DOROTHY U DALTON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY U DALTON FOUNDATION INC (EIN 38-2240062)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201913169349101571
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:04:44-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | C/O 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 | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAYLA A LAURIN CPA | PreparerPersonNm |
| PTIN | P00243488 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 18:19:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,097,858 | 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 | $59,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $559,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $559,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,190,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,864 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,261,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,251,641 | 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 | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,534 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,637,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,637,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,847,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$586,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,076,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,714 | CashBOYAmt |
| Cash EOY | $14,113 | CashEOYAmt |
| Cash EOYFMV | $14,113 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,569,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,262,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,262,655 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,108 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,485 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,108 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,108 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,499,975 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,805,253 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,755,334 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,161,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,023,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,724,754 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,505,337 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,363,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,289,772 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,720,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,412,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,044,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,475,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,889,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,097,858 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $17,356,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,769,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,475,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,889,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,475,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,889,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,475,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$586,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,889,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,889,193 | 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 | $5,009,645 | $4,558,367 | $451,278 | $451,278 | |
| CAPITAL GAINS DIVIDENDS | $180,586 | $180,586 | $180,586 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,659,673 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,132,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,635,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,494,350 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,791,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,958,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052760 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,118,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,377,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059872 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,666,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,837,963 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050752 | DistributionYr5Rt |
| Total Distribution | 0.265418 | TotalDistributionRt |
| Average Distribution | 0.053084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,265,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,818,959 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,763 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,829,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,672,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,171 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,171 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,645 | OverpaymentAmt |
| Applied To ES Tax | $7,645 | 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 | $181,494 | 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 | $31,282,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,505,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,787,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,787,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $521,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,265,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,713,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,713,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,526 | TotalTaxAmt |
| Distributable Before Adj | $1,691,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,701,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,701,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,672,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,672,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,701,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,394 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $421,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,817 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $761,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,672,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,078 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,078 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $732,232 | 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 | $41,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $421,509 | ExcessFromYear4Amt |
| Excess From Year3 | $120,103 | ExcessFromYear3Amt |
| Excess From Year2 | $90,487 | ExcessFromYear2Amt |
| Excess From Year1 | $58,817 | ExcessFromYear1Amt |
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 (81 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 | FARMS SKILLS-BUILDING PROGRAM | $7,500 |
| AMERICAN RED CROSS | ||||||
| 5460 VENTURE CT | KALAMAZOO | MI | 49009 | PC | DISASTER CYCLE SERVICES | $5,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | ||||||
| 359 S BURDICK ST STE 203 | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $10,000 |
| BACH FESTIVAL SOCIETY | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | GENERAL SUPPORT FOR 2017-2018 SEASON | $3,000 |
| BALLET ARTS ENSEMBLE INC | ||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | PC | 2018 SPRING CONCERT | $3,000 |
| 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 |
| BORGESS FOUNDATION | ||||||
| 1521 GULL RD | KALAMAZOO | MI | 49048 | PC | PSYCHIATRIC CRISIS INTERVENTION UNIT | $25,000 |
| BORGESS FOUNDATION | ||||||
| 1521 GULL RD | KALAMAZOO | MI | 49048 | PC | GENERAL SUPPORT | $25,000 |
| BOY SCOUTS OF AMERICA SOUTHERN SHORES | ||||||
| 3497 S 9TH STREET | KALAMAZOO | MI | 49009 | PC | STAFF AND VOLUNTEER TRAINING PROGRAM - KALAMAZOO COUNTY | $7,500 |
| 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 | MOTHER'S MILK BANK FREEZER | $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 | BUILDING OUR CAPACITY | $3,500 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PC | CHARITABLE CARE FUNDING | $50,000 |
| COMMUNITY HOMEWORKS | ||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PC | WEATHERIZATION, CRITICAL REPAIR, HOME EDUCATION | $10,000 |
| CONSTANCE BROWN HEARING & SPEECH CENTER | ||||||
| 4855 W CENTRE AVE | PORTAGE | MI | 49024 | PC | FINANCIAL ASSISTANCE PROGRAM | $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 | COMMUNITY HEALING FROM TRAUMA PROGRAM | $25,000 |
| ECUMENICAL SENIOR CENTER | ||||||
| 702 N BURDICK | KALAMAZOO | MI | 49007 | PC | BUILDING AND GROUNDS IMPROVEMENTS | $7,500 |
| FAMILY & CHILDREN SERVICES | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PC | TRUSTEE DIRECTED - HANDLE WITH CARE | $500 |
| FARMERS ALLEY THEATRE INC | ||||||
| 700 MALL DRIVE | PORTAGE | MI | 49024 | PC | STUDENT TICKET INITIATIVE | $2,500 |
| FIRST DAY SHOE FUND | ||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | PC | GENERAL SUPPORT | $4,500 |
| FONTANA CHAMBER ARTS | ||||||
| 359 S BURDICK ST SUITE 200 | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $1,000 |
| FONTANA CHAMBER ARTS | ||||||
| 359 S BURDICK ST SUITE 200 | KALAMAZOO | MI | 49007 | PC | OUTREACH AND EDUCATIONAL PROGRAMS | $7,500 |
| GFM THE SYNERGY | ||||||
| 625 HARRISON STREET | KALAMAZOO | MI | 49007 | PC | URBANZONE PROJECT | $5,000 |
| GIRL SCOUTS HEART OF MICHIGAN | ||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | PC | KALAMAZOO COMMUNITY OUTREACH | $10,000 |
| GLASS ART KALAMAZOO | ||||||
| 326 W KALAMAZOO AVE 100 | KALAMAZOO | MI | 49007 | PC | COLD SHOP RENOVATION PHASE II | $3,000 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | ||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | PC | LIFE GUIDES | $12,000 |
| GUARDIAN FINANCE AND ADVOCACY SERVICES | ||||||
| 1000 S BURDICK STREET 200 | KALAMAZOO | MI | 49001 | PC | GUARDIANSHIP SUPPORT FOR KALAMAZOO COUNTY | $5,000 |
| HERITAGE COMMUNITY OF KALAMAZOO | ||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | CAPITAL CAMPAIGN - MEMORY CARE LEARNING CENTER | $150,000 |
| HOSPICE CARE OF SOUTHWEST MI | ||||||
| 222 N KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $500 |
| HOSPITAL HOSPITALITY HOUSE OF KALAMAZOO INC | ||||||
| 527 W SOUTH ST | KALAMAZOO | MI | 49007 | PC | TWO HOUSES ONE HEART | $50,000 |
| 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 | GILMORE PIANO CAMP | $10,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | FEES FOR COMPETITION ADJUDICATORS | $4,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN | ||||||
| 2775 W DICKMAN RD H3 | SPRINGFIELD | MI | 49037 | PC | FINANCIAL EMPOWERMENT FOR YOUTH PROGRAM | $3,000 |
| KAIROS DWELLING | ||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO AVIATION HISTORY MUSEUM | ||||||
| 6151 PORTAGE ROAD | PORTAGE | MI | 49002 | PC | EDUCATION CLASSROOM RENOVATION | $15,000 |
| KALAMAZOO BOOK ARTS CENTER | ||||||
| 326 W KALAMAZOO AVE 103A | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $4,000 |
| KALAMAZOO CENTER FOR YOUTH AND COMMUNITY | ||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | PC | STRUGGLING LEARNERS PROGRAM | $10,000 |
| KALAMAZOO CIVIC THEATER | ||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | PC | ADVANCEMENT CAMPAIGN | $100,000 |
| KALAMAZOO CIVIC THEATER | ||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | PC | GENERAL SUPPORT | $150,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | FESTIVAL PLAYHOUSE | $40,000 |
| KALAMAZOO CONCERT BAND | ||||||
| 2200 AUDITORIUM DR | KALAMAZOO | MI | 49006 | PC | DANCING ON AIRS PROGRAM | $3,000 |
| KALAMAZOO COUNTY HUMANE SOCIETY | ||||||
| 2500 LAKE ST | KALAMAZOO | MI | 49048 | PC | CAPITAL CAMPAIGN | $50,000 |
| 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 | CROSSING BRIDGES/CROSSING BORDERS | $3,000 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 N BURDICK ST | KALAMAZOO | MI | 49007 | PC | TRUSTEE DIRECTED - WOMEN'S & CHILDREN'S SHELTER | $500 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 N BURDICK ST | KALAMAZOO | MI | 49007 | PC | CAPITAL CAMPAIGN | $100,000 |
| 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 LOAVES AND FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES | ||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PC | HOMEOWNERSHIP CENTER | $8,000 |
| KALAMAZOO PUBLIC LIBRARY | ||||||
| 315 S ROSE ST | KALAMAZOO | MI | 49007 | PC | ONEPLACE PROGRAMS AND SERVICES | $15,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | ||||||
| 359 S BURDICK ST SUITE 100 | KALAMAZOO | MI | 49007 | PC | ARTISTS IN RESIDENCE PROGRAM | $20,000 |
| MAKE A WISH FOUNDATION OF MICHIGAN | ||||||
| 7600 GRAND RIVER AVENUE STE 175 | BRIGHTON | MI | 48114 | PC | KALAMAZOO-WISH GRANTING PROGRAM | $5,000 |
| MERZE TATE EXPLORERS | ||||||
| 310 E MICHIGAN AVE BOX 51042 | KALAMAZOO | MI | 49005 | PC | MULTI-MEDIA EXPLORATION PROGRAM | $2,000 |
| 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 |
| NEW YEAR'S FEST | ||||||
| 346 W MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | 2018-19 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 | $3,000 |
| 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 |
| PREVENTION WORKS | ||||||
| 611 WHITCOMB ST A | KALAMAZOO | MI | 49008 | PC | ADVANCEMENT CAMPAIGN | $100,000 |
| READ AND WRITE KALAMAZOO | ||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PC | RAWK BUILDING CAPACITY | $10,000 |
| SHERMAN LAKE YMCA | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | TRUSTEE DIRECTED - GENERAL SUPPORT | $1,000 |
| SLD CENTER | ||||||
| 5250 LOVERS LANE SUITE LL100 | KALAMAZOO | MI | 49002 | PC | TRUSTEE DIRECTED - KZOO KIDS IN NEED FINANCIALLY WITH DYSLEXIA | $1,000 |
| SLD CENTER | ||||||
| 5250 LOVERS LANE SUITE LL100 | KALAMAZOO | MI | 49002 | PC | GENERAL SUPPORT | $7,500 |
| SPECIAL OLYMPICS MICHIGAN | ||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | PC | KALAMAZOO PARTICIPANTS - SPECIAL OLYMPICS AT WMU | $5,000 |
| THE ARC COMMUNITY ADVOCATES | ||||||
| 3901 EMERALD DR | KALAMAZOO | MI | 49001 | PC | FIND PROGRAM | $7,500 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | ||||||
| 409 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | ANNUAL CAMPAIGN | $60,000 |
| 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 | COMMUNITY ENGAGEMENT THROUGH DANCE (CETD) | $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 | $5,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | ||||||
| 1903 W MICHIGAN AVE SEIBERT ADMIN | KALAMAZOO | MI | 49008 | PC | KALAMAZOO COLLABORATIVE CARE PROJECT | $20,000 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | SEXUAL ASSAULT AND VIOLENCE PREVENTION PROGRAM | $60,000 |
| YWCA | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | WOMEN OF ACHIEVEMENT AWARDS CELEBRATION | $520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,637,020 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BALLET ARTS ENSEMBLE INC | ||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | PC | 2019 SPRING CONCERT | $4,000 |
| 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 FOR LOW INCOME HOUSING | $10,000 |
| DISABILITY NETWORK OF SOUTHWEST MICHIGAN | ||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | PC | INDEPENDENT LIVING PROGRAM | $5,000 |
| FIRST DAY SHOE FUND | ||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | PC | GENERAL SUPPORT | $5,000 |
| GIRL SCOUTS HEART OF MICHIGAN | ||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | PC | TRACTOR IMPLEMENTS | $15,000 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | ||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | PC | ADULT EDUCATION AND TRAINING PROGRAM | $15,000 |
| IRVING S GILMORE INT'L KEYBOARD FESTIVAL | ||||||
| 359 S BURDICK ST SUITE 100 | 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 |
| KAIROS DWELLING | ||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | FESTIVAL PLAYHOUSE | $40,000 |
| KALAMAZOO JUNIOR SYMPHONY | ||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | PC | YOUTH ORCHESTRAL TRAINING AND OUTREACH | $4,000 |
| VIBRANT KALAMAZOO | ||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49007 | PC | EASTSIDE GATEWAY PROJECT | $25,000 |
| 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 AND VIOLENCE PREVENTION PROGRAM | $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 |
| RENAISSANCE ENTERPRISES CO | ||||||
| 901 LAY BLVD | KALAMAZOO | MI | 49001 | PC | LIVE ARTS FOR CONFINED SENIORS AND VETERANS | $2,500 |
| SPECIAL OLYMPICS MICHIGAN | ||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | PC | SPECIAL OLYMPICS AT WMU - KALAMAZOO PARTICIPANTS | $5,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | ||||||
| 409 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | ANNUAL CAMPAIGN 2018-2019 | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $382,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,891 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $559,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $631,864 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Related Or Exempt Function Incm | $9,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,251,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,261,041 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURN OF PRIOR YEAR GRANTS | RelationshipStatementTxt |
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 | $6,600 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTY FOX AMER INC 4.000% 10/01/23 | $151,636 | $153,885 |
| AMGEN INC 3.450% 10/01/20 | $153,077 | $150,668 |
| ANHEUSER BUSCH INBEV FIN 2.6250% 01/17/23 | $122,537 | $118,973 |
| APPLE INC 2.8500% 05/06/21 | $151,183 | $150,183 |
| AT&T INC 2.6250% 12/01/22 | $98,455 | $96,065 |
| BOEING CO 1.650% 10/30/20 | $150,465 | $146,786 |
| BURLINGTON NORTHN SANTA FE 3.400% 09/01/24 | $99,096 | $100,119 |
| CARDINAL HEALTH INC 3.200% 06/15/22 | $101,714 | $98,051 |
| CHEVRON CORP 3.1910% 06/24/23 | $126,942 | $124,804 |
| COMCAST CORP NEW 1.625% 01/15/22 | $149,688 | $143,555 |
| CVS HEALTH CORP 2.125% 06/01/21 | $147,040 | $144,730 |
| DISNEY WALT CO MTNS BE 2.450% 03/04/22 | $99,944 | $97,890 |
| DR PEPPER SNAPPLE GROUP INC 2.700% 11/15/22 | $148,267 | $142,239 |
| DUKE ENERGY CORP NEW 3.050% 08/15/22 | $99,912 | $97,998 |
| EOG RES INC 2.450% 04/01/20 | $151,145 | $148,546 |
| JP MORGAN CHASE & CO 3.200% 06/15/26 | $140,625 | $141,265 |
| OMNICOM GROUP INC 6.2500% 07/15/19 | $351,027 | $330,223 |
| ORACLE CORP 2.8000% 07/08/21 | $101,967 | $99,515 |
| REPUBLIC SERVICES INC 2.900% 07/01/26 | $93,393 | $94,323 |
| SOUTHERN PWR CO 2.375% 06/01/20 | $148,035 | $147,944 |
| UNITED TECHNOLOGIES CORP 3.100% 06/01/22 | $155,351 | $146,887 |
| UNITEDHEALTH GROUP INC 3.100% 03/15/26 | $48,200 | $48,254 |
| WAL-MART STORES INC 2.550% 04/11/23 | $125,295 | $121,867 |
| WASTE MANAGEMENT INC 3.125% 03/01/25 | $97,250 | $97,116 |
| WELLS FARGO CO MTN BE 2.550% 12/07/20 | $151,306 | $147,886 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $69,851 | $79,074 |
| ALLY FINANCIAL INC | $87,272 | $94,945 |
| ALPHABET INC. CL C | $103,878 | $139,807 |
| AMAZON.COM INC | $47,600 | $52,569 |
| AMBARELLA INC | $50,511 | $29,208 |
| AMERCIAN TOWER CORP | $69,887 | $105,196 |
| APPLE INC | $27,569 | $71,141 |
| BERKSHIRE HATHAWAY CL B | $196,647 | $198,667 |
| BOOKING HOLDINGS INC | $117,613 | $108,512 |
| CANADIAN PACIFIC RAILWAY LTD | $126,239 | $150,089 |
| CELGENE CORPORATION | $21,744 | $46,786 |
| CITIGROUP INC | $112,232 | $104,641 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $73,907 | $82,524 |
| COLGATE-PALMOLIVE CO | $78,177 | $67,853 |
| DANAHER CORP | $68,655 | $105,182 |
| DOLLAR GENERAL CORP | $87,402 | $136,721 |
| EDWARDS LIFESCIENCES CORP | $50,514 | $98,795 |
| FACEBOOK INC CL A | $173,416 | $119,292 |
| HOLOGIC INC | $83,229 | $79,939 |
| HONEYWELL INTERNATIONAL INC | $92,195 | $128,156 |
| JOHNSON & JOHNSON | $37,521 | $42,586 |
| LABORATORY CORP OF AMERICA HOLDINGS | $77,799 | $63,180 |
| MONDELEZ INTERNATIONAL INC CL A | $174,242 | $155,316 |
| NESTLE SA ADR | $87,190 | $82,568 |
| NIKE INC CL B | $76,254 | $98,977 |
| PAYPAL HOLDINGS INC | $49,219 | $135,805 |
| PEPSICO INC | $20,090 | $82,308 |
| ROPER TECHNOLOGIES, INC. | $63,966 | $99,945 |
| SABRE CORP | $87,483 | $86,344 |
| SALESFORCE.COM INC. | $57,596 | $104,782 |
| SHERWIN-WILLIAMS COMPANY | $59,806 | $96,398 |
| STARBUCKS CORP | $119,217 | $134,274 |
| STRYKER CORP | $14,857 | $95,617 |
| SYNCHRONY FINANCIAL | $83,570 | $70,615 |
| TJX COMPANIES, INC | $103,116 | $121,693 |
| US BANCORP | $71,903 | $74,491 |
| VISA INC CL A | $101,332 | $180,758 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,805,253 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,755,334 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHASIMPLEX MANAGED FUTURES STRATEGY FD CL Y | AT COST | $552,560 | $538,768 |
| AMERICAN BEACON INTERNATIONAL EQUITY FUND | AT COST | $1,267,995 | $1,028,167 |
| DELAWARE EMERGING MARKETS FUND INTERNATIONAL | AT COST | $942,750 | $1,126,960 |
| FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL | AT COST | $100,021 | $82,485 |
| FIDELITY DIVERSIFIED INTERNATIONAL FUND | AT COST | $1,068,947 | $944,784 |
| HARTFORD INTERNATIONAL OPPORTUNITIES Y | AT COST | $1,142,350 | $1,014,188 |
| IQ MERGER ARBITRAGE ETF | AT COST | $572,618 | $589,806 |
| ISHARES CORE S&P SMALLCAP 600 INDEX | AT COST | $768,721 | $788,515 |
| ISHARES CORE S&P MIDCAP 400 INDEX | AT COST | $1,272,907 | $1,219,711 |
| ISHARES INTERMEDIATE GOV/CRED BOND ETF | AT COST | $816,350 | $824,745 |
| MATTHEWS PACIFIC TIGER FUND CL I | AT COST | $974,871 | $1,151,194 |
| ISHARES CORE S&P 500 INDEX | AT COST | $8,139,947 | $8,982,477 |
| TEMPLETON GLOBAL BOND FUND ADVISOR CL | AT COST | $352,778 | $321,434 |
| VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL | AT COST | $440,000 | $430,888 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $20 |
| DOMAIN NAME | $117 | $0 | $117 |
| MEMBERSHIP DUES | $2,500 | $0 | $2,500 |
| SUBSCRIPTIONS | $5,123 | $0 | $5,123 |
| ADR FEES | $20 | $20 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Revenue And Expenses Per Books | $9,400 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,400 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT SERVICES - GREENLEAF TRUST | CategoryTxt |
| Amt | $181,494 | Amt |
| Net Investment Income | $157,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $14,534 | Amt |
| Net Investment Income | $14,534 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |