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WING SHADOW FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WING SHADOW FOUNDATION (EIN 47-3957199)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202123159349103642
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T21:30:34-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473957199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wing Shadow FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JIM ROSLONIECInCareOfNm
Business Name ControlWINGBusinessNameControlTxt
Phone6169575823PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 ADA DR SE Suite 301AddressLine1Txt
CityADACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNAN VAN ANDELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6169575823PhoneNum
Signature2021-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANPersonFirstNm
Person LastVAN ANDELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL FULLERPreparerPersonNm
PTINP00238135PTIN
Phone6167747000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,082,439FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,300,632ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,168InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,327,520DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,335,564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,261,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,881,742GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,268,580CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$200,000IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$6,241OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$48,897,749TotalRevAndExpnssAmt
Total Net Invst Incm$18,606,312TotalNetInvstIncmAmt
Total Adj Net Incm$200,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$14,486AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,243AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,243AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$108,688OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$108,688OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$150,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52,798TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19,704OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$19,704OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$292,878TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$168,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,947TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,714,968ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,714,968ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,007,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$168,729TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,741,915TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,889,903ExcessRevenueOverExpensesAmt
Net Investment Income$18,437,583NetInvestmentIncomeAmt
Adjusted Net Income$200,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,158,966CashBOYAmt
Cash EOY$7,849,458CashEOYAmt
Cash EOYFMV$7,849,458CashEOYFMVAmt
Corporate Stock BOY$38,023,062CorporateStockBOYAmt
Corporate Stock EOY$48,822,605CorporateStockEOYAmt
Corporate Stock EOYFMV$60,937,978CorporateStockEOYFMVAmt
Other Investments BOY$14,807,827OtherInvestmentsBOYAmt
Other Investments EOY$21,113,914OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,295,003OtherInvestmentsEOYFMVAmt
Total Assets BOY$53,989,855TotalAssetsBOYAmt
Total Assets EOY$77,785,977TotalAssetsEOYAmt
Total Assets EOYFMV$92,082,439TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$53,989,855RetainedEarningBOYAmt
Retained Earning EOY$77,785,977RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$53,989,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$77,785,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,989,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$77,785,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,989,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,889,903ExcessRevenueOverExpensesAmt
Other Increases$200,000OtherIncreasesAmt
Subtotal$95,079,758SubtotalAmt
Other Decreases$17,293,781OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$77,785,977TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES LT$40,796,609$23,457,863$17,338,746$17,338,746
PUBLICLY TRADED SECURITIES ST$5,047,436$5,155,299-$107,863-$107,863
CAPITAL GAIN DIVIDENDS$37,697P
CAPITAL GAIN DIVIDENDS$37,697P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,268,580CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$256,282InvestmentIncomeExciseTaxAmt
Subtotal$256,282SubtotalAmt
Tax Based On Investment Income$256,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$199,455EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$299,455TotalPaymentsAndCreditsAmt
Overpayment$43,173OverpaymentAmt
Applied To ES Tax$43,173AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JIM ROSLONIECBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6169575823PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1660 ADA DRIVE SUITE 301AddressLine1Txt
CityADACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NAN VAN ANDEL
660 ADA DR SEADAMI49301PRESIDENT1.0$0$0$0
JAMES ROSLONIEC
660 ADA DR SEADAMI49301TREASURER1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14449 EASTON WAY SUITE 300AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43219ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT FEESServiceTypeTxt
Compensation$108,688CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,502,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,722,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$71,225,734TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$71,225,734AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,068,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$70,157,348NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,507,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,507,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$256,282TaxBasedOnInvestmentIncomeAmt
Total Tax$256,282TotalTaxAmt
Distributable Before Adj$3,251,585DistributableBeforeAdjAmt
Recoveries Qualfied Distri$200,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,451,585DistributableBeforeDedAmt
Distributable As Adjusted$3,451,585DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,741,915ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$7,741,915QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$185,821PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,556,094AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,451,585DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$17,020ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$453,344ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,019,125ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,489,489TotalExcessDistributionCyovAmt
Qualifying Distributions$7,741,915QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$3,451,585AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,290,330RemainingDistriFromCorpusAmt
Total Corpus$6,779,819TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,779,819ExcessDistriCyovToNextYrAmt
Excess From Year4$17,020ExcessFromYear4Amt
Excess From Year3$453,344ExcessFromYear3Amt
Excess From Year1$2,019,125ExcessFromYear1Amt
Excess From Current Year$4,290,330ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAN VAN ANDELContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRU
2001 WEST PLANO PARKWAY SUITE 2400PLANOTX75075NONEPCGENERAL OPERATING$1,600,000
WORLD MISSIONARY PRESS
PO BOX 120NEW PARISIN46553NONEPCGENERAL OPERATING$330,000
OPEN DOORS WITH BROTHER ANDREW
PO BOX 27001SANTA ANACA92799NONEPCGENERAL OPERATING$1,462,152
GLOBAL AID INC
6915 CHESTER OAK DRHOUSTONTX77083NONEPCGENERAL OPERATING$987,000
ONE MISSION
1 N 1ST ST 612PHOENIXAZ85004NONEPCGENERAL OPERATING$457,840
3XM
211 BAY BREEZE LANEHOLLANDMI49424NONEPCGENERAL OPERATING$388,476
BIBLE LEAGUE
1 BIBLE LEAGUE PLAZACRETEIL60417NONEPCGENERAL OPERATING$700,000
CROSSROADS PRISON MINISTRIES
PO BOX 900GRAND RAPIDSMI45509NONEPCGENERAL OPERATING$550,000
MERCY INC
PO BOX 20012KEIZEROR97307NONEPCGENERAL OPERATING$800,000
LUKE SOCIETY
3409 S GATEWAY BLVDSIOUX FALLSSD57106NONEPCGENERAL OPERATING$439,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,714,968TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,168ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,327,520ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,261,188ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion41ExclusionCd
Exclusion$6,241ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,597,117ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,597,117TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNAN E VAN ANDELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1660 ADA DR SUITE 301AddressLine1Txt
CityADACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,300,632TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS SHARES OF PUBLICLY TRADED SECURITIES - SEE ATTACHED$20,013,7342020-01-21
2VARIOUS SHARES OF PUBLICLY TRADED SECURITIES - SEE ATTACHED$10,286,8982020-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEES - BDOCategoryTxt
Amt$14,486Amt
Net Investment Income$7,243NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,243DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PUBLICLY TRADED SECURITIES
(SEE ATTACHED)$48,822,605$60,937,978

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS (SEE ATTACHED)AT COST$11,740,168$12,098,801
ALTERNATIVE INVESTMENTS
(SEE ATTACHED)AT COST$9,373,746$11,196,202

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS DIFF ON CONTRIBUTED SECURITIESDesc
Amt$17,293,781Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SERVICE FEES$19,674$19,674
POSTAGE$30$30

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$6,241RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$200,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$108,688Amt
Net Investment Income$108,688NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$150,000
FOREIGN TAXES$52,798