RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION (EIN 38-3224966)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202031899349101033
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T12:44:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383213032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & SPRINGGATE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 WEST SOUTH STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383224966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONDA E STRYKER AND | BusinessNameLine1Txt |
| Business Name Line2 | WILLIAM D JOHNSTON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROND | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D JOHNSTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2020-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ANSPAUGH | PreparerPersonNm |
| PTIN | P00124073 | PTIN |
| Phone | 2693840219 | PhoneNum |
| Preparation | 2020-07-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.133.78.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-03 | IPDt |
| IP Tm | 10:55:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF4728C88BABD40C541DAECE03CF454DDA7E6125 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 98DFAC1EDA53F23422C1D4E0712C5962F65FD733 | 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 | $98,950,527 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,260,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,258,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,739,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,012,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,012,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,999,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,271,162 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,557 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,557 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $50,231 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,231 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,922 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $737,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $344,276 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $410,568 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $165,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $628 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $418 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,383 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,383 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,706 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,108,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $418 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $613,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,999,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,999,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,108,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $418 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,613,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,108,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,924,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,268 | CashBOYAmt |
| Cash EOY | $5,319 | CashEOYAmt |
| Cash EOYFMV | $5,319 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $279,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $819,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $819,348 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,750,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,750,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,750,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,000,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $997,030 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,168,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,796,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,361,886 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $628 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $16,944 | LandEOYAmt |
| Land EOYFMV | $16,944 | LandEOYFMVAmt |
| Total Assets BOY | $62,452,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,388,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,950,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,248,153 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,292,578 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,204,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,095,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,452,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,388,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,452,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,388,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,452,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,108,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,044,425 | OtherIncreasesAmt |
| Subtotal | $46,388,050 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,388,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION - 9400 SHS | D | 1976-07-25 | 2019-04-23 | $1,754,004 | $138 | $1,753,866 | $1,753,866 |
| STRYKER CORPORATION - 5074 SHS | D | 1976-07-25 | 2019-06-14 | $999,232 | $75 | $999,157 | $999,157 |
| STRYKER CORPORATION - 5000 SHS | D | 1976-07-25 | 2019-07-19 | $1,050,364 | $74 | $1,050,290 | $1,050,290 |
| STRYKER CORPORATION - 4671 SHS | D | 1976-07-25 | 2019-07-30 | $998,779 | $69 | $998,710 | $998,710 |
| STRYKER CORPORATION - 10600 SHS | D | 1976-07-25 | 2019-12-18 | $2,210,433 | $156 | $2,210,277 | $2,210,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,012,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,612,886 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $127,031,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.288218 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,901,121 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $131,782,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.151015 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,033,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,374,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027482 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,811,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,623,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069775 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,489,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,941,030 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.846518 | DistributionYr5Rt |
| Total Distribution | 1.383008 | TotalDistributionRt |
| Average Distribution | 0.276602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $111,766,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,914,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,994,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,613,040 | 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 | $79,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $148,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,750 | OverpaymentAmt |
| Applied To ES Tax | $68,750 | 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 | STRYKERJOHNSTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693889800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONDA E STRYKER | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT AND DIRECTOR | 0.30 | $0 | $0 | $0 |
| WILLIAM D JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY/TREASURER & DIRE | 0.30 | $0 | $0 | $0 |
| ANNE E HENN | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MEGAN M JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | EXECUTIVE DIRECTOR | 40.00 | $91,823 | $10,734 | $0 |
| MICHAEL B JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| GERALD E HENN II | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | INVESTMENT MANAGEMENT | $688,552 |
| GREENLEAF CAPITAL | |||||
| 100 WEST MICHIGAN AVE STE 300 | KALAMAZOO | MI | 49007 | ADMINISTRATIVE | $139,149 |
| 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 | $112,943,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,468,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $113,468,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,702,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,766,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,588,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,588,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,250 | TotalTaxAmt |
| Distributable Before Adj | $5,509,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,509,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,509,080 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,613,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,613,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $79,250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,533,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,509,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,342,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,112,501 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $13,652,259 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,333,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,441,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,613,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,509,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,103,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,545,038 | 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 | $2,342,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,202,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,112,501 | ExcessFromYear4Amt |
| Excess From Year2 | $13,652,259 | ExcessFromYear2Amt |
| Excess From Year1 | $30,333,735 | ExcessFromYear1Amt |
| Excess From Current Year | $34,103,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONDA E STRYKER | ContributingManagerNm |
| Contributing Manager | WILLIAM D JOHNSTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEGAN M JOHNSTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693889800 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AND REQUIREMENTS ARE AVAILABLE ON OUR WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSION DEADLINES ARE POSTED ON OUR WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS ON GRANT ELIGIBILITY IS OUTLINED ON OUR WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | CAPACITY BUILDING | $99,915 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $130,372 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | BUILDING BLOCKS 2019 PROGRAMMING | $20,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GROWING AND EMPOWERING | $39,000 |
| CARES | |||||||
| 629 PIONEER ST 200 | KALAMAZOO | MI | 49008 | NONE | PUBLIC | OUT PROUD SAFE | $15,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | GOVERNMENT UNIT | OBJECTIVES OF IMAGINE KALAMAZOO 2025 | $26,476,323 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | NINAS DEL CORAZON, GIRLS OF THE HEART PROGRAM | $45,000 |
| COMMUNITY HOMEWORKS | |||||||
| 810 BRYANT STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | AFFORDABLE SUSTAINABILITY FOR LOW-INCOME HOMEOWNERS | $75,000 |
| ECUMENICAL SENIOR CENTER | |||||||
| 702 N BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | ESC MINI BUS | $65,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | |||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| ERACCE | |||||||
| 810 RANKIN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $80,000 |
| FAIR HOUSING CENTER OF SOUTHWEST MICHIGAN | |||||||
| 405 W MICHIGAN AVE SUITE 6 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| FIRE HISTORICAL & CULTURAL ARTS COLLABORATIVE | |||||||
| 1249 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | YOUTH-OWNED SPACE: AN ARTS & JUSTICE HUB FOR TEENS | $300,000 |
| FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | |||||||
| 345 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | THE OBJECTIVES OF KALAMAZOO DROP-IN CHILD CARE CENTER | $20,000 |
| FIRST UNITED METHODIST CHURCH OF KALAMAZOO | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS (JFON) SERVICE EXPANSION | $30,000 |
| GFM THE SYNERGY CENTER | |||||||
| 625 HARRISON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $200,000 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LIFE GUIDES PROGRAM | $653,319 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 18 WEST MICHIGAN AVE SUITE 300 | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | IMPROVE COMMUNITY'S UPWARD MOBILITY & INCREASED FINANCIAL SOPHISTICATION & RESPONSIBILITY | $100,000 |
| GULL LAKE COMMUNITY SCHOOLS FOUNDATION | |||||||
| 10100 E D AVE | RICHLAND | MI | 49083 | NONE | PUBLIC | GULL LAKE GATEWAY ACADEMY | $15,000 |
| HEALTHY HOUSE | |||||||
| 1835 NICHOLS ROAD | KALAMAZOO | MI | 49006 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $17,039 |
| HISPANIC AMERICAN COUNCIL INC | |||||||
| 930 LAKE ST A | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $150,000 |
| INNER CITY YOUTH FOR CHANGE | |||||||
| PO BOX 19223 | KALAMAZOO | MI | 49019 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 |
| INTERACT OF MICHIGAN | |||||||
| 610 S BURDICK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $60,000 |
| KALAMAZOO COLLECTIVE HOUSING | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | AFFORDABLE HOUSING COOPERATIVE PROPERTY PURCHASE | $113,275 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | EQUITY IN EARLY CHILDHOOD WITHIN THE BEST BABY ZONE | $207,486 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TRUTH, RACIAL HEALING, AND TRANSFORMATION KALAMAZOO | $251,828 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $600,000 |
| KALAMAZOO INSTITUTE OF ARTS | |||||||
| 314 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KALAMAZOO INSTITUTE OF ARTS BLACK REFRACTIONS PROGRAM | $85,000 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT ST SUITE 400 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EXPRESS WAYS 2 SUCCESS | $100,000 |
| KALAMAZOO PUBLIC LIBRARY | |||||||
| 315 S ROSE ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | REFUND OF 2018 GRANT-READING TOGETHER 2019-AUTHOR VISIT ANGIE THOMAS | -$5,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | SEEDS FOR SUCCESS | $200,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KSO PARTNERSHIPS FOR INCLUSION & EQUITY | $120,843 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49003 | NONE | PUBLIC | HEALTHY LIVING CAMPUS | $1,011,686 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | KALAMAZOO VALLEY ACCELERATED ASSOCIATE PROGRAM | $321,800 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | |||||||
| 1126 GULL RD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING YOUTH READY BY 21 | $148,400 |
| KIDS MOVING & THRIVING | |||||||
| 120 ROBERSON STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KIDS MOVING & THRIVING PROGRAM | $15,000 |
| MERZE TATE EXPLORERS | |||||||
| 310 E MICHIGAN AVE BOX 51042 | KALAMAZOO | MI | 49005 | NONE | PUBLIC | MERZE TATE EXPLORERS COLLEGE & CAREER ACADEMY | $70,000 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PATHWAYS TO SUCCESS PROJECT | $276,667 |
| OPEN DOORS KALAMAZOO | |||||||
| 1141 S ROSE STREET SUITE B | KALAMAZOO | MI | 49001 | NONE | PUBLIC | HOUSING AND SHELTER PROGRAMS | $30,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DR SUITE B | KALAMAZOO | MI | 49004 | NONE | PUBLIC | SUSTAINABLE IMPACT THROUGH OPEN ROADS BIKE PROGRAM | $9,000 |
| OUTFRONT KALAMAZOO | |||||||
| 340 S ROSE ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | THE LGBTQ COMMUNITY SURVIVING, LIVING, THRIVING | $100,000 |
| PORTAGE COMMUNITY OUTREACH CENTER | |||||||
| 325 E CENTRE AVE | PORTAGE | MI | 49002 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | BETTER TOOLS BRIGHTER FUTURES ADVANCEMENT CAMPAIGN | $497,128 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | HUB ONE | $2,766,141 |
| READ & WRITE KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | RAWK ON! GENERAL OPERATIONS | $20,000 |
| ROOTEAD ENRICHMENT CENTER | |||||||
| 1000 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUSINESS PLAN CONSULTANT | $1,500 |
| SOCIETY FOR HISTORY AND RACIAL EQUITY | |||||||
| 471 W SOUTH ST SUITE 42A | KALAMAZOO | MI | 49007 | NONE | PUBLIC | RACIAL HEALING INITIATIVE UNDERSTANDING RACE-HOW WE GOT WHERE WE ARE HISTORY WORKSHOP SERIES | $25,000 |
| THE URBAN FOLK ART EXPLORATORY | |||||||
| 736 W JACKSTON ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | ORGANIZATIONAL CAPACITY BUILDING & CITY SCHOOLS MODEL PROGRAMMING SUPPORT | $275,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE STE 100 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,095,259 |
| VIBRANT KALAMAZOO | |||||||
| 1523 RIVERVIEW DR SUITE A | KALAMAZOO | MI | 49004 | NONE | PUBLIC | EASTSIDE SQUARE: EAST MAIN COMMERCIAL CORRIDOR (1600 BLOCK) REDEVELOPMENT | $166,667 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | WMU WALKER INSTITUTE WIRE MATH & SCIENCE CAMP | $23,711 |
| YOUNG KINGS & QUEENS | |||||||
| 1021 N ROSE STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BRIDGES | $200,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING AND CAPACITY BUILDING | $1,512,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,999,673 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | CAPACITY BUILDING | $100,000 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $130,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GROWING AND EMPOWERING | $61,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | GOVERNMENT UNIT | OBJECTIVES OF IMAGINE KALAMAZOO 2025 | $79,523,554 |
| ERACCE | |||||||
| 810 RANKIN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $80,000 |
| FIRST UNITED METHODIST CHURCH OF KALAMAZOO | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS (JFON) SERVICE EXPANSION | $30,000 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 18 WEST MICHIGAN AVE SUITE 300 | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | IMPROVE COMMUNITY'S UPWARD MOBILITY & INCREASED FINANCIAL SOPHISTICATION & RESPONSIBILITY | $100,000 |
| INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY (ISAAC) | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | BUILDING THE BELOVED COMMUNITY IN KALAMAZOO COUNTY | $100,000 |
| KALAMAZOO CENTER FOR YOUTH & COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | NONE | PUBLIC | IGNITING GREATNESS, EASTSIDE YOUTH ACADEMIC SUCCESS, RACIAL EQUITY AND SOCIAL EMOTIONAL SKILLBUILDING | $100,000 |
| KALAMAZOO COLLECTIVE HOUSING | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | AFFORDABLE HOUSING COOPERATIVE PROPERTY PURCHASE | $86,725 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TRHT KALAMAZOO | $252,431 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $1,200,000 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT STREET SUITE 400 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | EXPRESS WAYS 2 SUCCESS | $200,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GROCERY PANTRY PROGRAM | $120,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC | |||||||
| 1219 S PARK STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LEAD PAINT HAZARD CONTROL/HOMEOWNERSHIP CENTER | $100,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | SEEDS FOR SUCCESS | $800,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | KALAMAZOO VALLEY ACCELERATED ASSOCIATE PROGRAM | $1,278,200 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 912 N BURDICK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING READY BY 21 | $445,200 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PATHWAYS TO SUCCESS | $553,334 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | HUB ONE | $5,825,651 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS UNMET DIAPERING NEEDS IN THE COMMUNITY | $75,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | TO ADDRESS UNMET HOME FURNISHING NEEDS IN THE COMMUNITY | $30,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE STE 100 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,200,000 |
| VIBRANT KALAMAZOO | |||||||
| 1523 RIVERVIEW DR SUITE A | KALAMAZOO | MI | 49004 | NONE | PUBLIC | EASTSIDE SQUARE: EAST MAIN COMMERCIAL CORRIDOR (1600 BLOCK) REDEVELOPMENT | $333,334 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING AND CAPACITY BUILDING | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $95,224,429 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,260,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,739,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,999,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,999,975 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,845 | Amt |
| Net Investment Income | $1,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,922 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE & FIXTURES | PropertyDesc |
| Acquired | 2019-10-25 | AcquiredDt |
| Cost Or Other Basis | $17,572 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $628 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $418 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 454,234 SHS STRYKER CORPORATION | StockNm |
| EOY Book Value | $42,796,439 | EOYBookValueAmt |
| EOYFMV | $95,361,886 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,000,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $997,030 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $17,572 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $628 | AccumulatedDepreciationAmt |
| Book Value | $16,944 | BookValueAmt |
| EOYFMV | $16,944 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $50,231 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,231 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECHNOLOGY | $10,149 | $0 | $0 | $10,149 |
| DUES AND MEMBERSHIPS | $33,879 | $0 | $0 | $33,879 |
| BANK FEES | $27 | $0 | $0 | $27 |
| MISCELLANEOUS | $543 | $0 | $0 | $543 |
| OFFICE SUPPLIES | $1,079 | $0 | $0 | $1,079 |
| POSTAGE | $9 | $0 | $0 | $9 |
| FEES & LICENSES | $20 | $0 | $0 | $20 |
| INTEREST CHARGES | $823 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR ADJUSTMENT TO STOCK BASIS | Desc |
| Amt | $19,044,425 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $688,552 | $344,276 | $0 | $344,276 |
| OTHER PROFESSIONAL SERVICES | $29,700 | $0 | $0 | $29,700 |
| ADMINISTRATIVE EXPENSES | $19,020 | $0 | $0 | $36,592 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $165,462 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |