WING SHADOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WING SHADOW FOUNDATION (EIN 47-3957199)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202023159349102067
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T15:16:45-06:00 | 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 | 473957199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wing Shadow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM ROSLONIEC | InCareOfNm |
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 6169575823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DR SE Suite 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAN VAN ANDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6169575823 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Fuller | PreparerPersonNm |
| PTIN | P00238135 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.5.157.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38868920203155000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB694F3DEE7A558CC8B5233BD5A94A3239F7B3D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9EE0B2EB94B80EDD5F52A3EB10822609B50774D5 | 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 | $59,252,464 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,696,975 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,653 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,653 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,099,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,116,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,307,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,077,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,307,406 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,692 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $39,114,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,428,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $14,689 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $232,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,400 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,837 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,162,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,162,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,507,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,199,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,606,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,334,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,579 | CashBOYAmt |
| Cash EOY | $1,158,966 | CashEOYAmt |
| Cash EOYFMV | $1,158,966 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,439,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,023,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,588,536 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,301,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,807,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,504,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,824,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,989,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,252,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,824,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,989,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,824,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,989,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,824,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,989,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,824,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,606,604 | ExcessRevenueOverExpensesAmt |
| Subtotal | $64,431,558 | SubtotalAmt |
| Other Decreases | $10,441,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,989,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES LT | $34,068,113 | $15,644,075 | $18,424,038 | $18,424,038 | |
| PUBLICLY TRADED SECURITIES ST | $3,994,110 | $4,126,261 | -$132,151 | -$132,151 | |
| CAPITAL GAIN DIVIDENDS | $15,519 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,307,406 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,323,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,608,629 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,734,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,834,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $453,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,209,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,260 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.160529 | TotalDistributionRt |
| Average Distribution | 0.040132 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,476,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,905,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,098,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,199,588 | 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 | $193,349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $193,349 | SubtotalAmt |
| Tax Based On Investment Income | $193,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,804 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $242,804 | TotalPaymentsAndCreditsAmt |
| Overpayment | $49,455 | OverpaymentAmt |
| Applied To ES Tax | $49,455 | 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 | JIM ROSLONIEC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6169575823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DRIVE SUITE 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| NAN VAN ANDEL | ||||||||
| 660 ADA DR SE | ADA | MI | 49301 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JAMES ROSLONIEC | ||||||||
| 660 ADA DR SE | ADA | MI | 49301 | TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 300 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $68,402 | CompensationAmt |
| 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 | $47,225,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,199,237 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,199,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $722,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,476,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,373,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,373,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193,349 | TotalTaxAmt |
| Distributable Before Adj | $2,180,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,180,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,180,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,199,588 | 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 | $4,199,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $193,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,006,239 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,180,463 | 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 | $17,020 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $453,344 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $470,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,199,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,180,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,019,125 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,489,489 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,489,489 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,020 | ExcessFromYear3Amt |
| Excess From Year2 | $453,344 | ExcessFromYear2Amt |
| Excess From Current Year | $2,019,125 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAN VAN ANDEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRU | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | NONE | PC | GENERAL OPERATING | $1,600,000 |
| CHRISTIAN AID MISSION | |||||||
| PO BOX 9037 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL OPERATING | $871,244 |
| OPEN DOORS WITH BROTHER ANDREW | |||||||
| PO BOX 27001 | SANTA ANA | CA | 92799 | NONE | PC | GENERAL OPERATING | $1,691,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,162,407 | 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 | $4,653 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,099,613 | 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 | $18,307,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Unrelated Business Taxbl Incm | $5,692 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,692 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,411,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,417,364 | 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 | NAN E VAN ANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DR SUITE 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,696,975 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS SHARES OF PUBLICLY TRADED SECURITIES - SEE ATTACHED | $9,771,883 | 2019-03-07 |
| 2 | VARIOUS SHARES OF PUBLICLY TRADED SECURITIES - SEE ATTACHED | $9,925,092 | 2019-07-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES - BDO | CategoryTxt |
| Amt | $14,689 | Amt |
| Net Investment Income | $7,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,344 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | ||
| (SEE ATTACHED) | $38,023,062 | $42,588,536 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS (SEE ATTACHED) | AT COST | $7,494,654 | $7,518,950 |
| ALTERNATIVE INVESTMENTS | |||
| (SEE ATTACHED) | AT COST | $7,313,173 | $7,986,012 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS DIFF ON CONTRIBUTED SECURITIES | Desc |
| Amt | $10,441,703 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $29,837 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $29,837 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $5,692 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $68,402 | Amt |
| Net Investment Income | $68,402 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $215,000 | |
| FOREIGN TAXES | $17,400 | $17,400 |