RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION (EIN 38-3224966)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349100237
- Schema version
- 2020v4.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T09:00:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383213032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & SPRINGGATE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 WEST SOUTH STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383224966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONDA E STRYKER AND | BusinessNameLine1Txt |
| Business Name Line2 | WILLIAM D JOHNSTON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROND | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D JOHNSTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | JOHNSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ANSPAUGH | PreparerPersonNm |
| PTIN | P00124073 | PTIN |
| Phone | 2693840219 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $65,575,288 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $845,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $835,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,891,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,319,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,318,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,737,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,154,171 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $92,827 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,827 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,451 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,451 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,512 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $604,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $218,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $401,425 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,841 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,510 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,485 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,485 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,669 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $884,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,510 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,398,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,398,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,282,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,510 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,998,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,545,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,930,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,319 | CashBOYAmt |
| Cash EOY | $6,174 | CashEOYAmt |
| Cash EOYFMV | $6,174 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $819,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,988,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,988,110 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,750,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,750,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,750,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,750,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,000,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,000,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,000,480 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $42,796,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,615,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,818,421 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,469 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,944 | LandBOYAmt |
| Land EOY | $12,103 | LandEOYAmt |
| Land EOYFMV | $12,103 | LandEOYFMVAmt |
| Total Assets BOY | $46,388,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,371,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,575,288 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $159 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,292,578 | CapitalStockBOYAmt |
| Capital Stock EOY | $57,821,653 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,095,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$28,450,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,388,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,371,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,388,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,371,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,388,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,545,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,529,075 | OtherIncreasesAmt |
| Subtotal | $29,371,633 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,371,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION - 6934 SHS | D | 1976-07-25 | 2020-01-29 | $1,462,042 | $102 | $1,461,940 | $1,461,940 |
| STRYKER CORPORATION - 18444 SHS | D | 1976-07-25 | 2020-06-29 | $3,222,824 | $271 | $3,222,553 | $3,222,553 |
| STRYKER CORPORATION - 2730 SHS | D | 1976-07-25 | 2020-12-08 | $640,957 | $40 | $640,917 | $640,917 |
| STRYKER CORPORATION - 29500 SHS | D | 1976-07-25 | 2020-12-18 | $6,993,298 | $434 | $6,992,864 | $6,992,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,318,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $179,738 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $179,738 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $179,738 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $69,738 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STRYKERJOHNSTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693889800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONDA E STRYKER | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT AND DIRECTOR | 0.30 | $0 | $0 | $0 |
| WILLIAM D JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY/TREASURER & DIRE | 0.30 | $0 | $0 | $0 |
| ANNE E HENN | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MEGAN M JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | EXECUTIVE DIRECTOR | 40.00 | $92,827 | $15,451 | $0 |
| MICHAEL B JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| GERALD E HENN II | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | INVESTMENT MANAGEMENT | $436,951 |
| GREENLEAF CAPITAL | |||||
| 100 WEST MICHIGAN AVE STE 300 | KALAMAZOO | MI | 49007 | ADMINISTRATIVE | $275,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,697,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $992,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,750,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,440,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,440,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,071,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,368,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,518,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,518,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179,738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179,738 | TotalTaxAmt |
| Distributable Before Adj | $3,338,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,338,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,338,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,998,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,998,822 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,998,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,338,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,112,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $13,652,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,333,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,103,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,202,455 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,998,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,338,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,660,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,862,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,112,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,750,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,652,259 | ExcessFromYear3Amt |
| Excess From Year2 | $30,333,735 | ExcessFromYear2Amt |
| Excess From Year1 | $34,103,960 | ExcessFromYear1Amt |
| Excess From Current Year | $38,660,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONDA E STRYKER | ContributingManagerNm |
| Contributing Manager | WILLIAM D JOHNSTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEGAN M JOHNSTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693889800 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AND REQUIREMENTS ARE AVAILABLE ON OUR WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSION DEADLINES ARE POSTED ON OUR WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS ON GRANT ELIGIBILITY IS OUTLINED ON OUR WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | BIG BROTHERS BIG SISTERS DIRECT SERVICE STAFF SALARIES FOR COVID-19 EMERGENCY | $100,000 |
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | CAPACITY BUILDING | $99,968 |
| BLACK WALL STREET KALAMAZOO | |||||||
| 225 W WALNUT STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BLACK BUSINESS CAPITAL PIPLINE, BUSINESS EXPO AND BUSINESS BOOTCAMP, BLACK BUSINESS MIXER | $37,333 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $129,618 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | BUILDING BLOCKS PROGRAMMING: EMPOWERING RESIDENTS TO CREATE CHANGE | $25,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GROWING AND EMPOWERING | $27,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | GOVERNMENT UNIT | OBJECTIVES OF IMAGINE KALAMAZOO 2025 | $24,942,183 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | GILMORE INPATIENT SUBSTANCE USE TREATMENT AND REHABILITATION CENTER | $550,000 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | EARLY INTERVENTION PROGRAM (EIP) | $50,000 |
| CONFIDENT SOLE | |||||||
| PO BOX 19466 | KALAMAZOO | MI | 49019 | NONE | PUBLIC | CONFIDENT SOLE | $20,000 |
| DISABILITY NETWORK OF SOUTHWEST MICHIGAN | |||||||
| 517 E CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | NONE | PUBLIC | ADVOCACY & COMMUNITY EDUCATION | $140,000 |
| DOUGLAS COMMUNITY ASSOCIAITON | |||||||
| 1000 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | DOUGLASS COMMUNITY ASSOCIATION PARKING LOT | $32,696 |
| EASTSIDE YOUTH STRONG | |||||||
| 1301 E MAIN ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | PARADIGM SHIFT IN ACADEMIC SEL AND OUT-OF-SCHOOL-TIME FOR VULNERABLE STUDENTS | $85,000 |
| EASTSIDE YOUTH STRONG | |||||||
| 1301 E MAIN ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | IGNITING GREATNESS, EASTSIDE YOUTH ACADEMIC SUCCESS, RACIAL EQUITY, AND SOCIAL EMOTIONAL | $100,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | |||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EDISON NEIGHBORHOOD ASSOCIATION'S PROGRAMS, PROJECTS AND SERVICES | $10,000 |
| ERACCE | |||||||
| 810 RANKIN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | ORGANIZATION CAPACITY TO SUSTAIN GROWTH | $80,000 |
| ERACCE | |||||||
| 810 RANKIN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | OPERATIONS SUPPORT AND CAPACITY BUILDING FOR ERACCE | $199,100 |
| FAIR HOUSING CENTER OF SOUTHWEST MICHIGAN | |||||||
| 405 W MICHIGAN AVE SUITE 6 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 |
| FIRST DAY SHOE FUND | |||||||
| 5416 MEREDITH STREET | PORTAGE | MI | 49002 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| FIRST UNITED METHODIST CHURCH OF KALAMAZOO | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS (JFON) SERVICE EXPANSION | $30,000 |
| FRIENDS WITH DISABILITIES | |||||||
| 251 NORTH ROSE STREET SUITE 200 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUILDING CONNECTIONS/PODCAST | $54,000 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GOODWILL LIFE GUIDES | $707,790 |
| GRYPHON PLACE | |||||||
| 3245 SOUTH 8TH STREET | KALAMAZOO | MI | 49009 | NONE | PUBLIC | PROGRAMMATIC IMPACT SUPPORT | $70,000 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 18 WEST MICHIGAN AVE SUITE 300 | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | IMPROVE COMMUNITY'S UPWARD MOBILITY & INCREASED FINANCIAL SOPHISTICATION & RESPONSIBILITY | $100,000 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 18 WEST MICHIGAN AVE SUITE 300 | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | SUPPORT FOR THE OBJECTIVES OF COMMUNITY PROMISE FEDERAL CREDIT UNION | $100,000 |
| HELEN L FOX GOSPEL MUSIC CENTER | |||||||
| 1000 WEST PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| HISPANIC AMERICAN COUNCIL INC | |||||||
| 930 LAKE ST A | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EL FUTURO DE NUESTRA COMUNIDAD: EDUCACION, EQUIDAD Y CULTURA (THE FUTURE OF OUR COMMUNITY: EDUCATION, EQUITY AND CULTURE) | $200,000 |
| INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY (ISAAC) | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUILDING THE BELOVED COMMUNITY IN KALAMAZOO COUNTY | $100,000 |
| KALAMAZOO COLLECTIVE HOUSING | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | AFFORDABLE HOUSING COOPERATIVE HOUSING PURCHASE | $173,450 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS IMMEDIATE AND URGENT COMMUNITY NEEDS AS A RESULT OF AN EMERGENCY/CRISIS | $100,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | EQUITY IN EARLY CHILDHOOD SUMMER LEARNING PILOT YEAR 2 | $100,165 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TRHT KALAMAZOO | $252,460 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $600,000 |
| KALAMAZOO INSTITUTE OF ARTS | |||||||
| 314 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | FRAMING MOMENTS: INCREASING THE CULTURE OF INCLUSIVENESS IN KALAMAZOO | $70,000 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT ST SUITE 400 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EDISON EARLY CHILDHOOD EDUCATION APPRENTICESHIP PROGRAM PILOT | $290,699 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT ST SUITE 400 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EXPRESS WAYS 2 SUCCESS | $100,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE STREET | PORTAGE | MI | 49001 | NONE | PUBLIC | GROCERY PANTRY PROGRAM | $40,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | KNHS FOSTERING AND PRESERVING HOMEOWNERSHIP | $175,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC | |||||||
| 1219 S PARK STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LEAD PAINT HAZARD CONTROL/HOMEOWNERSHIP CENTER | $100,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | SEEDS FOR SUCCESS | $200,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | KALAMAZOO COUNTY TALKING IS TEACHING EARLY LITERACY CAMPAIGN | $40,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KSO PARTNERSHIPS FOR INCLUSION & EQUITY | $120,642 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | KALAMAZOO VALLEY ACCELERATED ASSOCIATE PROGRAM | $138,115 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | COMMUNITY LEARNING HUBS | $200,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING YOUTH READY BY 21 | $148,400 |
| LIFT FOUNDATION | |||||||
| 2725 AIRVIEW BOULDEVARD SUITE 202 | KALAMAZOO | MI | 49002 | NONE | PUBLIC | PURCHASE OF KNIGHTS INN KALAMAZOO AND CONVERSION OF PROPERTY INTO AFFORDABLE HOUSING UNITS | $1,000,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY STREET FLOOR 34 | NEW YORK | NY | 10005 | NONE | PUBLIC | COMMUNITY-BASED SOLUTIONS JOURNALISM FROM VOICES OF KALAMAZOO'S NEIGHBORHOOD | $48,000 |
| MICHIGAN UNITED | |||||||
| 2208 WINCHELL AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | COMMUNITY NAVIGATORS TO SUPPORT NEW AMERICANS | $80,000 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PATHWAYS TO SUCCESS | $276,667 |
| NORTHSIDE ASSOCIATION FOR COMMUNITY DEVELOPMENT | |||||||
| 612 NORTH PARK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | RESIDENTS IMPLEMENTING OUR PLAN COLLABORATIVE ("RIPC") - HOUSING, WORKFORCE DEVELOPMENT, SUSTAINABLE WEALTH | $1,000,000 |
| OPEN DOORS KALAMAZOO | |||||||
| 1141 S ROSE STREET SUITE B | KALAMAZOO | MI | 49001 | NONE | PUBLIC | PATHWAY: HOME | $100,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DR SUITE B | KALAMAZOO | MI | 49004 | NONE | PUBLIC | GENERAL OPERATING SUPPORT - OPEN ROADS BIKE PROGRAM | $10,000 |
| PARENTS FOR TRANSITION | |||||||
| 1226 FOSTER AVE | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $9,500 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY SUITE 100 | ANN ARBOR | MI | 48108 | NONE | PUBLIC | MAINTAINING ACCESS TO HEALTH CARE FOR VULNERABLE COMMUNITIES | $200,000 |
| PORTAGE COMMUNITY OUTREACH CENTER | |||||||
| 325 E CENTRE AVE | PORTAGE | MI | 49002 | NONE | PUBLIC | PCC CAPACITY BUILDING/CAPITAL IMPROVEMENTS | $25,000 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $505,461 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | HUB ONE | $2,852,491 |
| REACH SOBER LIVING INC | |||||||
| 5047 W MAIN ST 518 | KALAMAZOO | MI | 49009 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| READ & WRITE KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | RAWK 2020 VISION EXPANSION | $50,000 |
| ROOTEAD ENRICHMENT CENTER | |||||||
| 1000 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | ROOTDOWN | $500,000 |
| SLD READ | |||||||
| 50 WEST JACKSON ST | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| SPEAK IT FORWARD INC | |||||||
| 617 DOUGLAS AVE | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $40,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS UNMET HOME FURNISHING NEEDS IN THE COMMUNITY | $30,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS UNMET DIAPERING NEEDS IN THE COMMUNITY | $25,000 |
| SUNNYSIDE UNITED METHODIST CHURCH | |||||||
| 2800 GULL ROAD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | FREE STORE OF KALAMAZOO: LEADERSHIP DEVELOPMENT WITH FIVE WOMEN OF COLOR | $67,905 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 34 WEST JACKSON STREET SUITE 4B | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | KALAMAZOO CONTINUUM OF CARE | $150,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE STE 100 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,105,722 |
| VIBRANT KALAMAZOO | |||||||
| 1523 RIVERVIEW DR SUITE A | KALAMAZOO | MI | 49004 | NONE | PUBLIC | EASTSIDE SQUARE: EAST MAIN COMMERCIAL CORRIDOR (1600 BLOCK) REDEVELOPMENT | $166,667 |
| WARM KIDS PROJECT | |||||||
| PO BOX 803 | PORTAGE | MI | 49081 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | WIRE MATH AND SCIENCE SUMMER CAMP AND SATURDAY ACADEMY | $69,996 |
| WILLOW RUN ACRES | |||||||
| 111 SOUTH WALLACE BOULEVARD | YPSILANTI | MI | 48197 | NONE | PUBLIC | PLANNING AND DEVELOPMENT FOR WILLOW RUN ACRES WEST BRANCH | $5,000 |
| YMCA OF GREATER KALAMAZOO | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | YMCA FAMILY AND SCHOOL SUPPORT PROGRAM | $510,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING AND CAPACITY BUILDING | $1,487,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,398,518 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK ARTS CULTURAL CENTER | |||||||
| 359 S KALAMAZOO MALL STE 202 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | ANNUAL OPERATIONS OF PROGRAMS & SUPPORT | $60,000 |
| BLACK WALL STREET KALAMAZOO | |||||||
| 225 W WALNUT STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BLACK BUSINESS CAPITAL PIPELINE, BUSINESS EXPO AND BUSINESS BOOTCAMP, BLACK BUSINESS MIXER | $74,667 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $750,000 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GROWING AND EMPOWERING | $34,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | OBJECTIVES OF IMAGINE KALAMAZOO 2025 | $54,587,327 |
| COMMUNITY HOMEWORKS | |||||||
| 810 BRYANT STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | HOUSING EQUITY THROUGH CRITICAL REPAIRS: REMOVING BARRIERS TO SUSTAINBLE HOME OWNERSHIP | $200,000 |
| EASTSIDE NEIGHBORHOOD ASSOCIATION | |||||||
| 1301 E MAIN ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | MAY BE USED TO SUPPORT THE OBJECTIVES OF THE INSTITUTE OF PUBLIC SCHOLARSHIP AT THE DISCRETION OF THE KALAMAZOO EASTSIDE NEIGHBORHOOD ASSOCIATION | $300,000 |
| ECUMENICAL SENIOR CENTER | |||||||
| 702 N BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUILDING EXPANSION PROJECT - SECURING BUILDINGS/PROPERTY | $700,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | |||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EDISON NEIGHBORHOOD ASSOCIATION'S PROGRAMS, PROJECTS AND SERVICES | $40,000 |
| ERACCE | |||||||
| 810 RANKIN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | OPERATIONS SUPPORT AND CAPACITY BUILDING FOR ERACCE | $766,000 |
| JUSTICE FOR OUR NEIGHBORS - MICHIGAN | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49002 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS - MICHIGAN | $150,000 |
| FRIENDS WITH DISABILITIES | |||||||
| 251 NORTH ROSE STREET SUITE 200 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUILDING CONNECTIONS/PODCAST | $162,000 |
| GFM THE SYNERGY CENTER | |||||||
| 625 HARRISON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | MAY BE USED TO SUPPORT THE OBJECTIVES OF BE WELL BEAUTIFUL WOMAN AT THE DISCRETION OF GFM SYNERGY CENTER | $75,000 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GOODWILL LIFE GUIDES | $1,392,665 |
| HISPANIC AMERICAN COUNCIL INC | |||||||
| 930 LAKE ST A | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EL FUTURO DE NUESTRA COMUNIDAD: EDUCACION, EQUIDAD Y CULTURA (THE FUTURE OF OUR COMMUNITY: EDUCATION, EQUITY AND CULTURE) | $400,000 |
| INTEGRATED SERVICES OF KALAMAZOO | |||||||
| 418 W KALAMAZOO AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BRONSON HEALTHY LIVING CAMPUS SYSTEM OF CARE FACILITY EXPANSION | $3,000,000 |
| INTERACT OF MICHIGAN | |||||||
| 610 S BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KALAMAZOO COUNTY GENERAL OPERATIONAL SUPPORT | $90,000 |
| KALAMAZOO CENTER FOR YOUTH & COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | NONE | PUBLIC | PARADIGM SHIFT IN ACADEMIC SEL AND OUT-OF-SCHOO-TIME FOR VULNERABLE STUDENTS | $170,000 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $600,000 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT STREET SUITE 400 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EXPRESS WAYS 2 SUCCESS | $100,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE STREET | PORTAGE | MI | 49001 | NONE | PUBLIC | GROCERY PANTRY PROGRAM | $80,000 |
| KALAMAZOO PUBLIC LIBRARY | |||||||
| 315 S ROSE ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | ONEPLACE NONPROFIT CAPACITY BUILDING CENTER | $1,050,000 |
| KALAMAZOO PUBLIC SCHOOLS | |||||||
| 3410 LAIRD AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | KALAMAZOO PUBLIC SCHOOLS SOCIAL EMOTIONAL LEARNING CENTER AND DIRECTORS | $1,000,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | KALAMAZOO COUNTY TALKING IS TEACHING EARLY LITERACY CAMPAIGN | $40,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | SEEDS FOR SUCCESS | $600,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | KALAMAZOO VALLEY ACCELERATED ASSOCIATE PROGRAM | $1,139,904 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | |||||||
| 1126 GULL RD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | AFFORDABLE HOUSING SOLUTIONS | $100,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | MAY BE USED TO SUPPORT THE OBJECTIVES OF THE FATHERHOOD NETWORK AT THE DISCRETION OF KALAMAZOO YOUTH DEVELOPMENT NETWORK | $630,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | MAY BE USED TO SUPPORT THE OBJETIVES OF THE KALAMAZOO BLACK MALE ALLIANCE AT THE DISCRETION OF KALAMAZOO YOUTH DEVELOPMENT NETWORK | $100,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING YOUTH READY BY 21 | $296,800 |
| MICHIGAN IMMIGRANT RIGHTS CENTER | |||||||
| 350 E MICHIGAN AVE SUITE 315 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | LEGAL SERVICE FOR KALAMAZOO'S IMMIGRANT COMMUNITY | $500,000 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PATHWAYS TO SUCCESS | $276,667 |
| PORTAGE COMMUNITY OUTREACH CENTER | |||||||
| 325 E CENTRE AVE | PORTAGE | MI | 49002 | NONE | PUBLIC | PCC CAPACITY BUILDLING/CAPITAL IMPROVEMENTS | $25,000 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | HUB ONE | $2,679,396 |
| PUBLIC MEDIA WORKS INC | |||||||
| 359 SOUTH KALAMAZOO MALL SUITE 300 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | NARRATIVE CHANGE: MEDIA OF, BY, AND FOR BLACK KALAMAZOO | $762,241 |
| REACH SOBER LIVING INC | |||||||
| 5047 W MAIN ST 518 | KALAMAZOO | MI | 49009 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| SEEDING CHANGE (GREAT LAKES PEACE JAM) | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FOR GREAT LAKES PEACEJAM PROGRAM | $150,000 |
| SOUTHWEST CHILD CARE RESOURCES AND REFERRAL | |||||||
| 5250 LOVERS LANE LL 120 | PORTAGE | MI | 49002 | NONE | PUBLIC | EARLY CHILDHOOD EDUCATION APPRENTICESHIP PROGRAM | $132,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | MAY BE USED TO SUPPORT THE OBJECTIVES OF PARTNERS IN HOUSING TRANSITION AT THE DISCRETION OF ST. LUKE'S EPISCOPAL CHURCH | $135,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS UNMET DIAPERING NEEDS IN THE COMMUNITY | $50,000 |
| SUNNYSIDE UNITED METHODIST CHURCH | |||||||
| 2800 GULL ROAD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | FREE STORE OF KALAMAZOO: LEADERSHIP DEVELOPMENT WITH FIVE WOMEN OF COLOR | $203,715 |
| THE ARC COMMUNITY ADVOCATES | |||||||
| 814 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 34 WEST JACKSON STREET SUITE 4B | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | KALAMAZOO CONTINUUM OF CARE | $600,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE STE 100 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,099,770 |
| VIBRANT KALAMAZOO | |||||||
| 1523 RIVERVIEW DR SUITE A | KALAMAZOO | MI | 49004 | NONE | PUBLIC | EASTSIDE SQUARE: EAST MAIN COMMERCIAL CORRIDOR (1600 BLOCK) REDEVELOPMENT | $166,667 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | YWCA EDISON CHILDREN'S CENTER (PROGRAMMING AND CAPITAL) | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,043,819 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $845,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,891,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,737,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,737,381 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $9,870 | Amt |
| Net Investment Income | $4,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,935 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE & FIXTURES | PropertyDesc |
| Acquired | 2019-10-25 | AcquiredDt |
| Cost Or Other Basis | $17,572 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $628 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $4,841 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,510 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 240,036 SHS STRYKER CORPORATION | StockNm |
| EOY Book Value | $22,615,405 | EOYBookValueAmt |
| EOYFMV | $58,818,421 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,000,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,000,480 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $17,572 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,469 | AccumulatedDepreciationAmt |
| Book Value | $12,103 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $35,512 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,512 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECHNOLOGY | $2,197 | $0 | $0 | $2,197 |
| DUES AND MEMBERSHIPS | $30,638 | $0 | $0 | $30,638 |
| BANK FEES | $110 | $0 | $0 | $110 |
| MISCELLANEOUS | $335 | $0 | $0 | $335 |
| OFFICE SUPPLIES | $281 | $0 | $0 | $281 |
| FEES & LICENSES | $20 | $0 | $0 | $20 |
| INSURANCE | $8,623 | $0 | $0 | $8,623 |
| TELEPHONE & INTERNET | $6,465 | $0 | $0 | $6,465 |
| IRS COUNSEL USER FEE | $30,000 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR ADJUSTMENT TO STOCK BASIS | Desc |
| Amt | $17,529,075 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTINGTON BANK CREDIT CARD | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $159 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $436,951 | $218,476 | $0 | $218,475 |
| OTHER PROFESSIONAL SERVICES | $300 | $0 | $0 | $300 |
| ADMINISTRATIVE EXPENSES | $167,199 | $0 | $0 | $182,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $41,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |