STEELCASE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEELCASE FOUNDATION (EIN 38-6050470)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-12
- IRS object ID
- 202102859349100835
- Schema version
- 2019v5.2
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-12T18:43:54-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386050470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEELCASE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LESLIE SCHOEN | InCareOfNm |
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 6162464695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1967 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495011967 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6162464695 | PhoneNum |
| Signature | 2021-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,844,478 | 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 | $1,842,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $949,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $464,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,404,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,118,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,404,270 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $440,609 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,530,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,635,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,399,498 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $136,848 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,685 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,138 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,314 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,824 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,514 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,151 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,363 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,069 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,960,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $316,291 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,806 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,764 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $129 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $116 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,744 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,744 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,134 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $9,134 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,340,897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,403,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,769,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $411,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,177,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,155,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,580,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,769,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,566,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,945,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,629,887 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,955,594 | CashBOYAmt |
| Cash EOY | $2,849,901 | CashEOYAmt |
| Cash EOYFMV | $2,849,901 | CashEOYFMVAmt |
| Acct Rcvbl | $3,635,574 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,635,574 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,635,574 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $270,872 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $270,872 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $270,872 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $270,872 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,379,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,615,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,615,689 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $96,405,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,717,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,417,757 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $110,984 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,685 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,685 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $107,121,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,144,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,844,478 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,999,352 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,021,871 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,999,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,021,871 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,122,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $111,122,607 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,122,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,122,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,121,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,144,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,122,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,945,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,945,535 | OtherIncreasesAmt |
| Subtotal | $111,122,607 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $111,122,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GAIN FROM PUB TRADED SECURITIES | $15,921,352 | $15,713,929 | $207,423 | $207,423 |
| ST FROM PASS-THROUGH INVESTMENTS | -$324,558 | |||
| LT FROM PASS-THROUGH INVESTMENTS | $2,521,405 | $2,521,405 | $2,521,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,404,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,062,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,134,829 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,573,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $104,783,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053191 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,944,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,205,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050871 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,802,256 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $90,863,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052851 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,273,777 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $95,511,311 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044746 | DistributionYr5Rt |
| Total Distribution | 0.25172 | TotalDistributionRt |
| Average Distribution | 0.050344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,761,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,123,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,179,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,566,653 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $56,299 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $56,299 | SubtotalAmt |
| Tax Based On Investment Income | $56,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $110,984 | TotalPaymentsAndCreditsAmt |
| Overpayment | $54,685 | OverpaymentAmt |
| Applied To ES Tax | $54,685 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | WWW.STEELCASE.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLIE SCHOEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6162464695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 44TH STREET SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49508 | 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 | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE RIDENOUR | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | PRESIDENT | 40.0 | $136,848 | $12,322 | $5,535 |
| KATE PEW WOLTERS | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | BOARD CHAIR | 1.0 | $0 | $0 | $0 |
| ROBERT C PEW III | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARY ANNE HUNTING | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JAMES P KEANE | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ELIZABETH WELCH | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CRAIG NIEMANN | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CARY PEW | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| BRIAN CLOYD | ||||||||
| PO BOX 1967 | GRAND RAPIDS | MI | 495011967 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE SCHOEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1967 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495011967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUND. ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,939 | CompensationAmt |
| Employee Benefits | $5,176 | EmployeeBenefitsAmt |
| Expense Account | $9,841 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 4100 FAIRFAX DR 1300 | ARLINGTON | VA | 22203 | AGENT | $207,717 |
| SANDERSON INT'L VALUE TOBACCO FREE FUND | |||||
| 250 SOUTH WACKER DRIVE SUITE 220 | CHICAGO | IL | 60606 | FLOW-THROUGH | $63,961 |
| FIFTH THIRD BANK | |||||
| 5050 KINGSLEY DRIVE | CINCINNATI | OH | 45263 | ACCOUNT SERVICES | $59,824 |
| 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 | $99,953,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,357,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,311,136 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,311,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,549,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,761,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,088,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,088,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,299 | TotalTaxAmt |
| Distributable Before Adj | $5,031,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,031,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,031,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,566,653 | 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 | $5,566,653 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $56,299 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,510,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,031,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $453,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,566,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,031,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $534,879 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,158,287 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,158,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $98,316 | ExcessFromYear3Amt |
| Excess From Year2 | $453,529 | ExcessFromYear2Amt |
| Excess From Year1 | $71,563 | ExcessFromYear1Amt |
| Excess From Current Year | $534,879 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LESLIE SCHOEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1967 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495011967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6162464695 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE STATEMENT ATTACHED, OR VISIT https://www.steelcasefoundation.org/grant-process/ FOR DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE STATEMENT ATTACHED, OR VISIT https://www.steelcasefoundation.org/grant-process/ FOR DETAI | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE STATEMENT ATTACHED, OR VISIT https://www.steelcasefoundation.org/grant-process/ FOR DETAIL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CULTURE AND COMMUNITY SEE ATTACHED LISTING | ||||||||
| DIRECT GRANTS PAID 911825 | MATCHING GIFTS 92769 | GRAND RAPIDS | MI | 49501 | NONE | PC | PLEASE SEE ATTACHED LISTING | $1,004,594 |
| EDUCATION SEE ATTCHED LISTING | ||||||||
| DIRECT GRANTS PAID 2394763 | MATCHING GIFTS 415252 | GRAND RAPIDS | MI | 49501 | NONE | PC | PLEASE SEE ATTACHED LISTING | $2,810,015 |
| HEALTH SEE ATTACHED LISTING | ||||||||
| DIRECT GRANTS PAID 427500 | MATCHING GIFTS NONE | GRAND RAPIDS | MI | 49501 | NONE | PC | PLEASE SEE ATTACHED LISTING | $427,500 |
| HUMAN SERVICESOCIAL JUSTICE SEE ATTACHED LISTING | ||||||||
| DIRECT GRANTS PAID 853780 | MATCHING GIFTS 13005 | GRAND RAPIDS | MI | 49501 | NONE | PC | PLEASE SEE ATTACHED LISTING | $866,785 |
| ENVIRONMENTCONSERVATION SEE ATTACHED LISTING | ||||||||
| DIRECT GRANTS PAID NONE | MATCHING GIFTS 46357 | GRAND RAPIDS | MI | 49501 | NONE | PC | PLEASE SEE ATTACHED LISTING | $46,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,155,251 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CULTURE AND COMMUNITY SEE ATTACHED LISTING | |||||||
| GRANTS APPROVED 555000 | GRAND RAPDIS | MI | 49503 | NONE | PC | PLEASE SEE ATTACHED LISTING | $555,000 |
| EDUCATION SEE ATTACHED LISTING | |||||||
| GRANTS APPROVED NONE | GRAND RAPIDS | MI | 49503 | NONE | PC | PLEASE SEE ATTACHED LISTING | $0 |
| HEALTH SEE ATTACHED LISTING | |||||||
| GRANTS APPROVED 1900975 | GRAND RAPIDS | MI | 49503 | NONE | PC | PLEASE SEE ATTACHED LISTING | $1,900,975 |
| HUMAN SERVICESOCIAL JUSTICE SEE ATTACHED LISTING | |||||||
| GRANTS APPROVED 282000 | GRAND RAPIDS | MI | 49503 | NONE | PC | PLEASE SEE ATTACHED LISTING | $282,000 |
| ENVIRONMENTCONSERVATION SEE ATTACHED LISTING | |||||||
| GRANTS APPROVED NONE | GRAND RAPIDS | MI | 49503 | NONE | PC | PLEASE SEE ATTACHED LISTING | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,737,975 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $949,065 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,404,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REIMBURSEMENT FROM STEELCASE, INC. FOR | 13 | $440,609 |
| SALARIES AND EXPENSES OF THE DEPARTMENT |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,793,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,793,944 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| CAMBRIDGE ASSOCIATES |
| CAMBRIDGE ASSOCIATES PROVIDES INVESTMENT MANAGEMENT SERVICES. |
| SANDERSON INT'L VALUE TOBACCO FREE |
| MANAGEMENT AND PERFORMANCE FEES RELATED TO THE INVESTMENT IN THE SANDERSON INTERNATIONAL VALUE TOBACCO FREE FUND. |
| FIFTH THIRD BANK |
| FIFTH THIRD BANK PROVIDES INVESTMENT AND ACCOUNT SERVICES. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OAKVIEW CAPITAL MANAGEMENT | $0 | $0 |
| HS MANAGEMENT PARTNERS | $4,615,689 | $4,615,689 |
| (LIST OF SECURITIES ATTACHED) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (78 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | |||
| ACCOLADE PARTNERS IV, LP | FMV | $2,066,954 | $2,066,954 |
| ACCOLADE PARTNERS V, LP | FMV | $2,760,782 | $2,760,782 |
| ACCOLADE PARTNERS VI, LP | FMV | $1,388,440 | $1,388,440 |
| ACCOLADE PARTNERS VII, LP | FMV | $253,382 | $253,382 |
| ACCOLADE GROWTH | FMV | $280,813 | $280,813 |
| AETHER REAL ASSETS II | FMV | $879,822 | $879,822 |
| AETHER REAL ASSETS III | FMV | $1,300,593 | $1,300,593 |
| AETHER REAL ASSETS IV | FMV | $1,401,370 | $1,401,370 |
| AETHER REAL ASSETS V | FMV | $695,326 | $695,326 |
| AKINA | FMV | $794,619 | $794,619 |
| ALPHADYNE | FMV | $2,191,989 | $2,191,989 |
| AMERICAN SECURITIES VIII | FMV | $293,437 | $293,437 |
| ASIA ALTERNATIVE | FMV | $733,002 | $733,002 |
| ASIA DELAWARE | FMV | $65,695 | $65,695 |
| CITY OF LONDON GLBL. EM. MTK | FMV | $2,913,595 | $2,913,595 |
| CLEAR VENTURES II | FMV | $131,706 | $131,706 |
| CORTEC VII | FMV | $661,185 | $661,185 |
| DAVIDSON KEMPNER INT'L | FMV | $2,630,221 | $2,630,221 |
| D.E. SHAW BROAD MKT CORE FD | FMV | $7,505,166 | $7,505,166 |
| DODDINGTON | FMV | $0 | $0 |
| DOVER STREET VIII | FMV | $371,277 | $371,277 |
| DOVER IX | FMV | $803,382 | $803,382 |
| DOVER X | FMV | $295,892 | $295,892 |
| ECLIPSE CONTINUITY FUND I | FMV | $552,967 | $552,967 |
| ECLIPSE CONTINUITY FUND II | FMV | $1,054,296 | $1,054,296 |
| ECLIPSE CONTINUITY FUND III | FMV | $672,969 | $672,969 |
| EDGBASTON ASIAN EQUITY TRUST | FMV | $0 | $0 |
| EIV | FMV | $482,209 | $482,209 |
| FIVE ELMS III | FMV | $1,200,878 | $1,200,878 |
| FIVE ELMS IV | FMV | $403,508 | $403,508 |
| GLOBAL ALPHA | FMV | $0 | $0 |
| HARVEST MLP INC. FUND III | FMV | $732,525 | $732,525 |
| HIGHBAR PARTNERS | FMV | $994,194 | $994,194 |
| HITCHWOOD | FMV | $2,020,494 | $2,020,494 |
| INDABA | FMV | $2,017,286 | $2,017,286 |
| INDUS OMNI FUND, LTD | FMV | $0 | $0 |
| INDUS ASIA PACIFIC | FMV | $22,360 | $22,360 |
| INDUS JAPAN | FMV | $2,179 | $2,179 |
| INDUS PACIFIC | FMV | $18,932 | $18,932 |
| IR&M CORE BOND II | FMV | $9,516,366 | $9,516,366 |
| KILTEARN GLOBAL EQUITY FUND | FMV | $2,698,435 | $2,398,435 |
| KLINE HILL II | FMV | $1,676,786 | $1,676,786 |
| KLINE HILL III/KOHLBERG IX | FMV | $225,815 | $225,815 |
| LEERINK REV. HEALTHCARE FD I | FMV | $645,330 | $645,330 |
| LEERINK FUND II | FMV | $530,222 | $530,222 |
| LITTLEJOHN FUND V | FMV | $1,308,164 | $1,308,164 |
| LITTLEJOHN FUND VI | FMV | $403,245 | $403,245 |
| LONE JUNIPER | FMV | $937,203 | $937,203 |
| MFS INTERNATIONAL GROWTH | FMV | $5,175,388 | $5,175,388 |
| MITHRIL | FMV | $478,254 | $478,254 |
| NITORUM CAPITAL | FMV | $2,028,287 | $2,028,287 |
| OVERLOOK | FMV | $2,266,052 | $2,266,052 |
| PELHAM | FMV | $1,499,664 | $1,499,664 |
| PINEBRIDGE | FMV | $2,035,582 | $2,035,582 |
| PROPHET EQUITY II | FMV | $760,746 | $760,746 |
| ROUND HILL MUSIC ROYALTY FD | FMV | $1,233,325 | $1,233,325 |
| ROUND HILL MUSIC ROYALTY II | FMV | $967,826 | $967,826 |
| SANDERSON INTL VAL. TB. FREE | FMV | $5,061,298 | $5,061,298 |
| SENATOR GLOBAL OPP. FUND | FMV | $0 | $0 |
| SGOF LIQUIDATING FEEDER | FMV | $112,510 | $112,510 |
| SILVERSMITH CAPITAL | FMV | $2,276,592 | $2,276,592 |
| SILVERSMITH CAPITAL II | FMV | $1,340,083 | $1,340,083 |
| SOUTHERN CROSS LATIN PRIVATE | FMV | $705,822 | $705,822 |
| VIA SEED TECHNOLOGY PARTNERS | FMV | $1,098,887 | $1,098,887 |
| VITRUVIAN PARTNERS | FMV | $1,345,655 | $1,345,655 |
| VULCAN VVP | FMV | $3,569,751 | $3,569,751 |
| WHALE ROCK | FMV | $1,694,494 | $1,694,494 |
| MUTUAL FUNDS | |||
| IVA WORLDWIDE FUND | FMV | $1,557,882 | $1,557,882 |
| TEMPLETON GLOBAL BOND FUND | FMV | $0 | $0 |
| VAN ECK GLOBAL HARD ASSETS | FMV | $1,671,375 | $1,671,375 |
| VANGUARD SHORT-TERM BOND | FMV | $2,253,033 | $2,253,033 |
| VANGUARD 500 INDEX | FMV | $1,523,413 | $1,523,413 |
| VANGUARD TOTAL BOND MARKET | FMV | $0 | $0 |
| PRIVATE EQUITY FUNDS | |||
| PANTHEON EUROPE FUND V B LP | FMV | $1,351,818 | $1,351,818 |
| PANTHEON USA FUND VII, LP | FMV | $2,175,009 | $2,175,009 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUNDABLE | Desc |
| BOY Book Value | $110,984 | BOYBookValueAmt |
| EOY Book Value | $54,685 | EOYBookValueAmt |
| EOYFMV | $54,685 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE AND TECHNOLOGY | $45,432 | $4,543 | $0 | $40,889 |
| MISC. EXPENSES | $21,750 | $21,750 | ||
| DUES AND SUBSCRIPTIONS | $500 | $500 | ||
| OFFICE SUPPLIES | $49 | $5 | $44 | |
| . | ||||
| OTHER EXPENSES/DEDUCTIONS | $1,336,349 | |||
| FROM PASSTHROUGH INVESTMENTS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONTRIBUTION FROM STEELCASE INC. FOR | ||
| SALARIES AND EXPENSES OF THE DEPARTMENT | $440,609 | |
| . | ||
| INCOME FROM PASS-THROUGH INVESTMENTS | ||
| INTEREST | $93,525 | |
| DIVIDENDS | $1,034,053 | |
| ROYALTIES | $349,122 | |
| OTHER INCOME/loss | $3,053,689 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $8,945,535 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| INV. MANAGEMENT & AGENCY FEES | $1,906,320 | $316,291 | $20,000 | |
| OTHER PROFESSIONAL FEES | $53,806 | $0 | $53,806 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $56,299 | |
| FOREIGN TAXES PAID | $67,764 |