JOHN AND JUDY SPOELHOF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDY SPOELHOF FOUNDATION (EIN 38-2492821)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202441369349103059
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:29:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SPOELHOF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,655,646 | 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 | $481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $895,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $895,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,020,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,775,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,020,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,916,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,916,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $432,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $383,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,425 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $459,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $388,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,336,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,336,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,795,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $388,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,387,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,120,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,528,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308,163 | CashBOYAmt |
| Cash EOY | $68,034 | CashEOYAmt |
| Cash EOYFMV | $68,034 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,002,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,645,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,645,418 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $73,057 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,192 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,192 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $846,075 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,410,496 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,480,421 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,832,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,137,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,472,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,136,931 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,006,213 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $936,091 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,199,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,320,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,655,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,199,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,320,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,199,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,320,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,199,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,320,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,199,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,120,940 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,320,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,320,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ACM - PUBLICLY TRADED | $522,828 | $521,244 | $1,584 | $1,584 | |
| BAHL GAYNOR - PUBLICLY TRADED | $8,645,788 | $6,453,089 | $2,192,699 | $2,192,699 | |
| FIERA - PUBLICLY TRADED | $401,400 | $400,146 | $1,254 | $1,254 | |
| IVS - PUBLICLY TRADED | $74,098 | $69,398 | $4,700 | $4,700 | |
| GREENLEAF #1 - PUBLICLY TRADED | $1,215,746 | $958,083 | $257,663 | $257,663 | |
| LAFLEUR FIXED - PUBLICLY TRADED | $456,632 | $488,317 | -$31,685 | -$31,685 | |
| MERRILL WINSLOW - PUBLICLY TRADED | $6,455,543 | $5,865,133 | $590,410 | $590,410 | |
| MISCELLANEOUS GAIN | $2,870 | $0 | $2,870 | $2,870 | |
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P | |||
| CAPITAL GAIN DIVIDENDS | $696 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,020,191 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,041 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,041 | SubtotalAmt |
| Tax Based On Investment Income | $49,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $53,192 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,151 | OverpaymentAmt |
| Applied To ES Tax | $4,151 | AppliedToESTaxAmt |
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 | $64,047 |
| VLMB GROUP | |||||
| 250 MONROE AVENUE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | ASSET MANAGEMENT | $172,435 |
| BAYSIDE CAPITAL MANAGEMENT | |||||
| 151 CENTRAL AVENUE SUITE 200 | HOLLAND | MI | 49423 | MANAGEMENT | $196,000 |
| 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 | $42,324,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,611,287 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,611,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $639,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,972,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,098,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,098,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,041 | TotalTaxAmt |
| Distributable Before Adj | $2,049,565 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,049,565 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,049,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,387,300 | 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 | $2,387,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,049,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $500,525 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $897,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $492,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $214,648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,105,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,387,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,049,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $337,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,443,289 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $500,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,942,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $897,414 | ExcessFromYear4Amt |
| Excess From Year2 | $492,967 | ExcessFromYear2Amt |
| Excess From Year1 | $214,648 | ExcessFromYear1Amt |
| Excess From Current Year | $337,735 | ExcessFromCurrentYearAmt |
| 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 (66 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 | $20,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 435 VanRaalte Ave | Holland | MI | 49423 | NONE | PC | General Operations | $95,000 | PO Box 2652 |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 Union St | Holland | MI | 49424 | NONE | PC | General Operations | $10,000 | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE ST STE 175 | Zeeland | MI | 49464 | NONE | PC | General Operations | $10,000 | |
| COMMUNITY ACTION HOUSE | ||||||||
| 739 PAW PAW DR | Holland | MI | 49423 | NONE | PC | General Operations | $125,000 | |
| COMPASSIONATE HEART MINISTRIES | ||||||||
| 404 CENTERSTONE CT | Zeeland | MI | 49464 | NONE | PC | General Operations | $32,500 | |
| CRITTER BARN | ||||||||
| 2950 80TH ST | Zeeland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 State St | Holland | MI | 49423 | NONE | PC | General Operations | $20,000 | |
| 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 | $150,000 | |
| 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 | $10,000 | |
| HOMECOR | ||||||||
| 96 W 15TH ST STE 202 | HOLLAND | MI | 49423 | NONE | PC | General Operations | $15,000 | |
| LIVING ON THE EDGE | ||||||||
| PO Box 3007 | Suwanee | GA | 300240987 | NONE | PC | General Operations | $12,500 | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| 4214 56th St | Holland | MI | 49423 | NONE | PC | General Operations | $100,000 | |
| PARTNERS WORLDWIDE | ||||||||
| 6139 TAHOE DR SE | Grand Rapids | MI | 49406 | NONE | PC | General Operations | $10,000 | |
| VAN ANDEL INSTITUTE | ||||||||
| 333 Bostwick NE | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $25,000 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | none | PC | General Operations | $537,500 | |
| CAFE OF LIFE INC | ||||||||
| PO BOX 367794 | BONITA SPRINGS | FL | 34136 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| ENGEDI CHURCH | ||||||||
| 710 CHICAGO DR STE 100 | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| RENEW THERAPEUTIC RIDING CENTER | ||||||||
| 5080 146TH AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $110,000 | |
| 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 | $45,500 | |
| GENEVA CAMP AND RETREAT CENTER | ||||||||
| 3995 N Lakeshore Dr | Holland | MI | 49424 | NONE | PC | General Operations | $60,000 | |
| RESTHAVEN CARE CENTER | ||||||||
| 948 Washington Ave | Holland | MI | 49423 | NONE | PC | General Operations | $150,000 | |
| 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 7 | 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 | $30,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G St NW | Washington | DC | 20001 | NONE | PC | General Operations | $20,000 | |
| 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 | $10,000 | |
| JUBILEE MINISTRIES | ||||||||
| 96 W 15th St ste 206 | Holland | MI | 49423 | NONE | PC | General Operations | $25,000 | |
| KIDS HOPE USA | ||||||||
| 201 W Washington Ave Ste 20 | Zeeland | MI | 49464 | NONE | PC | General Operations | $6,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 W Main St | Midland | MI | 48640 | NONE | PC | General Operations | $15,000 | PO Box 568 |
| FREDERIK MEIJER GARDENS & SCULPTURE FOUNDATION | ||||||||
| 2929 Walker AVE NW | Grand Rapids | MI | 49544 | NONE | PC | General Operations | $5,000 | |
| MOBILITY WORLDWIDE WEST MICHIGAN | ||||||||
| 414 E 40TH ST STE 3 | Holland | MI | 49423 | NONE | PC | General Operations | $15,000 | |
| MOODY RADIO | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | PC | General Operations | $3,000 | |
| 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 | $30,000 | |
| CALVIN SEMINARY | ||||||||
| 3233 Burton SE | Grand Rapids | MI | 49546 | NONE | PC | General Operations | $25,000 | |
| 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 | $17,500 | |
| LAKESHORE HABITAT FOR HUMANITY | ||||||||
| 12727 RILEY ST | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| LITTLE TRAVERSE CONSERVANCY | ||||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PC | GENERAL OPERATIONS | $1,250 | |
| MEDICAL MISSIONS OUTREACH | ||||||||
| 289 JONESBORO RD STE 364 | MCDONOUGH | GA | 30253 | NONE | PC | GENERAL OPERATIONS | $8,000 | |
| NEW HORIZONS OF SW FLORIDA | ||||||||
| PO BOX 111833 | NAPLES | FL | 34108 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| REACH THE FORGOTTEN JAIL MINISTRY | ||||||||
| 1480 BUCHANAN AVE SW | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATIONS | $12,500 | |
| 70 X 7 LIFE RECOVERY | ||||||||
| 97 W 22ND ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $3,000 | |
| GATEWAY MISSION | ||||||||
| 661 E 24TH ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $7,500 | |
| MISSION PARTNERS INDIA | ||||||||
| PO BOX 168 | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| POSITIVE OPTIONS | ||||||||
| 339 S RIVER AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $4,000 | |
| THE BANNER | ||||||||
| 1700 28TH ST SE | GRAND RAPIDS | MI | 495081407 | NONE | PC | GENERAL OPERATIONS | $1,250 | |
| TODAY IN THE WORD | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| ACTS OF HOLLAND | ||||||||
| 982 S BAYWOOD DRIVE | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| AFRICAN ANGEL ALLIANCE | ||||||||
| PO BOX 17 | OMENA | MI | 49674 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| BENJAMIN'S HOPE | ||||||||
| 15468 RILEY STREET | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $170,000 | |
| CALVIN UNIVERSITY | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| 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 | $15,000 | |
| MOODY BIBLE INSTITUTE | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| TURNING POINT USA | ||||||||
| PO BOX 90790 | PHOENIX | AZ | 850669801 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| UNITED WAY OF LEE COUNTY | ||||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | NONE | PC | GENERAL OPERATIONS | $3,500 | |
| 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 | |
| ZEELAND CHRISTIAN SCHOOL | ||||||||
| 334 W CENTRAL AVE | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,336,000 | 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 | $481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $895,640 | 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 | $3,020,191 | 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 | $3,916,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,916,312 | 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 | $4,600 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | 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 | $1,006,213 | EOYBookValueAmt |
| EOYFMV | $936,091 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $27,137,098 | EOYBookValueAmt |
| EOYFMV | $36,472,490 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,410,496 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,480,421 | USGovtObligationsEOYFMVAmt |
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 | $111,360 | $111,360 | |
| FEES - WINSLOW | $47,391 | $47,391 | |
| FEES - GREENLEAF #1 | $29,426 | $29,426 | |
| FEES - GREENLEAF #2 | $3,508 | $3,508 | |
| FEES - ACM | $26,422 | $26,422 | |
| FEES - BAYSIDE CAPITAL MGMT | $196,000 | $147,000 | $49,000 |
| FEES - IVS | $4,691 | $4,691 | |
| FEES - FIERA | $6,355 | $6,355 | |
| FEES - LAFLEUR FIXED | $7,329 | $7,329 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $19,865 | |
| FOREIGN TAXES - IVS | $275 | $275 |
| FOREIGN TAXES - WINSLOW | $281 | $281 |
| FOREIGN TAXES - GREENLEAF #1 | $1,690 | $1,690 |
| FOREIGN TAXES - FIERA | $33 | $33 |
| FOREIGN TAXES - BAHL GAYNOR | $146 | $146 |