JOHN AND JUDY SPOELHOF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDY SPOELHOF FOUNDATION (EIN 38-2492821)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-08
- IRS object ID
- 202510989349100236
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T21:00:39-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382492821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John and Judy Spoelhof Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN VAN ZALEN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6164947400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Central Avenue Suite 200 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SPOELHOF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6164947405 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI OLSON | PreparerPersonNm |
| PTIN | P01379656 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $49,629,599 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,036,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,036,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,558,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,411,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,558,863 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,595,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,595,690 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $482,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,788 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $543,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $432,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,098,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,098,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,642,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $432,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,160,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,953,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,163,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,034 | CashBOYAmt |
| Cash EOY | $360,597 | CashEOYAmt |
| Cash EOYFMV | $360,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,645,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,934,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,934,459 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $53,192 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,151 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,151 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,410,496 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,166,049 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,232,305 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,137,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,572,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,887,607 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,006,213 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,186,206 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,160,480 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $35,320,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,274,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,629,599 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $35,320,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,274,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,320,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,274,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,320,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,274,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,320,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,953,684 | ExcessRevenueOverExpensesAmt |
| Subtotal | $37,274,135 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,274,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ACM - PUBLICLY TRADED | $3,191,791 | $2,516,611 | $675,180 | $675,180 | |
| BAHL GAYNOR - PUBLICLY TRADED | $2,491,922 | $2,185,719 | $306,203 | $306,203 | |
| FIERA - PUBLICLY TRADED | $490,059 | $445,587 | $44,472 | $44,472 | |
| IVS - PUBLICLY TRADED | $39,768 | $43,487 | -$3,719 | -$3,719 | |
| GREENLEAF #1 - PUBLICLY TRADED | $307,943 | $103,207 | $204,736 | $204,736 | |
| GREENLEAF #2 - PUBLICLY TRADED | $966,780 | $233,306 | $733,474 | $733,474 | |
| LAFLEUR FIXED - PUBLICLY TRADED | $742,250 | $756,619 | -$14,369 | -$14,369 | |
| MERRILL WINSLOW - PUBLICLY TRADED | $8,178,774 | $6,568,415 | $1,610,359 | $1,610,359 | |
| MISCELLANEOUS GAIN | $1,757 | $0 | $1,757 | $1,757 | |
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P | |||
| CAPITAL GAIN DIVIDENDS | $770 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,558,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,868 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,868 | SubtotalAmt |
| Tax Based On Investment Income | $57,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,151 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $54,151 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,717 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN VAN ZALEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164947405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| JUDITH SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | SECRETARY | 1.0 | $0 | $0 | $0 |
| SCOTT SPOELHOF | ||||||||
| 1388 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | TREASURER | 1.0 | $0 | $0 | $0 |
| CRAIG SPOELHOF | ||||||||
| 17020 SHORE OAKS WEST LANE | HOLLAND | MI | 49423 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CHRISTOPHER SPOELHOF | ||||||||
| 16857 SHORE OAKS EAST LANE | HOLLAND | MI | 49424 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN SPOELHOF | ||||||||
| 16982 SHORE OAKS EAST LANE | HOLLAND | MI | 49424 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 490074713 | ASSET MANAGEMENT | $73,794 |
| VLMB GROUP | |||||
| 250 MONROE AVENUE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | ASSET MANAGEMENT | $180,304 |
| BAYSIDE CAPITAL MANAGEMENT | |||||
| 151 CENTRAL AVENUE SUITE 200 | HOLLAND | MI | 49423 | MANAGEMENT | $228,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,084,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,431,136 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,431,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $726,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,704,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,385,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,385,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,868 | TotalTaxAmt |
| Distributable Before Adj | $2,327,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,327,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,327,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,160,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,160,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,327,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $897,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $492,967 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $214,648 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $337,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,942,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,160,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,160,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $166,950 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $166,950 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,775,814 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $730,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,045,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $492,967 | ExcessFromYear3Amt |
| Excess From Year2 | $214,648 | ExcessFromYear2Amt |
| Excess From Year1 | $337,735 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN JUDY SPOELHOF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUDIO SCRIPTURE MINISTRIES | ||||||||
| PO BOX 1439 | Holland | MI | 494221439 | NONE | PC | General Operations | $25,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 435 VanRaalte Ave | Holland | MI | 49423 | NONE | PC | General Operations | $104,000 | PO Box 2652 |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 Union St | Holland | MI | 49424 | NONE | PC | General Operations | $20,000 | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE ST STE 175 | Zeeland | MI | 49464 | NONE | PC | General Operations | $35,000 | |
| COMMUNITY ACTION HOUSE | ||||||||
| 739 PAW PAW DR | Holland | MI | 49423 | NONE | PC | General Operations | $25,000 | |
| COMPASSIONATE HEART MINISTRIES | ||||||||
| 404 CENTERSTONE CT | Zeeland | MI | 49464 | NONE | PC | General Operations | $7,500 | |
| CRITTER BARN | ||||||||
| 2950 80TH ST | Zeeland | MI | 49464 | NONE | PC | General Operations | $25,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 State St | Holland | MI | 49423 | NONE | PC | General Operations | $35,000 | |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 E 8th St Ste 25 | Holland | MI | 49423 | NONE | PC | General Operations | $10,000 | |
| HOLLAND DEACONS CONFERENCE | ||||||||
| 224 W 30TH ST | Holland | MI | 49423 | NONE | PC | General Operations | $100,000 | |
| HOLLAND HOSPITAL FOUNDATION | ||||||||
| 602 MICHIGAN AVE | Holland | MI | 49423 | NONE | PC | General Operations | $7,500 | |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO Box 2685 | Holland | MI | 494222685 | NONE | PC | General Operations | $15,000 | |
| HOMECOR | ||||||||
| 96 W 15TH ST STE 202 | HOLLAND | MI | 49423 | NONE | PC | General Operations | $70,000 | |
| LIVING ON THE EDGE | ||||||||
| PO Box 3007 | Suwanee | GA | 300240987 | NONE | PC | General Operations | $15,000 | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| 4214 56th St | Holland | MI | 49423 | NONE | PC | General Operations | $150,000 | |
| PARTNERS WORLDWIDE | ||||||||
| 6139 TAHOE DR SE | Grand Rapids | MI | 49406 | NONE | PC | General Operations | $15,000 | |
| VAN ANDEL INSTITUTE | ||||||||
| 333 Bostwick NE | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $30,000 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | none | PC | General Operations | $98,750 | |
| ENGEDI CHURCH | ||||||||
| 710 CHICAGO DR STE 100 | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| RENEW THERAPEUTIC RIDING CENTER | ||||||||
| 5080 146TH AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| SALVATION ARMY | ||||||||
| 104 CLOVER ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $7,500 | |
| LUKE SOCIETY | ||||||||
| 3409 Gateway Blvd Ste 1000 | Sioux Falls | SD | 571061555 | NONE | PC | General Operations | $32,500 | |
| GENEVA CAMP AND RETREAT CENTER | ||||||||
| 3995 N Lakeshore Dr | Holland | MI | 49424 | NONE | PC | General Operations | $120,000 | |
| RESTHAVEN CARE CENTER | ||||||||
| 948 Washington Ave | Holland | MI | 49423 | NONE | PC | General Operations | $100,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 3940 Peninsular Dr SE Ste 180 | Grand Rapids | MI | 495466107 | NONE | PC | General Operations | $7,500 | |
| CAMP SUNSHINE | ||||||||
| 291 W Lakewood Blvd STE G | Holland | MI | 49424 | NONE | PC | General Operations | $5,000 | |
| COMMUNITY FOUNDATION OF THE HOLLANDZEELAND | ||||||||
| 85 E 8th St Ste 110 | Holland | MI | 49423 | NONE | PC | General Operations | $130,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G St NW | Washington | DC | 20001 | NONE | PC | General Operations | $30,000 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 Explorer Dr | Colorado Springs | CO | 80920 | NONE | PC | General Operations | $25,000 | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 W 26th St | Holland | MI | 49423 | NONE | PC | General Operations | $15,000 | |
| JUBILEE MINISTRIES | ||||||||
| 96 W 15th St ste 206 | Holland | MI | 49423 | NONE | PC | General Operations | $90,000 | |
| KIDS HOPE USA | ||||||||
| 201 W Washington Ave Ste 20 | Zeeland | MI | 49464 | NONE | PC | General Operations | $6,500 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 W Main St | Midland | MI | 48640 | NONE | PC | General Operations | $25,000 | PO Box 568 |
| FREDERIK MEIJER GARDENS & SCULPTURE FOUNDATION | ||||||||
| 2929 Walker AVE NW | Grand Rapids | MI | 49544 | NONE | PC | General Operations | $10,000 | |
| MOBILITY WORLDWIDE WEST MICHIGAN | ||||||||
| 414 E 40TH ST STE 3 | Holland | MI | 49423 | NONE | PC | General Operations | $20,000 | |
| MOODY BIBLE INSTITUTE | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | PC | General Operations | $15,000 | |
| MOSAIC COUNSELING | ||||||||
| 503 Century Ln | Holland | MI | 49423 | NONE | PC | General Operations | $3,000 | |
| WINGS OF MERCY | ||||||||
| 100 Pine St ste 393 | Zeeland | MI | 49464 | NONE | PC | General Operations | $15,000 | |
| WINNING AT HOME | ||||||||
| 300 S State St Ste 13 | Zeeland | MI | 49464 | NONE | PC | General Operations | $35,000 | |
| CALVIN SEMINARY | ||||||||
| 3233 Burton SE | Grand Rapids | MI | 49546 | NONE | PC | General Operations | $30,000 | |
| BONITA SPRINGS YMCA | ||||||||
| 701 CENTER RD | VENICE | FL | 34285 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| ENCOMPASS KIDS | ||||||||
| 16 E 40TH ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| LAKESHORE HABITAT FOR HUMANITY | ||||||||
| 12727 RILEY ST | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| LITTLE TRAVERSE CONSERVANCY | ||||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| REACH THE FORGOTTEN JAIL MINISTRY | ||||||||
| 1480 BUCHANAN AVE SW | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| 70 X 7 LIFE RECOVERY | ||||||||
| 97 W 22ND ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| GATEWAY MISSION | ||||||||
| 661 E 24TH ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| POSITIVE OPTIONS | ||||||||
| 339 S RIVER AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| THE BANNER | ||||||||
| 1700 28TH ST SE | GRAND RAPIDS | MI | 495081407 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| BENJAMIN'S HOPE | ||||||||
| 15468 RILEY STREET | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $165,000 | |
| CLINICA SAN LUCAS GRACIAS | ||||||||
| 921 N KINGWOOD CT | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| MARY FREE BED FOUNDATION | ||||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 495035247 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| WESTERN SEMINARY | ||||||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $125,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 666758516 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| CHRIST MEMORIAL REFORMED CHURCH | ||||||||
| 595 Graafschaap Road | Holland | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| FAITH HOSPICE | ||||||||
| 2100 Raybrook SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $5,000 | Suite 300 |
| FIRST PRESBYTERIAN CHURCH OF BONITA SPRINGS | ||||||||
| 9751 BONITA BEACH ROAD | BONITA SPRINGS | FL | 34135 | NONE | PC | GENERAL OPERATIONS | $25,000 | PO BOX 2168 |
| HABITAT FOR HUMANITY | ||||||||
| 1288 N TAIMIAMI TRAIL NORTH | FORT MYERS | FL | 33903 | NONE | PC | GENERAL OPERATIONS | $3,500 | |
| HUNGRY FOR CHRIST | ||||||||
| PO BOX 71 | HAMILTON | MI | 49419 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| IMMANUEL CHURCH OF HOLLAND | ||||||||
| 325 104TH AVENUE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| SPECIAL OLYMPICS MICHIGAN | ||||||||
| 160 68th St SW | Grand Rapids | MI | 49548 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,098,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $643 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,036,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,558,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,595,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,595,690 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,830 | Amt |
| Net Investment Income | $2,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,415 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED BONDS | BondNm |
| EOY Book Value | $1,186,206 | EOYBookValueAmt |
| EOYFMV | $1,160,480 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $27,572,673 | EOYBookValueAmt |
| EOYFMV | $39,887,607 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,166,049 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,232,305 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,500 | LegalFeesAmt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc |
|---|
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| RENTAL INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
| OTHER INVESTMENT INCOME/LOSS |
| ROYALTIES |
| CAPITAL GAIN/LOSS FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES - BAHL GAYNOR | $99,028 | $99,028 | |
| FEES - WINSLOW | $65,236 | $65,236 | |
| FEES - GREENLEAF #1 | $34,266 | $34,266 | |
| FEES - GREENLEAF #2 | $7,313 | $7,313 | |
| FEES - ACM | $26,474 | $26,474 | |
| FEES - BAYSIDE CAPITAL MGMT | $228,000 | $171,000 | $57,000 |
| FEES - IVS | $5,741 | $5,741 | |
| FEES - FIERA | $7,598 | $7,598 | |
| FEES - LAFLEUR FIXED | $8,441 | $8,441 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $49,041 | |
| FOREIGN TAXES - IVS | $349 | $349 |
| FOREIGN TAXES - WINSLOW | $236 | $236 |
| FOREIGN TAXES - GREENLEAF #1 | $1,787 | $1,787 |
| FOREIGN TAXES - FIERA | $8 | $8 |
| FOREIGN TAXES - BAHL GAYNOR | $408 | $408 |