DOROTHY U DALTON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY U DALTON FOUNDATION INC (EIN 38-2240062)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202003119349100515
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T09:48:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | 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 | 382240062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY U DALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GREENLEAF TRUST 211 S ROSE ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD N KILGORE | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON J DURANT CPA | PreparerPersonNm |
| PTIN | P00286749 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2020-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.92.42.127 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 16:56:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7249F3089E2CF0E53CA80B2F0873EEFC1CB21E1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,545,865 | 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 |
| Interest On Sav Rev And Expnss | $69,852 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,852 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $650,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $650,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,230,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,103 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,057,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,057,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,805 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,805 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,697 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,089 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,448 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,737,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,737,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,953,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,771,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$895,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $876,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,113 | CashBOYAmt |
| Cash EOY | $4,613 | CashEOYAmt |
| Cash EOYFMV | $4,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,262,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,586,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,586,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,141 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,108 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,141 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,141 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,805,253 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,262,390 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,326,246 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,023,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,730,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,489,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,363,550 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,382,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,444,812 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,412,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,992,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,659,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,889,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,993,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,545,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,119,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,119,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,769,803 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,874,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,889,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,993,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,889,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,993,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,889,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$895,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,993,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,993,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,192,175 | $3,893,054 | $299,121 | $299,121 | |
| CAPITAL GAINS DIVIDENDS | $37,982 | $37,982 | $37,982 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,672,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,265,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,659,673 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,132,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,635,878 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,494,350 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,791,637 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,958,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052760 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,118,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,377,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059872 | DistributionYr5Rt |
| Total Distribution | 0.263464 | TotalDistributionRt |
| Average Distribution | 0.052693 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,393,901 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,812,318 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,760 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,821,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,771,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,145 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,145 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $157 | EsPenaltyAmt |
| Overpayment | $4,468 | OverpaymentAmt |
| Applied To ES Tax | $4,468 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | RN KILGORE GREENLEAF TRUST | IndividualWithBooksNm |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY K JOLLIFFE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD N KILGORE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY, TREASURER & DIR | 4.00 | $0 | $0 | $0 |
| JAY GARSIDE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH A JOHANSSON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RACHEL WORGESS | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENLEAF TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $180,697 | CompensationAmt |
| 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 | $31,570,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,347,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,917,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,917,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $523,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,393,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,719,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,719,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,520 | TotalTaxAmt |
| Distributable Before Adj | $1,702,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,702,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,702,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,771,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,771,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,771,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,702,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $421,509 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,487 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,817 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $690,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,771,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,702,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,578 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $760,494 | 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 | $421,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $338,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,103 | ExcessFromYear4Amt |
| Excess From Year3 | $90,487 | ExcessFromYear3Amt |
| Excess From Year2 | $58,817 | ExcessFromYear2Amt |
| Excess From Current Year | $69,578 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD N KILGORE GREENLEAF TRUST | 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 | APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION AND BUDGET OF THE PROJECT OR PROGRAM THAT THE GRANT IS INTENDED TO FUND. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE BOARD MEETS TO ACT ON APPLICATIONS IN JUNE, SEPTEMBER AND DECEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS OR LOANS WILL BE GIVEN TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AACORN FARM INC | ||||||
| 2016 N 5TH ST | KALAMAZOO | MI | 49009 | PC | GENERAL SUPPORT | $10,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | ||||||
| 359 S BURDICK ST STE 203 | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $12,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | ||||||
| 359 S BURDICK ST STE 203 | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $500 |
| BACH FESTIVAL SOCIETY | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | GENERAL SUPPORT | $3,000 |
| BALLET ARTS ENSEMBLE INC | ||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | PC | 2019 SPRING CONCERT | $4,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | PC | ONE-TO-ONE MENTORING | $10,000 |
| BLACK ARTS & CULTURAL CENTER | ||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $10,000 |
| BOY SCOUTS OF AMERICA SOUTHERN SHORES | ||||||
| 3497 S 9TH STREET | KALAMAZOO | MI | 49009 | PC | STAFF AND VOLUNTEER TRAINING PROGRAM - KALAMAZOO COUNTY | $5,000 |
| BOYS & GIRLS CLUBS OF GREATER KALAMAZOO | ||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | PC | DOUGLAS UNIT OPERATIONS | $45,000 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | PC | NICU PORTABLE ULTRASOUND | $20,000 |
| BUILDING BLOCKS OF KALAMAZOO | ||||||
| 1822 W MILHAM AVE STE 4 | PORTAGE | MI | 49024 | PC | GENERAL SUPPORT | $5,000 |
| CAN-DO KITCHEN | ||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | PC | OPERATIONS | $5,000 |
| CENTER STAGE THEATRE | ||||||
| 2107 N 26TH ST | KALAMAZOO | MI | 49048 | PC | 2019 WIZARD OF OZ | $2,500 |
| CITY OF PORTAGE | ||||||
| 7900 S WESTNEDGE AVE | PORTAGE | MI | 49002 | PC | PORTAGE COMMUNITY SENIOR CENTER | $75,000 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PC | ADDICTION TREATMENT SUPPORT | $50,000 |
| COMMUNITY HOMEWORKS | ||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PC | AFFORDABLE SUSTAINABILITY FOR LOW INCOME HOUSING | $10,000 |
| CONSTANCE BROWN HEARING & SPEECH CENTER | ||||||
| 4855 W CENTRE AVE | PORTAGE | MI | 49024 | PC | UNIVERSAL NEWBORN HEARING SCREENING | $10,000 |
| DISABILITY NETWORK OF SOUTHWEST MICHIGAN | ||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | PC | INDEPENDENT LIVING PROGRAM | $5,000 |
| DOUGLAS COMMUNITY ASSOCIATION | ||||||
| 1000 W PATERSON STREET | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $25,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | ||||||
| 816 WASHINTON AVE | KALAMAZOO | MI | 49001 | PC | GENERAL SUPPORT | $10,000 |
| FAMILY & CHILDREN SERVICES | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PC | TRUSTEE DIRECTED | $500 |
| FARMERS ALLEY THEATRE INC | ||||||
| 700 MALL DRIVE | PORTAGE | MI | 49024 | PC | THEATRE FOR YOUNG AUDIENCES PROGRAM | $2,500 |
| FIRST DAY SHOE FUND | ||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | PC | GENERAL SUPPORT | $5,000 |
| FONTANA CHAMBER ARTS | ||||||
| 359 S BURDICK ST SUITE 200 | KALAMAZOO | MI | 49007 | PC | OUTREACH AND EDUCATIONAL PROGRAMS | $5,000 |
| GIRL SCOUTS HEART OF MICHIGAN | ||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | PC | TRACTOR IMPLEMENTS | $15,000 |
| GLASS ART KALAMAZOO | ||||||
| 326 W KALAMAZOO AVE 100 | KALAMAZOO | MI | 49007 | PC | HOT SHOP SAFETY UPGRADE | $3,000 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | ||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | PC | ADULT EDUCATION AND TRAINING PROGRAM | $15,000 |
| HOSPICE CARE OF SOUTHWEST MI | ||||||
| 222 N KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $500 |
| HOUSING RESOURCES INC | ||||||
| 420 E ALCOTT ST 200 | KALAMAZOO | MI | 49001 | PC | GENERAL SUPPORT | $30,000 |
| IRVING S GILMORE INT'L KEYBOARD FESTIVAL | ||||||
| 359 S BURDICK ST SUITE 101 | KALAMAZOO | MI | 49007 | PC | 2018-2019 FESTIVAL PROGRAMS | $15,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | 2019 STRING COMPETITION JUDGES | $4,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED | $500 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN | ||||||
| 2775 W DICKMAN RD H3 | SPRINGFIELD | MI | 49037 | PC | STRENGTHENING FINANCIAL CAPACITY | $3,000 |
| KAIROS DWELLING | ||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO CENTER FOR YOUTH AND COMMUNITY | ||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | PC | EASTSIDE YOUTH ACADEMICS 2019-2020 | $10,000 |
| KALAMAZOO CIVIC THEATER | ||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT 2019-2020 | $150,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | FESTIVAL PLAYHOUSE | $40,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | STETSON CHAPEL RENOVATION 1 OF 2 | $75,000 |
| KALAMAZOO COUNTY READY 4S | ||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $20,000 |
| KALAMAZOO GAY LESBIAN RESOURCE CENTER | ||||||
| 340 S ROSE ST | KALAMAZOO | MI | 49007 | PC | SURVIVING, LIVING, THRIVING PROGRAM | $4,000 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 N BURDICK ST | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED | $500 |
| KALAMAZOO IN BLOOM | ||||||
| PO BOX 20178 | KALAMAZOO | MI | 49019 | PC | COMMUNITY PLANTINGS | $5,000 |
| KALAMAZOO INSTITUTE OF ARTS | ||||||
| 314 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PC | KIA YOUTH EDUCATION PROGRAMS | $25,000 |
| KALAMAZOO JUNIOR SYMPHONY | ||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | PC | YOUTH ORCHESTRA TRAINING PROGRAM AND OUTREACH | $4,000 |
| KALAMAZOO LITERACY COUNCIL | ||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | PC | 2019 EVERYONE NEEDS TO READ | $5,000 |
| KALAMAZOO LOAVES AND FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO PUBLIC LIBRARY | ||||||
| 315 S ROSE ST | KALAMAZOO | MI | 49007 | PC | ONEPLACE PROGRAMS AND SERVICES | $17,500 |
| KALAMAZOO SYMPHONY ORCHESTRA | ||||||
| 359 S BURDICK ST SUITE 100 | KALAMAZOO | MI | 49007 | PC | ARTISTS IN RESIDENCE PROGRAM | $20,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | ||||||
| 359 S BURDICK ST SUITE 100 | KALAMAZOO | MI | 49007 | PC | OPERATING EXPENSES 2019-2020 | $150,000 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | PC | HOUSING SOLUTIONS FOR LOW INCOME FAMILIES | $20,000 |
| LOCAL INITIATIVES SUPPORT CORP | ||||||
| 201 W KALAMAZOO AVE 310 | KALAMAZOO | MI | 49007 | PC | LISC NEIGHBORHOOD REVITALIZATION | $25,000 |
| MAKE A WISH FOUNDATION OF MICHIGAN | ||||||
| 7600 GRAND RIVER AVENUE STE 175 | BRIGHTON | MI | 48114 | PC | KALAMAZOO-WISH GRANTING PROGRAM | $6,000 |
| MICHIGAN FESTIVAL OF SACRED MUSIC | ||||||
| PO BOX 50566 | KALAMAZOO | MI | 49005 | PC | GENERAL SUPPORT | $2,500 |
| MINISTRY WITH COMMUNITY | ||||||
| 440 N CHURCH STREET | KALAMAZOO | MI | 49007 | PC | DROP-IN MEALS PROGRAM | $30,000 |
| MRC INDUSTRIES INC | ||||||
| 2538 S 26TH ST | KALAMAZOO | MI | 49048 | PC | GENERAL SUPPORT | $50,000 |
| MSU WK KELLOGG BIRD SANCTUARY | ||||||
| 12685 EAST C AVENUE | AUGUSTA | MI | 49012 | PC | W.K. KELLOGG BIRD SANCTUARY | $75,000 |
| NEW YEAR'S FEST | ||||||
| 346 W MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | 2019-2020 NEW YEAR'S FEST | $10,000 |
| OPEN DOORS KALAMAZOO | ||||||
| 1141 S ROSE ST 3 | KALAMAZOO | MI | 49001 | PC | GENERAL SUPPORT | $25,000 |
| OPEN ROADS BIKE PROGRAM | ||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | PC | EARN A BIKE PROGRAM | $4,000 |
| PARKS FOUNDATION OF KALAMAZOO COUNTY | ||||||
| 3299 GULL RD | KALAMAZOO | MI | 49048 | PC | KALAMAZOO RIVER VALLEY TRAIL PROJECT | $25,000 |
| PRETTY LAKE VACATION CAMP | ||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | PC | CAMPER SUPPORT PROGRAM | $20,000 |
| READ AND WRITE KALAMAZOO | ||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PC | RAWK BUILDING CAPACITY | $12,000 |
| RENAISSANCE ENTERPRISES CO | ||||||
| 901 LAY BLVD | KALAMAZOO | MI | 49001 | PC | LIVE ARTS FOR CONFINED SENIORS AND VETERANS | $2,500 |
| SHERMAN LAKE YMCA | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $1,000 |
| SHERMAN LAKE YMCA | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | 25TH ANNIVERSARY - OUTDOOR CENTER | $75,000 |
| SLD CENTER | ||||||
| 5250 LOVERS LANE SUITE LL100 | KALAMAZOO | MI | 49002 | PC | GENERAL SUPPORT | $10,000 |
| SPECIAL OLYMPICS MICHIGAN | ||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | PC | KALAMAZOO PARTICIPANTS - SPECIAL OLYMPICS AT WMU | $5,000 |
| SW MICHIGAN MIRACLE LEAGUE | ||||||
| 3205 WOODHAMS AVE | PORTAGE | MI | 49002 | PC | SW MI MIRACLE FIELD DEVELOPMENT | $50,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | ||||||
| 409 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | ANNUAL CAMPAIGN | $60,000 |
| URBAN ALLIANCE INC | ||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | PC | TRUSTEE DIRECTED | $1,000 |
| VIBRANT KALAMAZOO | ||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | PC | EASTSIDE GATEWAY PROJECT | $25,000 |
| WELLSPRING CORI TERRY & DANCERS | ||||||
| 359 S KALAMAZOO MALL 204 | KALAMAZOO | MI | 49007 | PC | OUTREACH PROGRAMS | $3,500 |
| WEST MICHIGAN CANCER CENTER | ||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $500 |
| WEST MICHIGAN CANCER CENTER | ||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | PC | PATIENT CARE SERVICES PROGRAM | $7,500 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | EDISON CHILDREN'S CENTER CAMPAIGN | $75,000 |
| YMCA | ||||||
| 912 N BURDICK ST | KALAMAZOO | MI | 49007 | PC | YMCA PROGRAMS | $50,000 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | SEXUAL ASSUALT & VIOLENCE | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,737,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DISABILITY NETWORK OF SOUTHWEST MICHIGAN | ||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | PC | INDEPENDENT LIVING PROGRAM | $5,000 |
| KALAMAZOO JUNIOR SYMPHONY | ||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | PC | COMPREHENSIVE EARLY YOUTH PROGRAM | $5,000 |
| BOYS & GIRLS CLUBS OF GREATER KALAMAZOO | ||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | PC | DOUGLAS UNIT OPERATIONS | $45,000 |
| COMMUNITY HOMEWORKS | ||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PC | AFFORDABLE SUSTAINABILITY PROJECT | $10,000 |
| SPECIAL OLYMPICS MICHIGAN | ||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | PC | KALAMAZOO PARTICIPANTS - SPECIAL OLYMPICS AT WMU | $5,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | ||||||
| 409 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | ANNUAL CAMPAIGN | $60,000 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | EDISON CHILDREN'S CENTER | $75,000 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | PC | HOUSING SOLUTIONS FOR LOW INCOME FAMILIES | $20,000 |
| OPEN ROADS BIKE PROGRAM | ||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | PC | EARN A BIKE PROGRAM | $4,000 |
| SHERMAN LAKE YMCA | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | OUTDOOR CENTER | $75,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | 2020 STULLBERG INT'L STRING COMPETITION FEES FOR COMPETITION ADJUDICATORS | $4,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | STETSON CHAPEL RENOVATION | $75,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | ||||||
| 816 WASHINTON AVE | KALAMAZOO | MI | 49001 | PC | PROGRAMS & PROJECTS | $10,000 |
| IRVING S GILMORE INT'L KEYBOARD FESTIVAL | ||||||
| 359 S BURDICK ST SUITE 100 | KALAMAZOO | MI | 49007 | PC | GILMORE KEYBOARD FESTIVAL | $15,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | FESTIVAL PLAYHOUSE | $40,000 |
| WELLSPRING CORI TERRY & DANCERS | ||||||
| 359 S KALAMAZOO MALL 204 | KALAMAZOO | MI | 49007 | PC | OUTREACH PROGRAMS | $3,500 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | SEXUAL ASSAULT PROGRAM | $75,000 |
| FIRST DAY SHOE FUND | ||||||
| 6750 CHIME STREET | KALAMZOO | MI | 49009 | PC | SHOE DISTRIBUTION 2020 | $5,000 |
| GIRL SCOUTS HEART OF MICHIGAN | ||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | PC | NETWORK REFRESH | $15,000 |
| KAIROS DWELLING | ||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | PC | 2020 OPERATIONAL EXPENSES | $25,000 |
| BALLET ARTS ENSEMBLE INC | ||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | PC | SPRING CONCERT 2020 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $575,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,852 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,103 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,057,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,057,614 | 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 | ACCOUNTING & TAX SERVICES - PLANTE & MORAN, PLLC | CategoryTxt |
| Amt | $9,610 | Amt |
| Net Investment Income | $4,805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,805 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC 3.450% 10/01/20 | $151,554 | $151,719 |
| APPLE INC 2.8500% 05/06/21 | $150,761 | $152,314 |
| AT&T INC 2.6250% 12/01/22 | $98,455 | $101,544 |
| BOEING CO 1.650% 10/30/20 | $150,233 | $149,671 |
| BURLINGTON NORTHN SANTA FE 3.400% 09/01/24 | $99,096 | $105,777 |
| CHEVRON CORP 3.1910% 06/24/23 | $126,549 | $130,133 |
| COMCAST CORP NEW 1.625% 01/15/22 | $149,688 | $149,627 |
| DISNEY WALT CO MTNS BE 2.450% 03/04/22 | $99,944 | $101,425 |
| DR PEPPER SNAPPLE GROUP INC 2.700% 11/15/22 | $148,268 | $151,448 |
| DUKE ENERGY CORP NEW 3.050% 08/15/22 | $99,912 | $102,309 |
| EOG RES INC 2.450% 04/01/20 | $150,379 | $150,094 |
| JP MORGAN CHASE & CO 3.200% 06/15/26 | $140,625 | $156,724 |
| REPUBLIC SERVICES INC 2.900% 07/01/26 | $93,393 | $102,456 |
| SOUTHERN PWR CO 2.375% 06/01/20 | $148,035 | $150,159 |
| UNITED TECHNOLOGIES CORP 3.100% 06/01/22 | $153,855 | $153,906 |
| UNITEDHEALTH GROUP INC 3.100% 03/15/26 | $48,201 | $52,375 |
| WAL-MART STORES INC 2.550% 04/11/23 | $125,239 | $127,717 |
| WASTE MANAGEMENT INC 3.125% 03/01/25 | $97,250 | $104,500 |
| WELLS FARGO CO MTN BE 2.550% 12/07/20 | $150,656 | $150,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC | $61,015 | $89,846 |
| ALPHABET INC. CL C | $133,735 | $213,923 |
| AMAZON.COM INC | $90,025 | $110,870 |
| AMERCIAN TOWER CORP | $69,887 | $152,830 |
| APPLE INC | $27,569 | $132,436 |
| BERKSHIRE HATHAWAY CL B | $234,653 | $263,193 |
| BOOKING HOLDINGS INC | $117,613 | $129,385 |
| CANADIAN PACIFIC RAILWAY LTD | $114,661 | $196,312 |
| CITIGROUP INC | $112,232 | $160,579 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $72,242 | $78,889 |
| COLGATE-PALMOLIVE CO | $78,177 | $78,478 |
| DANAHER CORP | $45,097 | $102,832 |
| DOLLAR GENERAL CORP | $64,947 | $146,621 |
| EDWARDS LIFESCIENCES CORP | $38,767 | $115,479 |
| FACEBOOK INC CL A | $173,416 | $186,778 |
| HONEYWELL INTERNATIONAL INC | $92,195 | $171,690 |
| LABORATORY CORP OF AMERICA HOLDINGS | $77,799 | $84,585 |
| MICROSOFT CORPORATION | $100,202 | $133,414 |
| MONDELEZ INTERNATIONAL INC CL A | $174,242 | $213,710 |
| NESTLE SA ADR | $87,190 | $110,369 |
| NIKE INC CL B | $63,688 | $112,961 |
| PAYPAL HOLDINGS INC | $49,219 | $174,695 |
| PEPSICO INC | $20,090 | $101,819 |
| ROPER TECHNOLOGIES, INC. | $63,966 | $132,836 |
| S&P GLOBAL INC | $76,629 | $83,553 |
| SALESFORCE.COM INC. | $57,596 | $124,420 |
| SHERWIN-WILLIAMS COMPANY | $48,816 | $116,708 |
| STARBUCKS CORP | $96,346 | $148,145 |
| STRYKER CORP | $11,812 | $101,821 |
| TJX COMPANIES, INC | $103,116 | $166,083 |
| US BANCORP | $71,903 | $96,643 |
| VISA INC CL A | $101,332 | $257,423 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,262,390 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,326,246 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN BEACON INTERNATIONAL EQUITY FUND | AT COST | $1,387,995 | $1,324,691 |
| ASG MANAGED FUTURES STRATEGY FUND N | AT COST | $602,560 | $608,910 |
| DELAWARE EMERGING MARKETS FUND INTERNATIONAL | AT COST | $997,750 | $1,455,502 |
| FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL | AT COST | $1,162,178 | $1,353,542 |
| HARTFORD INTERNATIONAL OPPORTUNITIES Y | AT COST | $1,183,350 | $1,307,587 |
| IQ MERGER ARBITRAGE ETF | AT COST | $572,618 | $617,520 |
| ISHARES CORE S&P SMALLCAP 600 INDEX | AT COST | $768,721 | $953,794 |
| ISHARES CORE S&P MIDCAP 400 INDEX | AT COST | $1,272,907 | $1,511,748 |
| ISHARES INTERMEDIATE GOV/CRED BOND ETF | AT COST | $816,350 | $858,582 |
| MATTHEWS PACIFIC TIGER FUND CL I | AT COST | $1,067,651 | $1,327,932 |
| MFS EMERGING MARKETS DEBT FUND R6 | AT COST | $300,000 | $300,808 |
| ISHARES CORE S&P 500 INDEX | AT COST | $7,420,737 | $10,595,807 |
| VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL | AT COST | $440,000 | $443,092 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $20 |
| DOMAIN NAME | $49 | $0 | $49 |
| SUBSCRIPTIONS | $5,379 | $0 | $5,379 |
| ADR FEES | $20 | $20 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT SERVICES - GREENLEAF TRUST | CategoryTxt |
| Amt | $180,697 | Amt |
| Net Investment Income | $156,697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16,589 | $16,589 | $0 |
| EXCISE TAX | $3,500 | $3,500 | $0 |