUNTINGTON AVE | ALEXANDRIA | VA | 22303 | NONE | PC | GENERAL SUPPORT | $5,000 | STE 203 |
| LEUKEMIA RESEARCH FOUNDATION | ||||||||
| 191 WAUKEGAN RD STE 105 | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LIFELINE GLOBAL MINISTRIES | ||||||||
| 8918 W 21ST ST N STE 200 | WITICHA | KS | 67205 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LIONS OF MICHIGAN | ||||||||
| 5730 EXECUTIVE DR | LANSING | MI | 48911 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MARCO ISLAND CC CHARITABLE FDN | ||||||||
| 500 NASSAU ROAD | MARCO ISLAND | FL | 34145 | NONE | PC | GENERAL SUPPORT | $5,100 | |
| MARCO ISLAND NATURE PRESERVE | ||||||||
| PO BOX 983 | MARCO ISLAND | FL | 34146 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MARCO ISLAND POLICE FOUNDATION | ||||||||
| 1083 N COLLIER BLVD 123 | MARCO ISLAND | FL | 34145 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MARY FREE BED REHABILITATION | ||||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MEL TROTTER MINISTRIES | ||||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MICHIGAN LUPUS FOUNDATION | ||||||||
| PO BOX 128 | TRAVERSE CITY | MI | 49685 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MOMENTUM CENTER | ||||||||
| 714 COLUMBUS AVE | GRAND HAVEN | MI | 49417 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | NONE | PC | MEN'S TENNIS TEAM | $1,000 | |
| NEWMAN CATHOLIC CAMPUS MINISTRY | ||||||||
| 421 W ST MARIE ST | DULUTH | MN | 55811 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| OUR DAILY BREAD | ||||||||
| PO BOX 109 | MARCO ISLAND | FL | 34145 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| POPE FRANCIS CENTER | ||||||||
| 438 ST ANTOINE ST | DETROIT | MI | 48226 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SAN MARCO CATHOLIC CHURCH | ||||||||
| 851 SAN MARCO RD | MARCO ISLAND | FL | 34145 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SANTA CLAUS GIRLS | ||||||||
| 3102 WALKER RIDGE NW | WALKER | MI | 49544 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SPARTAN FUND | ||||||||
| 550 S HARRISON RD | EAST LANSING | MI | 48823 | NONE | PC | GENERAL SUPPORT | $9,000 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST MARY'S CATHOLIC SCHOOL | ||||||||
| 430 E SAVIDGE ST | SPRING LAKE | MI | 49456 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST MATTHEW'S HOUSE | ||||||||
| 2601 AIRPORT RD SOUTH | NAPLES | FL | 34112 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STANDING STONE MINISTRY | ||||||||
| 2340 S EL CAMINO REAL 3 | SAN CLEMENTE | CA | 92672 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THORNAPPLE VALLEY BASEBALL LEAGUE | ||||||||
| 6757 CASCADE RD SE STE 1 | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TURNING POINT USA | ||||||||
| 135 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $25,000 | 1611 |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 025388 | MIAMI | FL | 33102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| VAN ANDEL INSTITUTE | ||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | PARKINSON'S DISEASE RESEARCH | $10,500 | |
| VIVENT HEALTH | ||||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL SUPPORT | $2,100 | |
| WEST MICHIGAN TRAILS | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,477 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,486 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $344,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $538,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $538,404 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | H&S COMPANIES | CategoryTxt |
| Amt | $5,645 | Amt |
| Net Investment Income | $5,645 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PRINCIPAL SECURITIES | PURCHASE | $2,153 | $2,153 | |
| PRINCIPAL SECURITIES | PURCHASE | $708,622 | $431,388 | $277,234 |
| KKR INFRASTRUCTURE K-1 | PURCHASE | $10,966 | -$10,966 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BOND FUND OF AMERICA | $579,266 | $587,672 |
| BLACKROCK STRATEGIC INCOME OPPRTSI | $165,493 | $175,524 |
| FIDELITY CONSERVATIVE INC BD FD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN NEW WORLD CLASS F | $173,311 | $262,961 |
| AMERICAN SMALLCAP WORLD FUND CLASS A | $81,259 | $119,265 |
| ASML HOLDING NV EURO | $57,123 | $84,519 |
| ALPS ETF TR ALERIAN | $142,226 | $179,363 |
| AT&T | $19,217 | $17,736 |
| AXON ENTERPRISE INC COM | $44,596 | $103,931 |
| BERKSHIRE HATHAWAY COM, CL B | $50,164 | $53,784 |
| BLACKSTONE PRIVATE CREDIT FD SL I | $500,000 | $496,605 |
| BLUE OWL CREDIT INCOME CORP I | $260,288 | $258,070 |
| BWX TECHNOLOGIES INC COM | $20,191 | $19,531 |
| CADENCE DESIGN SYSTEMS COM | $16,758 | $16,879 |
| FIDELITY 500 INDEX FUND | $448,794 | $756,146 |
| FIRST TR CLOUD COMPUTING | ||
| FIRST TR EXCHANGE TRADED FD II | $50,019 | $127,538 |
| FRANKLIN DYNATECH FUND | ||
| FRANKLIN RISING DIVIDENDS FUND | $232,800 | $293,771 |
| HAMILTON LANE PRIVATE ASSETS FD SHS | $50,000 | $56,425 |
| ISHARES TR US INFRASTRUCTURE | $101,704 | $105,690 |
| ISHARES TR CORE DIVIDEND GRWTH | $153,312 | $165,712 |
| ISHARES US THEMATIC ROTATION ACTIVE | $304,936 | $322,278 |
| JP MORGAN EXCHANGE TRADED FD GLOBAL | $11,473 | $13,940 |
| JP MORGAN US VALUE CLASS 1 | $249,441 | $317,815 |
| JOHNSON & JOHNSON | $50,675 | $93,128 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | $105,885 | $126,249 |
| LOCKHEED MARTIN CORP COM USD1 | $16,217 | $16,445 |
| MFS INTERNATIONAL EQUITY FD CL R6 | $177,025 | $236,918 |
| MOTOROLA SOLUTIONS INC | $49,757 | $51,748 |
| NEXTERA ENERGY INC COM USD 0.01 | $49,700 | $53,361 |
| NORTHROP GRUMMAN CORP COM USD1 | $37,085 | $46,757 |
| NVIDIA CORPORATION COM | $15,521 | $125,328 |
| PACER FDS TR US CASH COWS 100 | ||
| STRYKER CORP COM | $50,438 | $45,995 |
| SYNOPSYS INC | $16,775 | $14,092 |
| TAIWAN SEMICONDUCTOR MFG SPON | $6,907 | $11,548 |
| TESLA INC COM | $50,035 | $54,866 |
| THERMO FISHER SCIENTIFIC INC | $24,512 | $26,075 |
| VANGUARD INDEX FDS EXTENDED MKT | ||
| VANGUARD INDEX FDS SMALL CAPI | $45,435 | $102,406 |
| WASATCH EMERGING INDIA FUND INSTL CL | $121,218 | $95,918 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KKR PARTNERSHIP | AT COST | $243,272 | $275,500 |
| SPDR GOLD TR GOLD SHS | AT COST | $55,899 | $124,441 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | JOHN MICHELE DYKEMA - NP | LenderPersonNm |
| Loan Original | $60,000 | LoanOriginalAmt |
| Balance Due | $57,319 | BalanceDueAmt |
| Note | 2024-01 | NoteDt |
| Repayment Terms | UPON DEMAND | RepaymentTermsTxt |
| Loan Purpose | CHARITABLE PURPOSES | LoanPurposeTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCLASSIFIED PY PAID IN SURPLUS | Desc |
| Amt | $55,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $130 | $130 |
| KKR INFRASTRUCTURE K-1 | $1,227 | $1,227 |
| MISCELLANEOUS FEES | $1,075 | $1,075 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KKR INFRASTRUCTURE K-1 | Desc |
| Revenue And Expenses Per Books | $3,511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,511 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRINCIPAL SECURITIES ADVISOR FEE | CategoryTxt |
| Amt | $19,097 | Amt |
| Net Investment Income | $19,097 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES - NON UBIT | $3,188 | $3,188 |
| FOREIGN TAXES | $5,125 | $5,125 |