JOHN AND JUDY SPOELHOF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDY SPOELHOF FOUNDATION (EIN 38-2492821)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-12
- IRS object ID
- 202041649349100009
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-12T08:32:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382492821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDY SPOELHOF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN VAN ZALEN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6164947400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE Suite 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SPOELHOF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6164947405 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI OLSEN | PreparerPersonNm |
| PTIN | P01379656 | 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 | $42,650,519 | 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 | $14,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,026 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $578,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $735,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,442,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $735,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,815,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,315,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $226,375 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,147 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $338,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,402,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,402,815 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,741,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,431,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,074,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,085,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $327,756 | CashBOYAmt |
| Cash EOY | $296,642 | CashEOYAmt |
| Cash EOYFMV | $296,642 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,901,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,158,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,229,979 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $98,225 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $99,152 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $99,152 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,245,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,465,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,401,096 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $619,618 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $623,650 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $20,573,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,639,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,650,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,573,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,639,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,573,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,639,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,573,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,639,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,573,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,074,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $991,062 | OtherIncreasesAmt |
| Subtotal | $34,639,074 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,639,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LA FLEUR - PUBLICLY TRADED | $4,109,920 | $3,952,977 | $156,943 | $156,943 | |
| GREENLEAF 2 #80017 - PUBLICLY TRADED | $1,987,979 | $1,987,979 | |||
| HAHN CAPITAL MGMT - PUBLICLY TRADED | $45 | $10 | $35 | $35 | |
| DISCIPLINED GROWTH INVEST. - PUBLICLY TRADED | $190,715 | $172,908 | $17,807 | $17,807 | |
| BAHL GAYNOR - PUBLICLY TRADED | $1,563,748 | $1,131,060 | $432,688 | $432,688 | |
| GREENLEAF CAMBIAR - PUBLICLY TRADED | $439,843 | $504,489 | -$64,646 | -$64,646 | |
| MERRILL - MATHEWS - PUBLICLY TRADED | $438,275 | $519,589 | -$81,314 | -$81,314 | |
| MERRILL - WINSLOW - PUBLICLY TRADED | $1,710,237 | $1,438,193 | $272,044 | $272,044 | |
| MISCELLANEOUS - PUBLICLY TRADED | $2,178 | $0 | $2,178 | $2,178 | |
| CAPITAL GAIN DIVIDENDS | $27 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $735,762 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,793,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,447,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,734,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,667,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067564 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,585,398 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,890,776 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112945 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,823,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,274,624 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,245,631 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,838,291 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057039 | DistributionYr5Rt |
| Total Distribution | 0.381242 | TotalDistributionRt |
| Average Distribution | 0.076248 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,901,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,356,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,856 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,367,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,431,635 | 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 | $10,856 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,856 | SubtotalAmt |
| Tax Based On Investment Income | $10,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,152 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $99,152 | TotalPaymentsAndCreditsAmt |
| Overpayment | $88,296 | OverpaymentAmt |
| Applied To ES Tax | $88,296 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN VAN ZALEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164947405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JUDITH SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | SECRETARY | 1.0 | $0 | $0 | $0 |
| SCOTT SPOELHOF | ||||||||
| 41 BAY MEADOWS DRIVE | HOLLAND | MI | 49424 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 490074713 | ASSET MANAGEMENT | $55,460 |
| VLMB GROUP | |||||
| 250 MONROE AVENUE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | ASSET MANAGEMENT | $107,914 |
| BAYSIDE CAPITAL MANAGEMENT | |||||
| 151 CENTRAL AVENUE SUITE 200 | HOLLAND | MI | 49423 | MANAGEMENT | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,862,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $509,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,372,119 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,372,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $470,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,901,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,545,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,545,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,856 | TotalTaxAmt |
| Distributable Before Adj | $1,534,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,534,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,534,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,431,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,431,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,856 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,420,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,534,221 | 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 Yr3 | $157,637 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $464,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $500,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,122,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,431,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,534,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $897,414 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,019,616 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,019,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $157,637 | ExcessFromYear3Amt |
| Excess From Year2 | $464,040 | ExcessFromYear2Amt |
| Excess From Year1 | $500,525 | ExcessFromYear1Amt |
| Excess From Current Year | $897,414 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN JUDY SPOELHOF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 70x7 LIFE RECOVERY | ||||||||
| 97 West 22nd Street | Holland | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| AUDIO SCRIPTURE MINISTRIES | ||||||||
| 760 Waverly Rd | Holland | MI | 49423 | NONE | PC | General Operations | $10,000 | |
| BENJAMIN'S HOPE | ||||||||
| 15468 Riley Street | Holland | MI | 49424 | NONE | PC | General Operations | $10,000 | |
| BOYS & GIRLS CLUB | ||||||||
| PO Box 2652 | Holland | MI | 49422 | NONE | PC | General Operations | $75,000 | 435 VanRaalte Ave |
| CALVIN COLLEGE | ||||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | NONE | PC | General Operations | $655,771 | |
| CAMP GENEVA | ||||||||
| 3995 N Lakeshore Dr | Holland | MI | 49424 | NONE | PC | General Operations | $25,000 | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 Union Street | Holland | MI | 49424 | NONE | PC | General Operations | $15,000 | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE STREET 175 | Zeeland | MI | 49464 | NONE | PC | General Operations | $2,500 | |
| COMMUNITY ACTION HOUSE | ||||||||
| 345 West 14th Street | Holland | MI | 49423 | NONE | PC | General Operations | $8,000 | |
| COMMUNITY FOUNDATION OF THE HOLLANDZEELAND | ||||||||
| 85 EAST 8TH STREET STE 110 | Holland | MI | 49423 | NONE | PC | General Operations | $5,500 | |
| COMPASSIONATE HEART MINISTRIES | ||||||||
| 404 CENTERSTONE COURT | Zeeland | MI | 49464 | NONE | PC | General Operations | $27,500 | |
| CRITTER BARN | ||||||||
| 9275 Adams St | Zeeland | MI | 49464 | NONE | PC | General Operations | $30,000 | |
| DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NE MC-4 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $20,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 State Street | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G Street NW | Washington | DC | 20001 | NONE | PC | General Operations | $20,000 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PC | General Operations | $20,000 | |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 East 8th Street Suite 25 | Holland | MI | 49423 | NONE | PC | General Operations | $4,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $15,000 | |
| HOLLAND DEACONS CONFERENCE | ||||||||
| 224 WEST 30TH STREET | Holland | MI | 49423 | NONE | PC | General Operations | $45,000 | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 W 26TH STREET | Holland | MI | 49423 | NONE | PC | General Operations | $6,000 | |
| HOLLAND HOSPITAL FUND DEVELOPMENT | ||||||||
| 602 MICHIGAN AVE | Holland | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| HOLLAND RESCUE MISSION | ||||||||
| 356 Fairbanks Avenue | Holland | MI | 49423 | NONE | PC | General Operations | $15,000 | |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO Box 2685 | Holland | MI | 494222685 | NONE | PC | General Operations | $5,000 | |
| HOMECOR | ||||||||
| 96 W 15TH STREET SUITE 301 | HOLLAND | MI | 49423 | NONE | PC | General Operations | $12,500 | |
| JUBILEE MINISTRIES | ||||||||
| 96 W 15th St | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| KIDS HOPE USA | ||||||||
| 201 W Washington Ave Suite 20 | Zeeland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| LAKESHORE PREGNANCY CENTER | ||||||||
| 339 South River Avenue | Holland | MI | 49423 | NONE | PC | General Operations | $3,000 | |
| LIVING ON THE EDGE | ||||||||
| PO Box 3007 | Suwanee | GA | 300240987 | NONE | PC | General Operations | $17,500 | |
| LUKE SOCIETY | ||||||||
| 3409 Gateway Boulevard Suite 1000 | Sioux Falls | SD | 571061555 | NONE | PC | General Operations | $78,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 West Main Street | Midland | MI | 48640 | NONE | PC | General Operations | $10,000 | |
| MEIJER GARDENS FOUNDATION | ||||||||
| 2929 Waker NW | Grand Rapids | MI | 49544 | NONE | PC | General Operations | $5,000 | |
| MOODY RADIO | ||||||||
| 3764 84th Ave Box 40 | Zeeland | MI | 49464 | NONE | PC | General Operations | $13,000 | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| A-4214 56th Street | Holland | MI | 49423 | NONE | PC | General Operations | $50,000 | |
| PARTNERS WORLD WIDE | ||||||||
| 6139 TAHOE DR SE | Grand Rapids | MI | 49406 | NONE | PC | General Operations | $22,500 | |
| RESTHAVEN CARE CENTER | ||||||||
| 948 WASHINGTON AVENUE | HOLLAND | MI | 49423 | NONE | PC | General Operations | $25,000 | |
| VAN ANDEL INSTITUTE-HOPE ON THE HILL | ||||||||
| 333 Bostwick NE | Grand Rapids | MI | 49503 | NONE | SO III FI | General Operations | $15,000 | |
| WINGS OF MERCY | ||||||||
| 100 Pine Street Suite 393 | zeeland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| YOUNG LIFE | ||||||||
| 96 West 15th Street Suite 208 | Holland | MI | 494234916 | NONE | PC | General Operations | $12,500 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | none | PC | General Operations | $571,044 | |
| CALVIN SEMINARY | ||||||||
| 3233 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| DAVENPORT UNIVERSITY FOUNDATION | ||||||||
| 6191 KRAFT AVENUE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| HUNGRY FOR CHRIST | ||||||||
| PO BOX 71 | HAMILTON | MI | 49419 | NONE | PC | GENERAL OPERATIONS | $3,000 | |
| WINNING AT HOME | ||||||||
| 300 south state street suite 13 | zeeland | MI | 49464 | NONE | PC | GENERAL OPERATIONS | $17,500 | |
| CAFE OF LIFE INC | ||||||||
| PO BOX 367794 | BONITA SPRINGS | FL | 34136 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| ENGEDI CHURCH | ||||||||
| 710 CHICAGO DRIVE 100 | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| FAITH HOSPICE | ||||||||
| 2100 RAYBROOK SE SUITE 300 | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| MOBILITY WORLDWIDE WEST MICHIGAN | ||||||||
| 3365 JOHN F DONNELLY DRIVE | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $7,500 | |
| READY FOR SCHOOL | ||||||||
| 268 E 8th Street | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN STREET NE MC004 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATIONS | $225,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 3940 PENINSULAR DRIVE SE SUITE 180 | GRAND RAPIDS | MI | 495466107 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| BETHANY CHRISTIAN SERVICES | ||||||||
| 901 EASTERN AVE SE | GRAND RAPIDS | MI | 495010294 | NONE | PC | GENERAL OPERATIONS | $10,000 | PO BOX 294 |
| NEW HORIZONS OF SW FL | ||||||||
| PO BOX 111833 | NAPLES | FL | 34108 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| RENEW THERAPEUTIC RIDING | ||||||||
| 4271 60TH STREET | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $77,500 | |
| SALVATION ARMY | ||||||||
| 104 CLOVER | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $5,500 | |
| ALL BELONG | ||||||||
| 4340 BURLINGAME | WYOMING | MI | 49509 | NONE | PC | General Operations | $6,000 | |
| CAMP SUNSHINE | ||||||||
| 665 136TH AVENUE | HOLLAND | MI | 49424 | NONE | PC | General Operations | $2,500 | |
| ESCAPE MINISTRIES | ||||||||
| 202 EAST 32ND STREET | HOLLAND | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| FORGOTTEN MAN MINISTRIES | ||||||||
| 3940 FRUIT RIDGE AVENUE NW | GRAND RAPIDS | MI | 495449902 | NONE | PC | General Operations | $5,000 | |
| GLOBAL LEADERSHIP NETWORK | ||||||||
| PO BOX 3188 | BARRINGTON | IL | 600113188 | NONE | PC | General Operations | $10,000 | |
| GRAND VALLEY UNIVERSITY | ||||||||
| 301 MICHIGAN STREET NE SUITE 100 | GRAND RAPIDS | MI | 49501 | NONE | PC | General Operations | $50,000 | |
| HOLLAND CHRISTIAN CHAMPS | ||||||||
| 950 OTTAWA AVENUE | HOLLAND | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| HOLLAND HOSPITAL FOUNDATION | ||||||||
| 602 MICHIGAN AVENUE | HOLLAND | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| LAKESHORE NONPROFIT ALLIANCE | ||||||||
| 96 W 15TH STREET SUITE 105 | HOLLAND | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| MISSION PARTNERS INDIA | ||||||||
| PO BOX 168 | ZEELAND | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| TODAY IN THE WORD | ||||||||
| 820 N LASALLE BOULEVARD | CHICAGO | IL | 49423 | NONE | PC | General Operations | $1,000 | |
| UNITED WAY OF BONITA BAY | ||||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | NONE | PC | General Operations | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,402,815 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,026 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,144 | 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 | $735,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,315,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,315,932 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | INVEST IV PARTNERS LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,640 | Amt |
| Net Investment Income | $1,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,820 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAFLEUR FIXED (SEE ATTACHED) | BondNm |
| EOY Book Value | $619,618 | EOYBookValueAmt |
| EOYFMV | $623,650 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GREENLEAF 1 (SEE ATTACHED) | $5,158,971 | $6,726,455 |
| GREENLEAF 2 (SEE ATTACHED) | $392,334 | $500,003 |
| WINSLOW (SEE ATTACHED) | $4,611,304 | $6,000,459 |
| BAHL GAYNOR (SEE ATTACHED) | $10,251,739 | $14,455,099 |
| GREENLEAF DGI (SEE ATTACHED) | $2,950,586 | $3,618,851 |
| LAFLEUR FIXED (SEE ATTACHED) | $100,161 | $100,229 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc |
|---|
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| RENTAL INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
| OTHER INVESTMENT INCOME/LOSS |
| ROYALTIES |
| CAPITAL GAIN/LOSS FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTIONS | Desc |
| Amt | $991,062 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES - BAHL GAYNOR | $82,979 | $82,979 | |
| FEES - WINSLOW | $24,936 | $24,936 | |
| FEES - GREENLEAF #1 | $22,808 | $22,808 | |
| FEES - GREENLEAF #2 | $7,435 | $7,435 | |
| FEES - GREENLEAF #5 | $47 | $47 | |
| FEES - BAYSIDE CAPITAL MGMT | $90,000 | $63,000 | $27,000 |
| FEES - DGI | $22,295 | $22,295 | |
| FEES - CAMBIAR | $1,667 | $1,667 | |
| FEES - MATTHEWS | $771 | $771 | |
| FEES - LAFLEUR FIXED | $437 | $437 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX ON NII | $79,073 | |
| FOREIGN TAXES - DGI | $464 | $464 |
| FOREIGN TAXES - WINSLOW | $112 | $112 |
| FOREIGN TAXES - CAMBIAR | $1,571 | $1,571 |